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SPDR® Nuveen Blmbg ST MunBd ETF SHM

Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SHM

Will SHM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin SPDR ® Nuveen Blmbg ST MunBd ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings SHM

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 730
  • Other Holdings 11
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA ST 5%

1.01
39,384,343
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5%

0.96
37,211,057
municipal

CALIFORNIA ST 5%

0.93
35,897,528
municipal

CALIFORNIA ST 4%

0.91
35,204,144
municipal

CHINO BASIN CALIF REGL FING AUTH REV 4%

0.89
34,603,225
municipal

NEW YORK N Y 5%

0.84
32,634,876
municipal

ORANGE CNTY CALIF TRANSN AUTH REV 5%

0.80
31,117,702
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 4%

0.74
28,889,411
municipal

SAN ANTONIO TEX WTR REV 2.625%

0.74
28,662,902
municipal

UNIVERSITY CALIF REVS 5%

0.68
26,559,629
municipal