증권 기록 · 과거 분기 (아카이브)
SHM
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · Financial Services · Asset Management - Bonds
52추적 보유자
+1Δ 보유자
47.71M보유 주식 수
$2.29B보고 가치
+4신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +2.0% ·
주식 흐름 +1.5% ·
순 신규 포지션 0.0%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | +1 | 47.71M | $2.29B | +4 | −4 |
| Q1 2026 | 53 | +2 | 47.12M | $2.25B | +2 | — |
| Q4 2025 | 50 | -1 | 46.17M | $2.22B | +1 | −2 |
| Q3 2025 | 7 | -1 | 8.01M | $386.43M | — | −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 | — |
| Q3 2024 | 1 | -1 | 420.20K | $20.23M | — | −1 |
| Q2 2024 | 2 | — | 225.81K | $10.66M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 21.77M | +2.1% | $1.04B | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Goldman Sachs Group ✦ | 5.40M | +4.8% | $259.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 3.50M | -1.4% | $167.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Northwestern Mutual Wealth… | 3.14M | +2.7% | $150.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 2.39M | +26.1% | $114.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.97M | -14.5% | $94.53M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 7 | Pnc Financial Services Group, Inc. | 1.65M | -4.8% | $79.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 8 | Mercer Global Advisors Inc /Adv | 1.42M | -8.4% | $67.89M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 1.17M | +31.7% | $56.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Financial Engines Advisors L.L.C. | 677.62K | +1.4% | $32.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 648.48K | +3.8% | $31.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 485.69K | -0.8% | $23.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 361.05K | +28.1% | $17.32M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 327.01K | -14.5% | $15.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Raymond James Financial Inc | 280.15K | +0.9% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Ameriprise Financial Inc | 268.73K | +5.7% | $12.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Sei Investments Co | 228.44K | -3.5% | $10.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 205.41K | +19.6% | $9.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 197.59K | -1.7% | $9.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Wealth Enhancement Advisory… | 193.45K | +25.1% | $9.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (패시브) | 181.11K | +1.0% | $8.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Royal Bank Of Canada | 118.10K | +0.9% | $5.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Mml Investors Services, Llc | 117.34K | +261.9% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 111.17K | +1.9% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | Cerity Partners LLC | 110.52K | +0.8% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Focus Partners Wealth | 98.85K | -2.0% | $4.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Assetmark, Inc | 93.90K | +7.4% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 93.85K | +6.5% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Creative Planning | 62.26K | +0.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Rockefeller Capital Management L.P. | 53.87K | -26.2% | $2.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Fifth Third Bancorp | 49.79K | -6.9% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mariner, LLC | 44.97K | -5.2% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Us Bancorp \De\ | 42.96K | 0.0% | $2.06M | 0.0% | Held | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 40.79K | +0.5% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citigroup Inc | 32.28K | +6.9% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 30.95K | +15.7% | $1.48M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 25.41K | +31.7% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 20.11K | -64.3% | $964,720 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 16.99K | -18.0% | $815,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Lazard Asset Management Llc | 13.00K | -52.4% | $623,545 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Corient Private Wealth LP | 11.58K | -31.5% | $555,339 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 10.93K | -5.3% | $524,316 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Northern Trust Corp | 10.19K | +0.4% | $488,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. | 9.74K | -6.3% | $467,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Deutsche Bank Ag\ | 7.84K | +206.8% | $375,989 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | Wealthfront Advisers LLC | 7.58K | 신규 | $363,815 | 0.0% | New | 1 | SEC ↗ |
| 47 | Hrt Financial Lp | 6.07K | 신규 | $291,000 | 0.0% | New | 1 | SEC ↗ |
| 48 | Nuveen, LLC | 4.22K | 신규 | $202,605 | 0.0% | New | 1 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 1.51K | +5285.7% | $72,331 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 796 | -98.3% | $38,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Simplex Trading, Llc | 69 | 신규 | $3,309 | 0.0% | New | 1 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 14 | +133.3% | $654 | 0.0% | ▲ Add | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Wealthfront Advisers LLC | $363,815 | 0.0% |
| Hrt Financial Lp | $291,000 | 0.0% |
| Nuveen, LLC | $202,605 | 0.0% |
| Simplex Trading, Llc | $3,309 | 0.0% |
청산됨
| Jane Street Group, Llc | $13.21M | 이었음 0.0% |
| Susquehanna International… | $3.21M | 이었음 0.0% |
| HighTower Advisors, LLC | $2.65M | 이었음 0.0% |
| Fisher Asset Management | $1.20M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 394 보유 기관, 63.44M 주식, $2.94B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
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