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

Capital Advisors Inc’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	$207K	Sell	4,325 -780	-15%	-$37.3K	﹤0.01%	356
2026 Q1	$244K	Hold	5,105	–	–	﹤0.01%	320
2025 Q4	$245K	Hold	5,105	–	–	﹤0.01%	299
2025 Q3	$246K	Hold	5,105	–	–	﹤0.01%	290
2025 Q2	$244K	Hold	5,105	–	–	﹤0.01%	285
2025 Q1	$243K	Hold	5,105	–	–	﹤0.01%	281
2024 Q4	$242K	Hold	5,105	–	–	﹤0.01%	278
2024 Q3	$246K	Hold	5,105	–	–	﹤0.01%	273
2024 Q2	$241K	Hold	5,105	–	–	0.01%	278
2024 Q1	$242K	Buy	+5,105	New	+$243K	0.01%	270

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

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

Capital Advisors Inc reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q2 2026, selling an estimated $37.3K and leaving 4,325 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Capital Advisors Inc first reported a position in SHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $246K in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Capital Advisors Inc held 4,325 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $207K as of Q2 2026.
Capital Advisors Inc sold 780 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $37.3K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #356 holding.
Capital Advisors Inc first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Capital Advisors Inc's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $246K in Q3 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.