Sykon Capital’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sykon Capital’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.16M	Buy	45,141 +12,437	+38%	+$599K	0.72%	24
2025 Q4	$1.57M	Sell	32,704 -14,579	-31%	-$700K	0.5%	54
2025 Q3	$2.28M	Buy	+47,283	New	+$2.28M	0.76%	44
2024 Q4	–	Sell	-38,501	Closed	-$1.85M	–	86
2024 Q3	$1.85M	Buy	+38,501	New	+$1.84M	0.65%	53
2024 Q2	–	Sell	-44,827	Closed	-$2.13M	–	103
2024 Q1	$2.13M	Sell	44,827 -5,785	-11%	-$276K	0.77%	53
2023 Q4	$2.42M	Buy	+50,612	New	+$2.37M	0.97%	37

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sykon Capital's SHM Position: Q1 2026 in Review

Sykon Capital increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 38% in Q1 2026, buying an estimated $599K and bringing the position to 45,141 shares worth $2.16M. The position accounts for 0.72% of the portfolio, ranked #24.

Sykon Capital first reported a position in SHM in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.42M in Q4 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Sykon Capital held 45,141 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.16M as of Q1 2026.
Sykon Capital bought 12,437 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $599K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.72% of Sykon Capital's portfolio in Q1 2026, its #24 holding.
Sykon Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 6 quarters since.
Sykon Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.42M in Q4 2023.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.