SP
SHM icon

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

Symmetry Partners’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
Q2 		$9.59M Buy
199,906
+11,941
+6% +$571K 0.49% 31
2026
Q1 		$8.99M Buy
187,965
+11,527
+7% +$555K 0.51% 31
2025
Q4 		$8.47M Buy
176,438
+10,775
+7% +$517K 0.5% 31
2025
Q3 		$7.99M Buy
165,663
+3,330
+2% +$160K 0.87% 27
2025
Q2 		$7.76M Buy
162,333
+16,938
+12% +$803K 0.96% 25
2025
Q1 		$6.92M Buy
145,395
+7,266
+5% +$346K 0.96% 26
2024
Q4 		$6.55M Buy
138,129
+45,207
+49% +$2.16M 0.93% 29
2024
Q3 		$4.47M Sell
92,922
-162,736
-64% -$7.77M 1.06% 23
2024
Q2 		$12.1M Buy
255,658
+109,516
+75% +$5.16M 0.62% 39
2024
Q1 		$6.93M Sell
146,142
-85,146
-37% -$4.06M 0.54% 40
2023
Q4 		$11.1M Buy
231,288
+5,167
+2% +$242K 0.6% 41
2023
Q3 		$10.5M Buy
226,121
+13,282
+6% +$622K 0.57% 43
2023
Q2 		$10M Buy
212,839
+12,335
+6% +$581K 0.53% 44
2023
Q1 		$9.53M Buy
200,504
+23,469
+13% +$1.11M 0.53% 43
2022
Q4 		$8.32M Buy
177,035
+38,955
+28% +$1.81M 0.49% 44
2022
Q3 		$6.36M Buy
138,080
+7,427
+6% +$350K 0.43% 44
2022
Q2 		$6.17M Sell
130,653
-8,330
-6% -$391K 0.42% 41
2022
Q1 		$6.58M Buy
138,983
+5,296
+4% +$255K 0.41% 39
2021
Q4 		$6.58M Buy
133,687
+46,661
+54% +$2.3M 0.42% 42
2021
Q3 		$4.29M Sell
87,026
-723
-0.8% -$35.8K 0.28% 50
2021
Q2 		$4.35M Buy
87,749
+9,098
+12% +$451K 0.29% 57
2021
Q1 		$3.9M Buy
78,651
+5,913
+8% +$294K 0.28% 59
2020
Q4 		$3.62M Buy
72,738
+7,320
+11% +$364K 0.28% 59
2020
Q3 		$3.26M Buy
65,418
+4,183
+7% +$209K 0.28% 55
2020
Q2 		$3.05M Buy
61,235
+15,456
+34% +$764K 0.38% 42
2020
Q1 		$2.24M Buy
45,779
+6,345
+16% +$310K 0.5% 36
2019
Q4 		$1.93M Hold
39,434
– – 0.4% 40
2019
Q3 		$1.93M Buy
39,434
+2,530
+7% +$124K 0.4% 39
2019
Q2 		$1.81M Sell
36,904
-33,963
-48% -$1.65M 0.37% 41
2019
Q1 		$3.44M Buy
70,867
+11,260
+19% +$544K 0.59% 23
2018
Q4 		$2.87M Sell
59,607
-1,591
-3% -$75.9K 0.73% 22
2018
Q3 		$2.92M Sell
61,198
-111
-0.2% -$5.32K 1.16% 20
2018
Q2 		$2.94M Buy
61,309
+627
+1% +$30K 1.23% 20
2018
Q1 		$2.9M Buy
60,682
+2,558
+4% +$123K 1.23% 20
2017
Q4 		$2.79M Buy
58,124
+2,380
+4% +$115K 1.29% 19
2017
Q3 		$2.71M Sell
55,744
-4,009
-7% -$195K 1.38% 19
2017
Q2 		$2.9M Sell
59,753
-5,477
-8% -$266K 1.58% 17
2017
Q1 		$3.16M Buy
65,230
+1,356
+2% +$65.4K 1.87% 14
2016
Q4 		$3.06M Buy
+63,874
New +$3.09M 2.15% 13

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Symmetry Partners's SHM Position: Q2 2026 in Review

Symmetry Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 6.4% in Q2 2026, buying an estimated $571K and bringing the position to 199,906 shares worth $9.59M. The position accounts for 0.49% of the portfolio, ranked #31.

Symmetry Partners first reported a position in SHM in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.1M in Q2 2024. 174 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Symmetry Partners held 199,906 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.59M as of Q2 2026.
  • Symmetry Partners bought 11,941 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $571K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.49% of Symmetry Partners's portfolio in Q2 2026, its #31 holding.
  • Symmetry Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Symmetry Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $12.1M in Q2 2024.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.