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

Anson Capital’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
Q3 		$587K Sell
12,588
-2,679
-18% -$127K 0.38% 47
2026
Q2 		$732K Buy
15,267
+2,420
+19% +$116K 0.48% 47
2026
Q1 		$614K Buy
12,847
+411
+3% +$19.8K 0.42% 48
2025
Q4 		$597K Buy
12,436
+107
+0.9% +$5.14K 0.43% 49
2025
Q3 		$595K Sell
12,329
-2,610
-17% -$126K 0.45% 45
2025
Q2 		$715K Sell
14,939
-80
-0.5% -$3.8K 0.58% 36
2025
Q1 		$715K Buy
15,019
+4,850
+48% +$231K 0.61% 38
2024
Q4 		$482K Buy
10,169
+1,535
+18% +$73.3K 0.42% 42
2024
Q3 		$416K Hold
8,634
– – 0.37% 44
2024
Q2 		$407K Sell
8,634
-120
-1% -$5.66K 0.4% 44
2024
Q1 		$415K Sell
8,754
-1,048
-11% -$49.9K 0.6% 40
2023
Q4 		$468K Sell
9,802
-4,027
-29% -$189K 0.77% 38
2023
Q3 		$639K Sell
13,829
-1,305
-9% -$61.1K 1.21% 29
2023
Q2 		$712K Sell
15,134
-1,564
-9% -$73.6K 1.32% 27
2023
Q1 		$794K Sell
16,698
-18,664
-53% -$881K 1.29% 25
2022
Q4 		$1.66M Sell
35,362
-23,138
-40% -$1.08M 2.19% 17
2022
Q3 		$2.7M Sell
58,500
-135
-0.2% -$6.37K 3.62% 10
2022
Q2 		$2.77M Sell
58,635
-9,844
-14% -$462K 2.94% 13
2022
Q1 		$3.24M Sell
68,479
-41,696
-38% -$2.01M 3.06% 12
2021
Q4 		$5.44M Buy
+110,175
New +$5.43M 5.37% 6

Other funds holding SHM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AUA Capital Management
AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return

Anson Capital's SHM Position: Q3 2026 in Review

Anson Capital reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 18% in Q3 2026, selling an estimated $127K and leaving 12,588 shares worth $587K. The position accounts for 0.38% of the portfolio, ranked #47.

Anson Capital first reported a position in SHM in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.44M in Q4 2021. 109 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Anson Capital held 12,588 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $587K as of Q3 2026.
  • Anson Capital sold 2,679 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $127K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.38% of Anson Capital's portfolio in Q3 2026, its #47 holding.
  • Anson Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Anson Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.44M in Q4 2021.
  • 109 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.