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

Capital Advisors Ltd’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 		$436K Hold
9,097
– – 0.04% 201
2026
Q1 		$435K Hold
9,097
– – 0.05% 189
2025
Q4 		$437K Hold
9,097
– – 0.05% 190
2025
Q3 		$439K Hold
9,097
– – 0.05% 186
2025
Q2 		$435K Hold
9,097
– – 0.05% 178
2025
Q1 		$433K Sell
9,097
-1,051
-10% -$50.1K 0.06% 171
2024
Q4 		$481K Hold
10,148
– – 0.06% 159
2024
Q3 		$489K Sell
10,148
-2,230
-18% -$106K 0.06% 160
2024
Q2 		$584K Sell
12,378
-530
-4% -$25K 0.08% 142
2024
Q1 		$612K Hold
12,908
– – 0.08% 137
2023
Q4 		$617K Hold
12,908
– – 0.09% 128
2023
Q3 		$597K Hold
12,908
– – 0.09% 129
2023
Q2 		$607K Sell
12,908
-4,300
-25% -$202K 0.09% 129
2023
Q1 		$818K Hold
17,208
– – 0.13% 92
2022
Q4 		$808K Hold
17,208
– – 0.14% 93
2022
Q3 		$793K Hold
17,208
– – 0.15% 90
2022
Q2 		$813K Hold
17,208
– – 0.15% 91
2022
Q1 		$814K Buy
17,208
+6,328
+58% +$305K 0.14% 91
2021
Q4 		$535K Sell
10,880
-102
-0.9% -$5.03K 0.09% 127
2021
Q3 		$545K Buy
10,982
+102
+0.9% +$5.06K 0.1% 108
2021
Q2 		$539K Hold
10,880
– – 0.1% 108
2021
Q1 		$539K Sell
10,880
-717
-6% -$35.6K 0.1% 101
2020
Q4 		$577K Sell
11,597
-208
-2% -$10.4K 0.13% 90
2020
Q3 		$589K Hold
11,805
– – 0.15% 83
2020
Q2 		$589K Hold
11,805
– – 0.16% 85
2020
Q1 		$577K Hold
11,805
– – 0.18% 79
2019
Q4 		$580K Hold
11,805
– – 0.15% 82
2019
Q3 		$578K Hold
11,805
– – 0.16% 82
2019
Q2 		$578K Hold
11,805
– – 0.16% 76
2019
Q1 		$572K Sell
11,805
-18,125
-61% -$875K 0.15% 86
2018
Q4 		$1.44M Buy
29,930
+25,745
+615% +$1.23M 0.42% 45
2018
Q3 		$200K Hold
4,185
– – 0.06% 149
2018
Q2 		$201K Hold
4,185
– – 0.06% 127
2018
Q1 		$200K Sell
4,185
-1,774
-30% -$85.1K 0.06% 128
2017
Q4 		$285K Sell
5,959
-4,326
-42% -$209K 0.09% 101
2017
Q3 		$500K Hold
10,285
– – 0.18% 75
2017
Q2 		$499K Buy
10,285
+1,134
+12% +$55.1K 0.18% 74
2017
Q1 		$443K Sell
9,151
-1,015
-10% -$49K 0.17% 77
2016
Q4 		$487K Buy
10,166
+2
+0% +$97 0.2% 68
2016
Q3 		$497K Buy
10,164
+1
+0% +$49 0.22% 63
2016
Q2 		$499K Sell
10,163
-1,158
-10% -$56.6K 0.23% 59
2016
Q1 		$552K Sell
11,321
-2,950
-21% -$144K 0.27% 50
2015
Q4 		$695K Sell
14,271
-916
-6% -$44.6K 0.36% 47
2015
Q3 		$740K Buy
15,187
+3,599
+31% +$175K 0.41% 42
2015
Q2 		$563K Hold
11,588
– – 0.29% 50
2015
Q1 		$564K Sell
11,588
-1,056
-8% -$51.4K 0.29% 50
2014
Q4 		$614K Buy
12,644
+1
+0% +$49 0.33% 46
2014
Q3 		$617K Buy
12,643
+306
+2% +$14.9K 0.35% 46
2014
Q2 		$600K Sell
12,337
-3,702
-23% -$180K 0.34% 47
2014
Q1 		$778K Buy
16,039
+1,055
+7% +$51.4K 0.46% 38
2013
Q4 		$728K Buy
+14,984
New +$727K 0.48% 37

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Capital Advisors Ltd held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 9,097 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #201.

Capital Advisors Ltd first reported a position in SHM in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.44M in Q4 2018. 68 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Capital Advisors Ltd held 9,097 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $436K as of Q2 2026.
  • Capital Advisors Ltd left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #201 holding.
  • Capital Advisors Ltd first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.44M in Q4 2018.
  • 68 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 Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.