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Ackerman Capital Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Ackerman Capital Advisors’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 		$4.82M Sell
100,449
-2,556
-2% -$122K 0.97% 28
2026
Q1 		$4.93M Sell
103,005
-2,137
-2% -$103K 1.01% 28
2025
Q4 		$5.05M Buy
105,142
+54,255
+107% +$2.6M 1.01% 27
2025
Q3 		$2.45M Buy
50,887
+16,914
+50% +$814K 0.51% 31
2025
Q2 		$1.62M Buy
33,973
+12,406
+58% +$588K 0.38% 37
2025
Q1 		$1.03M Buy
21,567
+398
+2% +$19K 0.27% 45
2024
Q4 		$1M Buy
21,169
+2,498
+13% +$119K 0.26% 47
2024
Q3 		$899K Sell
18,671
-4,923
-21% -$235K 0.23% 49
2024
Q2 		$1.11M Buy
23,594
+429
+2% +$20.2K 0.3% 46
2024
Q1 		$1.1M Sell
23,165
-3,663
-14% -$174K 0.3% 49
2023
Q4 		$1.28M Sell
26,828
-305,286
-92% -$14.3M 0.36% 44
2023
Q3 		$15.4M Sell
332,114
-15,445
-4% -$723K 4.28% 6
2023
Q2 		$16.4M Buy
347,559
+8,169
+2% +$385K 4.24% 4
2023
Q1 		$16.1M Buy
339,390
+13,099
+4% +$619K 4.18% 4
2022
Q4 		$15.3M Buy
326,291
+31,684
+11% +$1.47M 4.12% 5
2022
Q3 		$13.6M Buy
294,607
+33,360
+13% +$1.57M 3.86% 7
2022
Q2 		$12.3M Buy
+261,247
New +$12.3M 3.32% 7
2022
Q1 		– Sell
-117,114
Closed -$5.76M – 131
2021
Q4 		$5.76M Buy
117,114
+65,258
+126% +$3.21M 1.32% 20
2021
Q3 		$2.56M Sell
51,856
-5,364
-9% -$266K 0.59% 25
2021
Q2 		$2.84M Buy
57,220
+35,540
+164% +$1.76M 0.66% 23
2021
Q1 		$1.07M Sell
21,680
-60,810
-74% -$3.02M 0.26% 40
2020
Q4 		$4.11M Sell
82,490
-19,745
-19% -$983K 1.04% 21
2020
Q3 		$5.1M Buy
102,235
+19,679
+24% +$983K 1.42% 19
2020
Q2 		$4.12M Buy
82,556
+45,514
+123% +$2.25M 1.23% 21
2020
Q1 		$1.81M Buy
37,042
+23,245
+168% +$1.14M 0.71% 24
2019
Q4 		$678K Sell
13,797
-1,323
-9% -$64.9K 0.2% 64
2019
Q3 		$741K Buy
+15,120
New +$742K 0.26% 54
2018
Q4 		$708K Buy
+14,725
New +$702K 0.05% 92

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ackerman Capital Advisors's SHM Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.5% in Q2 2026, selling an estimated $122K and leaving 100,449 shares worth $4.82M. The position accounts for 0.97% of the portfolio, ranked #28.

Ackerman Capital Advisors first reported a position in SHM in Q4 2018 and has held it in 28 quarters since. The position peaked at $16.4M in Q2 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Ackerman Capital Advisors held 100,449 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.82M as of Q2 2026.
  • Ackerman Capital Advisors sold 2,556 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $122K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.97% of Ackerman Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • Ackerman Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Ackerman Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $16.4M in Q2 2023.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.