Creative Planning
SHM icon

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

Creative Planning’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 		$2.95M Buy
61,753
+32,420
+111% +$1.56M ﹤0.01% 1588
2025
Q4 		$1.41M Buy
29,333
+8,243
+39% +$396K ﹤0.01% 2007
2025
Q3 		$1.02M Sell
21,090
-2,401
-10% -$116K ﹤0.01% 2102
2025
Q2 		$1.12M Buy
23,491
+2,366
+11% +$112K ﹤0.01% 1754
2025
Q1 		$1.01M Buy
21,125
+674
+3% +$32.1K ﹤0.01% 1710
2024
Q4 		$969K Buy
20,451
+4,675
+30% +$223K ﹤0.01% 1662
2024
Q3 		$759K Sell
15,776
-3,642
-19% -$174K ﹤0.01% 1750
2024
Q2 		$916K Sell
19,418
-11,646
-37% -$549K ﹤0.01% 1470
2024
Q1 		$1.47M Sell
31,064
-2,150
-6% -$102K ﹤0.01% 1111
2023
Q4 		$1.59M Buy
33,214
+2,185
+7% +$103K ﹤0.01% 1011
2023
Q3 		$1.43M Buy
31,029
+8,742
+39% +$409K ﹤0.01% 1001
2023
Q2 		$1.05M Buy
22,287
+11,153
+100% +$525K ﹤0.01% 1106
2023
Q1 		$529K Sell
11,134
-4,287
-28% -$202K ﹤0.01% 1424
2022
Q4 		$724K Buy
15,421
+4,887
+46% +$227K ﹤0.01% 1205
2022
Q3 		$486K Sell
10,534
-11,025
-51% -$520K ﹤0.01% 1350
2022
Q2 		$1.02M Sell
21,559
-5,887
-21% -$276K ﹤0.01% 971
2022
Q1 		$1.3M Buy
27,446
+10,894
+66% +$525K ﹤0.01% 867
2021
Q4 		$814K Sell
16,552
-900
-5% -$44.3K ﹤0.01% 1049
2021
Q3 		$862K Sell
17,452
-878
-5% -$43.5K ﹤0.01% 1020
2021
Q2 		$908K Buy
18,330
+840
+5% +$41.7K ﹤0.01% 974
2021
Q1 		$867K Buy
17,490
+3,543
+25% +$176K ﹤0.01% 1113
2020
Q4 		$694K Buy
13,947
+5,513
+65% +$275K ﹤0.01% 1136
2020
Q3 		$421K Sell
8,434
-1,525
-15% -$76.2K ﹤0.01% 1224
2020
Q2 		$497K Sell
9,959
-1,100
-10% -$54.3K ﹤0.01% 1034
2020
Q1 		$541K Sell
11,059
-6,380
-37% -$312K ﹤0.01% 904
2019
Q4 		$856K Buy
17,439
+2,488
+17% +$122K ﹤0.01% 862
2019
Q3 		$732K Sell
14,951
-874
-6% -$42.9K ﹤0.01% 883
2019
Q2 		$774K Sell
15,825
-471
-3% -$22.9K ﹤0.01% 871
2019
Q1 		$790K Buy
16,296
+158
+1% +$7.63K ﹤0.01% 826
2018
Q4 		$776K Sell
16,138
-2,918
-15% -$139K ﹤0.01% 772
2018
Q3 		$909K Buy
19,056
+2,337
+14% +$112K ﹤0.01% 803
2018
Q2 		$802K Sell
16,719
-5,393
-24% -$258K ﹤0.01% 869
2018
Q1 		$1.06M Sell
22,112
-13,997
-39% -$671K ﹤0.01% 705
2017
Q4 		$1.73M Buy
36,109
+633
+2% +$30.6K 0.01% 505
2017
Q3 		$1.72M Sell
35,476
-334
-0.9% -$16.3K 0.01% 513
2017
Q2 		$1.74M Buy
35,810
+2,138
+6% +$104K 0.01% 486
2017
Q1 		$1.63M Buy
33,672
+13,423
+66% +$648K 0.01% 492
2016
Q4 		$971K Sell
20,249
-2,685
-12% -$130K 0.01% 635
2016
Q3 		$1.12M Buy
22,934
+13,733
+149% +$674K 0.01% 554
2016
Q2 		$452K Sell
9,201
-846
-8% -$41.4K ﹤0.01% 825
2016
Q1 		$490K Sell
10,047
-1,125
-10% -$55K ﹤0.01% 757
2015
Q4 		$544K Buy
11,172
+141
+1% +$6.87K ﹤0.01% 714
2015
Q3 		$537K Sell
11,031
-585
-5% -$28.4K ﹤0.01% 715
2015
Q2 		$564K Sell
11,616
-1,546
-12% -$74.9K 0.01% 627
2015
Q1 		$640K Sell
13,162
-1,316
-9% -$64.1K 0.01% 634
2014
Q4 		$703K Sell
14,478
-1,355
-9% -$66K 0.01% 567
2014
Q3 		$773K Buy
15,833
+4,590
+41% +$224K 0.01% 493
2014
Q2 		$547K Buy
11,243
+3,978
+55% +$193K 0.01% 609
2014
Q1 		$352K Sell
7,265
-3,705
-34% -$180K 0.01% 759
2013
Q4 		$533K Buy
10,970
+5,065
+86% +$246K 0.01% 504
2013
Q3 		$286K Buy
5,905
+139
+2% +$6.69K 0.01% 620
2013
Q2 		$276K Buy
+5,766
New +$280K 0.01% 579

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
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

Creative Planning's SHM Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 111% in Q1 2026, buying an estimated $1.56M and bringing the position to 61,753 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Creative Planning first reported a position in SHM in Q2 2013 and has held it in 52 quarters since. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Creative Planning held 61,753 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.95M as of Q1 2026.
  • Creative Planning bought 32,420 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $1.56M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1588 holding.
  • Creative Planning first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.