Morningstar

State Street® SPDR® Nuveen ICE Short Term Municipal Bond ETF SHM

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SHM

Will SHM outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SHM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Stt Strt® SPDR® Nuveen ICE S/T MuncplETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SHM

More SHM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5%

0.89 31M
municipal

NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 5%

0.60 21M
municipal

CALIFORNIA ST 5%

0.51 18M
municipal

CALIFORNIA ST 5%

0.48 17M
municipal

CALIFORNIA ST 5%

0.45 15M
municipal

UNIVERSITY CALIF REVS 5%

0.40 14M
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 5%

0.40 14M
municipal

NEW YORK N Y 5%

0.39 13M
municipal

NEW YORK NY NYC 08/31 FIXED 5

0.38 13M
municipal

FLORIDA ST TPK AUTH TPK REV 5%

0.36 12M
municipal

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