Ficha del valor · trimestre archivado
SHM
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · Financial Services · Asset Management - Bonds
53Tenedores rastreados
+2Δ titulares
47.12MAcciones mantenidas
$2.25BValor declarado
+2Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +3.9% ·
flujo de acciones +2.0% ·
nuevas posiciones netas +3.8%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | +1 | 47.71M | $2.29B | +4 | −4 |
| Q1 2026 | 53 | +2 | 47.12M | $2.25B | +2 | n/a |
| Q4 2025 | 50 | -1 | 46.17M | $2.22B | +1 | −2 |
| Q3 2025 | 7 | -1 | 8.01M | $386.43M | n/a | −1 |
| Q2 2025 | 5 | 0 | 183.31K | $8.77M | +1 | −1 |
| Q1 2025 | 3 | +1 | 42.28K | $2.01M | +2 | −1 |
| Q4 2024 | 2 | +1 | 99.00K | $4.69M | +1 | n/a |
| Q3 2024 | 1 | -1 | 420.20K | $20.23M | n/a | −1 |
| Q2 2024 | 2 | n/a | 225.81K | $10.66M | n/a | n/a |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 21.33M | +3.9% | $1.02B | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Goldman Sachs Group ✦ | 5.15M | -3.3% | $246.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 3.55M | -13.3% | $169.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Northwestern Mutual Wealth… | 3.06M | +3.8% | $146.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.30M | +7.9% | $110.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 1.89M | +89.5% | $90.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 1.73M | +9.4% | $82.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 8 | Mercer Global Advisors Inc /Adv | 1.55M | -9.8% | $73.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 888.61K | +5.2% | $42.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Financial Engines Advisors L.L.C. | 668.32K | +0.5% | $31.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 624.59K | +2.1% | $29.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 489.72K | +71.2% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 382.63K | -23.7% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 14 | JPMorgan Chase ✦ | 281.92K | -4.2% | $13.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Raymond James Financial Inc | 277.59K | +18.0% | $13.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Jane Street Group, Llc | 276.21K | +511.6% | $13.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 254.14K | +1.2% | $12.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Sei Investments Co | 236.77K | -3.7% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 200.99K | +10.8% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | BlackRock ✦ (pasivo) | 179.28K | +13.0% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 171.74K | -48.5% | $8.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 154.67K | -37.5% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 117.08K | +5.9% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Cerity Partners LLC | 109.61K | -1.6% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Osaic Holdings, Inc. | 109.14K | -3.1% | $5.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Focus Partners Wealth | 100.83K | -3.6% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 88.15K | +9.8% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Assetmark, Inc | 87.41K | -53.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 78.57K | -1.2% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 72.96K | -2.1% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Susquehanna International Group, Llp | 67.07K | +538.4% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Creative Planning | 61.75K | +110.5% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 56.32K | -18.3% | $2.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 55.36K | -84.9% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 53.47K | +17723.7% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mariner, LLC | 47.43K | +2.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | UBS AM, a distinct business unit of… | 46.50K | +209.3% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 42.96K | -9.7% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Captrust Financial Advisors | 40.59K | +70.2% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 32.42K | +18.0% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citigroup Inc | 30.19K | -90.1% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Lazard Asset Management Llc | 27.30K | 0.0% | $1.31M | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 26.76K | +10.2% | $1.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Fisher Asset Management ✦ | 25.08K | Nuevo | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 20.71K | 0.0% | $990,688 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 19.29K | +69.5% | $921,946 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Corient Private Wealth LP | 16.91K | -45.0% | $674,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Blair William & Co/Il | 11.54K | -0.2% | $552,108 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 10.40K | n/a | $497,432 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Northern Trust Corp | 10.14K | Nuevo | $485,235 | 0.0% | New | 1 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 2.56K | 0.0% | $122,205 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 52 | Bnp Paribas Financial Markets | 28 | -39.1% | $1,339 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 6 | +20.0% | $304 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Fisher Asset Management | $1.20M | 0.0% |
| Northern Trust Corp | $485,235 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 394 tenedores, 63.44M acciones, $2.94B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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