Apella Capital
SHM icon

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

Apella 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 		$4.46M Buy
95,637
+7,499
+9% +$356K 0.06% 191
2026
Q2 		$4.22M Buy
88,138
+836
+1% +$40K 0.06% 180
2026
Q1 		$4.19M Buy
87,302
+42
+0% +$2.02K 0.06% 178
2025
Q4 		$4.19M Sell
87,260
-4,308
-5% -$207K 0.08% 143
2025
Q3 		$4.4M Sell
91,568
-29,357
-24% -$1.41M 0.1% 131
2025
Q2 		$5.78M Sell
120,925
-6,717
-5% -$319K 0.16% 103
2025
Q1 		$6M Sell
127,642
-20,388
-14% -$971K 0.21% 83
2024
Q4 		$7.02M Sell
148,030
-6,155
-4% -$294K 0.27% 63
2024
Q3 		$7.42M Buy
154,185
+10,097
+7% +$482K 0.3% 54
2024
Q2 		$6.81M Sell
144,088
-375
-0.3% -$17.7K 0.3% 52
2024
Q1 		$6.83M Buy
144,463
+4,364
+3% +$208K 0.34% 52
2023
Q4 		$6.7M Buy
140,099
+9,641
+7% +$452K 0.37% 52
2023
Q3 		$6.03M Sell
130,458
-17,639
-12% -$826K 0.43% 50
2023
Q2 		$6.97M Buy
+148,097
New +$6.97M 0.5% 44
2022
Q4 		$5.61M Sell
119,459
-6,563
-5% -$306K 0.51% 47
2022
Q3 		$5.81M Buy
126,022
+39,893
+46% +$1.88M 0.68% 37
2022
Q2 		$4.07M Buy
86,129
+23,439
+37% +$1.1M 0.49% 44
2022
Q1 		$2.97M Sell
62,690
-10,176
-14% -$491K 0.42% 45
2021
Q4 		$3.58M Buy
72,866
+2,637
+4% +$130K 0.46% 41
2021
Q3 		$3.47M Buy
70,229
+635
+0.9% +$31.5K 0.5% 43
2021
Q2 		$3.45M Sell
69,594
-7,210
-9% -$358K 0.57% 43
2021
Q1 		$3.81M Sell
76,804
-6,134
-7% -$305K 1.2% 27
2020
Q4 		$4.13M Sell
82,938
-1,723
-2% -$85.8K 1.45% 22
2020
Q3 		$4.22M Buy
84,661
+11,402
+16% +$569K 1.7% 17
2020
Q2 		$3.65M Buy
73,259
+5,214
+8% +$258K 1.7% 16
2020
Q1 		$3.33M Buy
+68,045
New +$3.33M 1.94% 12

Other funds holding SHM

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Apella Capital's SHM Position: Q3 2026 in Review

Apella Capital increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 8.5% in Q3 2026, buying an estimated $356K and bringing the position to 95,637 shares worth $4.46M. The position accounts for 0.06% of the portfolio, ranked #191.

Apella Capital first reported a position in SHM in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.42M in Q3 2024. 234 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Apella Capital held 95,637 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.46M as of Q3 2026.
  • Apella Capital bought 7,499 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $356K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Apella Capital's portfolio in Q3 2026, its #191 holding.
  • Apella Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.42M in Q3 2024.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.