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

Apexium Financial’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
2025
Q3 		$463K Sell
9,612
-10
-0.1% -$481 0.02% 201
2025
Q2 		$460K Sell
9,622
-70
-0.7% -$3.32K 0.02% 191
2025
Q1 		$461K Sell
9,692
-160
-2% -$7.62K 0.03% 180
2024
Q4 		$467K Sell
9,852
-1,705
-15% -$81.4K 0.03% 166
2024
Q3 		$556K Sell
11,557
-128
-1% -$6.11K 0.04% 137
2024
Q2 		$551K Buy
11,685
+138
+1% +$6.51K 0.04% 128
2024
Q1 		$548K Sell
11,547
-3,466
-23% -$165K 0.04% 128
2023
Q4 		$717K Buy
15,013
+3,844
+34% +$180K 0.05% 148
2023
Q3 		$516K Sell
11,169
-1,640
-13% -$76.8K 0.05% 128
2023
Q2 		$603K Sell
12,809
-8,049
-39% -$379K 0.05% 123
2023
Q1 		$992K Hold
20,858
– – 0.1% 86
2022
Q4 		$980K Buy
20,858
+6,554
+46% +$305K 0.1% 78
2022
Q3 		$659K Buy
+14,304
New +$675K 0.08% 99

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Apexium Financial's SHM Position: Q3 2025 in Review

Apexium Financial reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.1% in Q3 2025, selling an estimated $481 and leaving 9,612 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #201.

Apexium Financial first reported a position in SHM in Q3 2022 and has held it in 13 quarters since. The position peaked at $992K in Q1 2023. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

  • Apexium Financial held 9,612 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $463K as of Q3 2025.
  • Apexium Financial sold 10 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $481.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #201 holding.
  • Apexium Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $992K in Q1 2023.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.