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

Clearwater Capital Advisors’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 Q1	$777K	Hold	16,250	–	–	0.06%	91
2025 Q4	$780K	Sell	16,250 -2,740	-14%	-$132K	0.07%	88
2025 Q3	$916K	Hold	18,990	–	–	0.08%	82
2025 Q2	$908K	Sell	18,990 -2,536	-12%	-$120K	0.08%	79
2025 Q1	$1.02M	Hold	21,526	–	–	0.1%	74
2024 Q4	$1.02M	Hold	21,526	–	–	0.1%	75
2024 Q3	$1.04M	Hold	21,526	–	–	0.1%	75
2024 Q2	$1.02M	Hold	21,526	–	–	0.11%	71
2024 Q1	$1.02M	Buy	21,526 +151	+0.7%	+$7.19K	0.11%	68
2023 Q4	$1.02M	Buy	21,375 +2,385	+13%	+$112K	0.11%	69
2023 Q3	$878K	Hold	18,990	–	–	0.11%	63
2023 Q2	$893K	Sell	18,990 -5,100	-21%	-$240K	0.11%	67
2023 Q1	$1.15M	Hold	24,090	–	–	0.14%	63
2022 Q4	$1.13M	Buy	24,090 +14,840	+160%	+$691K	0.15%	65
2022 Q3	$426K	Hold	9,250	–	–	0.06%	103
2022 Q2	$437K	Buy	+9,250	New	+$434K	0.06%	99
2018 Q4	–	Sell	-5,471	Closed	-$261K	–	195
2018 Q3	$261K	Hold	5,471	–	–	0.05%	172
2018 Q2	$263K	Hold	5,471	–	–	0.05%	165
2018 Q1	$262K	Sell	5,471 -3,140	-36%	-$151K	0.05%	166
2017 Q4	$413K	Sell	8,611 -8,500	-50%	-$410K	0.09%	131
2017 Q3	$831K	Hold	17,111	–	–	0.19%	100
2017 Q2	$830K	Buy	17,111 +3,000	+21%	+$146K	0.21%	95
2017 Q1	$683K	Buy	14,111 +1,490	+12%	+$71.9K	0.19%	99
2016 Q4	$605K	Sell	12,621 -30,502	-71%	-$1.47M	0.21%	93
2016 Q3	$2.1M	Buy	43,123 +3,000	+7%	+$147K	0.74%	42
2016 Q2	$1.97M	Buy	+40,123	New	+$1.96M	0.73%	42

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Clearwater Capital Advisors's SHM Position: Q1 2026 in Review

Clearwater Capital Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 16,250 shares worth $777K. The position accounts for 0.06% of the portfolio, ranked #91.

Clearwater Capital Advisors first reported a position in SHM in Q2 2016 and has held it in 26 quarters since. The position peaked at $2.1M in Q3 2016. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Clearwater Capital Advisors held 16,250 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $777K as of Q1 2026.
Clearwater Capital Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Clearwater Capital Advisors's portfolio in Q1 2026, its #91 holding.
Clearwater Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2016 and has held it in 26 quarters since.
Clearwater Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.1M in Q3 2016.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.