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

Chatham Capital Group’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 		$4.57M Sell
95,375
-500
-0.5% -$23.9K 0.58% 49
2026
Q1 		$4.59M Sell
95,875
-2,300
-2% -$111K 0.67% 49
2025
Q4 		$4.71M Sell
98,175
-20,110
-17% -$965K 0.67% 43
2025
Q3 		$5.7M Sell
118,285
-500
-0.4% -$24.1K 0.82% 34
2025
Q2 		$5.68M Buy
118,785
+2,485
+2% +$118K 0.87% 30
2025
Q1 		$5.54M Sell
116,300
-1,700
-1% -$81K 0.92% 29
2024
Q4 		$5.59M Sell
118,000
-3,600
-3% -$172K 0.92% 32
2024
Q3 		$5.85M Hold
121,600
– – 0.96% 33
2024
Q2 		$5.74M Sell
121,600
-1,850
-1% -$87.2K 1% 26
2024
Q1 		$5.86M Sell
123,450
-8,800
-7% -$419K 1.07% 27
2023
Q4 		$6.32M Sell
132,250
-17,028
-11% -$799K 1.28% 21
2023
Q3 		$6.9M Sell
149,278
-31,500
-17% -$1.48M 1.54% 19
2023
Q2 		$8.51M Buy
180,778
+32,655
+22% +$1.54M 1.79% 10
2023
Q1 		$7.04M Sell
148,123
-5,100
-3% -$241K 1.57% 13
2022
Q4 		$7.2M Sell
153,223
-48,667
-24% -$2.27M 1.69% 10
2022
Q3 		$9.3M Sell
201,890
-22,866
-10% -$1.08M 2.28% 5
2022
Q2 		$10.6M Sell
224,756
-43,450
-16% -$2.04M 2.4% 6
2022
Q1 		$12.7M Buy
268,206
+5,700
+2% +$275K 2.45% 5
2021
Q4 		$12.9M Sell
262,506
-3,800
-1% -$187K 2.33% 7
2021
Q3 		$13.2M Sell
266,306
-1,500
-0.6% -$74.4K 2.53% 6
2021
Q2 		$13.3M Buy
267,806
+12,900
+5% +$640K 2.57% 5
2021
Q1 		$12.6M Sell
254,906
-27,210
-10% -$1.35M 2.64% 5
2020
Q4 		$14M Sell
282,116
-38,470
-12% -$1.92M 3.16% 5
2020
Q3 		$16M Sell
320,586
-367
-0.1% -$18.3K 3.94% 3
2020
Q2 		$16M Buy
320,953
+4,750
+2% +$235K 4.14% 3
2020
Q1 		$15.5M Sell
316,203
-20,400
-6% -$998K 4.56% 2
2019
Q4 		$16.5M Buy
336,603
+2,900
+0.9% +$142K 4.08% 2
2019
Q3 		$16.3M Sell
333,703
-5,600
-2% -$275K 4.18% 2
2019
Q2 		$16.6M Sell
339,303
-6,000
-2% -$292K 4.18% 2
2019
Q1 		$16.7M Buy
345,303
+2,650
+0.8% +$128K 4.31% 2
2018
Q4 		$16.5M Sell
342,653
-31,297
-8% -$1.49M 4.57% 3
2018
Q3 		$17.8M Buy
373,950
+34,400
+10% +$1.65M 4.51% 3
2018
Q2 		$16.3M Buy
339,550
+6,895
+2% +$329K 4.29% 3
2018
Q1 		$15.9M Sell
332,655
-24,250
-7% -$1.16M 4.28% 4
2017
Q4 		$17.1M Sell
356,905
-43,710
-11% -$2.11M 4.7% 2
2017
Q3 		$19.5M Sell
400,615
-11,150
-3% -$544K 5.51% 2
2017
Q2 		$20M Sell
411,765
-33,050
-7% -$1.61M 5.53% 2
2017
Q1 		$21.5M Sell
444,815
-1,025
-0.2% -$49.5K 6.02% 2
2016
Q4 		$21.4M Buy
445,840
+45,690
+11% +$2.21M 6.24% 2
2016
Q3 		$19.5M Sell
400,150
-26,315
-6% -$1.29M 6.17% 2
2016
Q2 		$20.9M Buy
426,465
+38,400
+10% +$1.88M 6.47% 2
2016
Q1 		$18.9M Buy
388,065
+33,048
+9% +$1.62M 5.98% 2
2015
Q4 		$17.3M Buy
355,017
+10,363
+3% +$505K 5.55% 2
2015
Q3 		$16.8M Sell
344,654
-4,766
-1% -$232K 5.66% 1
2015
Q2 		$17M Buy
349,420
+14,200
+4% +$688K 4.77% 1
2015
Q1 		$16.3M Buy
335,220
+26,025
+8% +$1.27M 4.78% 1
2014
Q4 		$15M Buy
309,195
+43,750
+16% +$2.13M 4.48% 2
2014
Q3 		$13M Buy
265,445
+74,412
+39% +$3.63M 4.02% 4
2014
Q2 		$9.3M Buy
191,033
+25,251
+15% +$1.23M 3.64% 4
2014
Q1 		$8.04M Sell
165,782
-4,098
-2% -$199K 3.33% 5
2013
Q4 		$8.25M Buy
169,880
+3,001
+2% +$146K 3.43% 3
2013
Q3 		$8.08M Buy
166,879
+1,002
+0.6% +$48.2K 3.68% 3
2013
Q2 		$7.93M Buy
+165,877
New +$8.05M 3.87% 4

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
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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Chatham Capital Group's SHM Position: Q2 2026 in Review

Chatham Capital Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.52% in Q2 2026, selling an estimated $23.9K and leaving 95,375 shares worth $4.57M. The position accounts for 0.58% of the portfolio, ranked #49.

Chatham Capital Group first reported a position in SHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.5M in Q1 2017. 68 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Chatham Capital Group held 95,375 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.57M as of Q2 2026.
  • Chatham Capital Group sold 500 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $23.9K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.58% of Chatham Capital Group's portfolio in Q2 2026, its #49 holding.
  • Chatham Capital Group 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.
  • Chatham Capital Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $21.5M in Q1 2017.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.