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

Brinker Capital Investments’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 		$5.02M Sell
104,645
-72
-0.1% -$3.45K 0.04% 383
2026
Q1 		$5.01M Buy
104,717
+436
+0.4% +$21K 0.04% 362
2025
Q4 		$5M Sell
104,281
-841
-0.8% -$40.4K 0.04% 431
2025
Q3 		$5.07M Buy
105,122
+9,023
+9% +$434K 0.04% 422
2025
Q2 		$4.6M Sell
96,099
-7,362
-7% -$349K 0.04% 426
2025
Q1 		$4.92M Sell
103,461
-1,830
-2% -$87.2K 0.05% 353
2024
Q4 		$4.99M Buy
105,291
+800
+0.8% +$38.2K 0.05% 327
2024
Q3 		$5.03M Sell
104,491
-1,298
-1% -$62K 0.05% 330
2024
Q2 		$4.99M Buy
105,789
+149
+0.1% +$7.03K 0.05% 310
2024
Q1 		$5.01M Sell
105,640
-665
-0.6% -$31.7K 0.05% 318
2023
Q4 		$5.08M Sell
106,305
-913
-0.9% -$42.8K 0.06% 303
2023
Q3 		$4.96M Sell
107,218
-6,394
-6% -$299K 0.06% 301
2023
Q2 		$5.35M Sell
113,612
-7,137
-6% -$336K 0.06% 315
2023
Q1 		$10.3M Buy
120,749
+22,549
+23% +$1.06M 0.13% 151
2022
Q4 		$4.61M Sell
98,200
-441
-0.4% -$20.5K 0.09% 221
2022
Q3 		$4.55M Sell
98,641
-15,329
-13% -$723K 0.09% 218
2022
Q2 		$5.39M Buy
113,970
+60,733
+114% +$2.85M 0.1% 199
2022
Q1 		$2.52M Sell
53,237
-102,457
-66% -$4.94M 0.04% 447
2021
Q4 		$7.66M Buy
155,694
+336
+0.2% +$16.6K 0.11% 180
2021
Q3 		$7.69M Sell
155,358
-2,031
-1% -$101K 0.12% 172
2021
Q2 		$7.8M Sell
157,389
-12,685
-7% -$629K 0.1% 209
2021
Q1 		$8.43M Buy
170,074
+107,828
+173% +$5.36M 0.13% 172
2020
Q4 		$3.1M Sell
62,246
-121,585
-66% -$6.05M 0.05% 448
2020
Q3 		$9.17M Buy
183,831
+89,855
+96% +$4.49M 0.16% 157
2020
Q2 		$4.69M Buy
93,976
+6,258
+7% +$309K 0.2% 102
2020
Q1 		$4.29M Sell
87,718
-28,068
-24% -$1.37M 0.2% 107
2019
Q4 		$5.69M Buy
115,786
+15,820
+16% +$776K 0.19% 106
2019
Q3 		$4.9M Buy
99,966
+15,171
+18% +$745K 0.17% 126
2019
Q2 		$4.15M Buy
84,795
+5,895
+7% +$287K 0.13% 154
2019
Q1 		$3.83M Sell
78,900
-4,843
-6% -$234K 0.12% 154
2018
Q4 		$4.03M Sell
83,743
-4,655
-5% -$222K 0.14% 144
2018
Q3 		$4.22M Buy
88,398
+16,574
+23% +$795K 0.13% 128
2018
Q2 		$3.45M Sell
71,824
-40,334
-36% -$1.93M 0.11% 156
2018
Q1 		$5.36M Buy
112,158
+17,712
+19% +$849K 0.17% 123
2017
Q4 		$4.53M Sell
94,446
-22,474
-19% -$1.09M 0.15% 129
2017
Q3 		$5.68M Sell
116,920
-34,910
-23% -$1.7M 0.2% 104
2017
Q2 		$7.36M Buy
151,830
+24,797
+20% +$1.21M 0.28% 86
2017
Q1 		$6.15M Buy
127,033
+2,634
+2% +$127K 0.25% 94
2016
Q4 		$5.96M Sell
124,399
-82,266
-40% -$3.97M 0.25% 83
2016
Q3 		$10.1M Sell
206,665
-87,584
-30% -$4.3M 0.42% 63
2016
Q2 		$14.4M Sell
294,249
-17,568
-6% -$859K 0.61% 53
2016
Q1 		$15.2M Buy
311,817
+6,873
+2% +$336K 0.65% 47
2015
Q4 		$14.9M Buy
304,944
+59,193
+24% +$2.88M 0.64% 43
2015
Q3 		$12M Sell
245,751
-142,683
-37% -$6.94M 0.52% 59
2015
Q2 		$18.9M Buy
388,434
+4,605
+1% +$223K 0.73% 40
2015
Q1 		$18.7M Sell
383,829
-14,560
-4% -$709K 0.7% 41
2014
Q4 		$19.4M Buy
398,389
+19,229
+5% +$937K 0.74% 37
2014
Q3 		$18.5M Sell
379,160
-43,821
-10% -$2.14M 0.7% 44
2014
Q2 		$20.6M Buy
422,981
+11,169
+3% +$543K 0.76% 39
2014
Q1 		$20M Buy
411,812
+64,560
+19% +$3.14M 0.77% 38
2013
Q4 		$16.9M Buy
347,252
+75,410
+28% +$3.66M 0.65% 44
2013
Q3 		$13.2M Buy
271,842
+225,562
+487% +$10.9M 0.53% 52
2013
Q2 		$2.21M Buy
+46,280
New +$2.25M 0.09% 141

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Brinker Capital Investments's SHM Position: Q2 2026 in Review

Brinker Capital Investments reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.07% in Q2 2026, selling an estimated $3.45K and leaving 104,645 shares worth $5.02M. The position accounts for 0.04% of the portfolio, ranked #383.

Brinker Capital Investments first reported a position in SHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.6M in Q2 2014. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Brinker Capital Investments held 104,645 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.02M as of Q2 2026.
  • Brinker Capital Investments sold 72 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $3.45K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Brinker Capital Investments's portfolio in Q2 2026, its #383 holding.
  • Brinker Capital Investments first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Brinker Capital Investments's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $20.6M in Q2 2014.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.