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Atria Wealth Solutions’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-6,064
Closed -$289K – 1850
2025
Q1 		$289K Sell
6,064
-6,851
-53% -$326K ﹤0.01% 1486
2024
Q4 		$612K Buy
12,915
+6,649
+106% +$317K 0.01% 1162
2024
Q3 		$302K Buy
6,266
+17
+0.3% +$812 ﹤0.01% 1515
2024
Q2 		$295K Sell
6,249
-70
-1% -$3.3K ﹤0.01% 1516
2024
Q1 		$300K Sell
6,319
-138
-2% -$6.57K ﹤0.01% 1557
2023
Q4 		$309K Buy
+6,457
New +$303K ﹤0.01% 1483
2022
Q4 		– Sell
-17,011
Closed -$784K – 1873
2022
Q3 		$784K Sell
17,011
-8,418
-33% -$397K 0.01% 814
2022
Q2 		$1.2M Sell
25,429
-1,380
-5% -$64.8K 0.02% 626
2022
Q1 		$1.27M Buy
+26,809
New +$1.29M 0.02% 629

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atria Wealth Solutions's SHM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 6,064 shares — an estimated $289K sold.

Atria Wealth Solutions first reported a position in SHM in Q1 2022 and held it in 9 quarters. The position peaked at $1.27M in Q1 2022. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,064 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $289K.
  • Atria Wealth Solutions first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.27M in Q1 2022.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.