Cetera Investment Advisers
SHM icon

Cetera Investment Advisers’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cetera Investment Advisers’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 		$9.85M Buy
205,412
+33,675
+20% +$1.61M 0.01% 1165
2026
Q1 		$8.21M Sell
171,737
-162,003
-49% -$7.81M 0.01% 1178
2025
Q4 		$16M Buy
333,740
+25,478
+8% +$1.22M 0.02% 768
2025
Q3 		$14.9M Buy
308,262
+54,075
+21% +$2.6M 0.02% 776
2025
Q2 		$12.2M Buy
254,187
+2,860
+1% +$136K 0.02% 721
2025
Q1 		$12M Buy
251,327
+33,368
+15% +$1.59M 0.02% 681
2024
Q4 		$10.3M Sell
217,959
-8,081
-4% -$386K 0.02% 693
2024
Q3 		$10.9M Sell
226,040
-6,699
-3% -$320K 0.02% 668
2024
Q2 		$11M Buy
232,739
+1,495
+0.6% +$70.5K 0.03% 639
2024
Q1 		$11M Buy
231,244
+60,270
+35% +$2.87M 0.03% 637
2023
Q4 		$8.17M Sell
170,974
-18,849
-10% -$884K 0.07% 274
2023
Q3 		$8.78M Buy
189,823
+1,822
+1% +$85.3K 0.08% 256
2023
Q2 		$8.85M Sell
188,001
-7,281
-4% -$343K 0.07% 248
2023
Q1 		$9.29M Sell
195,282
-18,820
-9% -$889K 0.08% 230
2022
Q4 		$10.1M Buy
214,102
+172,185
+411% +$8.02M 0.09% 210
2022
Q3 		$1.93M Buy
41,917
+5,694
+16% +$269K 0.04% 468
2022
Q2 		$1.71M Sell
36,223
-2,122
-6% -$99.6K 0.03% 585
2022
Q1 		$1.81M Sell
38,345
-4,915
-11% -$237K 0.03% 595
2021
Q4 		$2.13M Buy
43,260
+3,661
+9% +$180K 0.03% 537
2021
Q3 		$1.96M Buy
39,599
+705
+2% +$35K 0.03% 525
2021
Q2 		$1.93M Buy
38,894
+16,408
+73% +$814K 0.03% 519
2021
Q1 		$1.11M Sell
22,486
-20,468
-48% -$1.02M 0.02% 624
2020
Q4 		$2.14M Buy
42,954
+38,516
+868% +$1.92M 0.04% 410
2020
Q3 		$221K Sell
4,438
-525
-11% -$26.2K 0.02% 574
2020
Q2 		$248K Sell
4,963
-200
-4% -$9.88K 0.02% 522
2020
Q1 		$252K Buy
5,163
+75
+1% +$3.67K 0.03% 440
2019
Q4 		$251K Buy
5,088
+386
+8% +$18.9K 0.03% 492
2019
Q3 		$231K Buy
+4,702
New +$231K 0.03% 467
2017
Q1 		– Sell
-10,220
Closed -$490K – 371
2016
Q4 		$490K Sell
10,220
-4,350
-30% -$210K 0.16% 169
2016
Q3 		$712K Buy
14,570
+2,691
+23% +$132K 0.31% 94
2016
Q2 		$584K Buy
11,879
+1,801
+18% +$88.1K 0.23% 126
2016
Q1 		$493K Buy
+10,078
New +$493K 0.21% 137

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

Cetera Investment Advisers's SHM Position: Q2 2026 in Review

Cetera Investment Advisers increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 20% in Q2 2026, buying an estimated $1.61M and bringing the position to 205,412 shares worth $9.85M. The position accounts for 0.01% of the portfolio, ranked #1165.

Cetera Investment Advisers first reported a position in SHM in Q1 2016 and has held it in 32 quarters since. The position peaked at $16M in Q4 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Cetera Investment Advisers held 205,412 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.85M as of Q2 2026.
  • Cetera Investment Advisers bought 33,675 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1.61M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1165 holding.
  • Cetera Investment Advisers first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2016 and has held it in 32 quarters since.
  • Cetera Investment Advisers's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $16M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.