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

CoreCap 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
Q2 		$22.7K Sell
474
-118
-20% -$5.65K ﹤0.01% 1741
2026
Q1 		$28.3K Sell
592
-146
-20% -$7.04K ﹤0.01% 1536
2025
Q4 		$35.4K Buy
738
+1
+0.1% +$48 ﹤0.01% 1466
2025
Q3 		$35.6K Hold
737
– – ﹤0.01% 1452
2025
Q2 		$35.3K Buy
737
+719
+3,994% +$34.1K ﹤0.01% 1387
2025
Q1 		$836 Buy
18
+1
+6% +$48 ﹤0.01% 2563
2024
Q4 		$829 Hold
17
– – ﹤0.01% 2408
2024
Q3 		$835 Sell
17
-546
-97% -$26.1K ﹤0.01% 2291
2024
Q2 		$26.6K Buy
563
+546
+3,212% +$25.7K ﹤0.01% 811
2024
Q1 		$815 Buy
+17
New +$810 ﹤0.01% 2256
2022
Q4 		$29.5K Buy
+628
New +$29.2K ﹤0.01% 1163
2022
Q3 		– Sell
-685
Closed -$32K – 1815
2022
Q2 		$32K Buy
+685
New +$32.2K ﹤0.01% 1092
2022
Q1 		– Sell
-807
Closed -$40K – 1815
2021
Q4 		$40K Buy
+807
New +$39.8K ﹤0.01% 1079

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

CoreCap Advisors's SHM Position: Q2 2026 in Review

CoreCap Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 20% in Q2 2026, selling an estimated $5.65K and leaving 474 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

CoreCap Advisors first reported a position in SHM in Q4 2021 and has held it in 13 quarters since. The position peaked at $40K in Q4 2021. 92 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • CoreCap Advisors held 474 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $22.7K as of Q2 2026.
  • CoreCap Advisors sold 118 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $5.65K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1741 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $40K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.