CAWM
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Capital A Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Capital A Wealth Management’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 		$2.1K Sell
44
-868
-95% -$41.2K 0.02% 323
2025
Q1 		$43.4K Sell
912
-178
-16% -$8.48K 0.05% 162
2024
Q4 		$51.7K Buy
+1,090
New +$52K 0.09% 155

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital A Wealth Management's SHM Position: Q2 2025 in Review

Capital A Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 95% in Q2 2025, selling an estimated $41.2K and leaving 44 shares worth $2.1K. The position accounts for 0.02% of the portfolio, ranked #323.

Capital A Wealth Management first reported a position in SHM in Q4 2024 and has held it in 3 quarters since. The position peaked at $51.7K in Q4 2024. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

  • Capital A Wealth Management held 44 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.1K as of Q2 2025.
  • Capital A Wealth Management sold 868 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $41.2K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #323 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $51.7K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.