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

Aptus 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	$272K	Buy	5,671 +734	+15%	+$35.1K	﹤0.01%	989
2026 Q1	$236K	Sell	4,937 -1,043	-17%	-$50.3K	﹤0.01%	957
2025 Q4	$287K	Buy	5,980 +503	+9%	+$24.1K	﹤0.01%	901
2025 Q3	$264K	Buy	5,477 +3	+0.1%	+$144	﹤0.01%	883
2025 Q2	$262K	Sell	5,474 -87	-2%	-$4.13K	﹤0.01%	860
2025 Q1	$265K	Buy	5,561 +55	+1%	+$2.62K	﹤0.01%	805
2024 Q4	$261K	Buy	5,506 +2,396	+77%	+$114K	﹤0.01%	813
2024 Q3	$150K	Sell	3,110 -752	-19%	-$35.9K	﹤0.01%	799
2024 Q2	$182K	Sell	3,862 -5,407	-58%	-$255K	﹤0.01%	743
2024 Q1	$440K	Buy	9,269 +7,657	+475%	+$365K	0.01%	544
2023 Q4	$77K	Buy	1,612 +1,112	+222%	+$52.2K	﹤0.01%	634
2023 Q3	$23.1K	Hold	500	–	–	﹤0.01%	740
2023 Q2	$23.5K	Buy	+500	New	+$23.5K	﹤0.01%	642

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Aptus Capital Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q2 2026, buying an estimated $35.1K and bringing the position to 5,671 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Aptus Capital Advisors first reported a position in SHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $440K in Q1 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Aptus Capital Advisors held 5,671 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $272K as of Q2 2026.
Aptus Capital Advisors bought 734 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $35.1K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #989 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $440K in Q1 2024.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.