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

Crestwood Advisors 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
Q1 		$3.35M Sell
69,941
-10,251
-13% -$494K 0.06% 176
2025
Q4 		$3.85M Sell
80,192
-5,609
-7% -$269K 0.06% 159
2025
Q3 		$4.14M Buy
85,801
+5,880
+7% +$283K 0.07% 147
2025
Q2 		$3.82M Buy
79,921
+8,207
+11% +$389K 0.07% 151
2025
Q1 		$3.41M Buy
71,714
+8,366
+13% +$398K 0.06% 155
2024
Q4 		$3M Buy
63,348
+13,673
+28% +$653K 0.06% 156
2024
Q3 		$2.39M Sell
49,675
-4,620
-9% -$221K 0.05% 173
2024
Q2 		$2.56M Sell
54,295
-7,295
-12% -$344K 0.05% 157
2024
Q1 		$2.92M Sell
61,590
-28,192
-31% -$1.34M 0.06% 145
2023
Q4 		$4.29M Buy
89,782
+48,021
+115% +$2.25M 0.1% 127
2023
Q3 		$1.93M Sell
41,761
-16,211
-28% -$759K 0.05% 154
2023
Q2 		$2.73M Sell
57,972
-4,628
-7% -$218K 0.09% 103
2023
Q1 		$2.98M Sell
62,600
-18,030
-22% -$851K 0.1% 100
2022
Q4 		$3.79M Sell
80,630
-12,241
-13% -$570K 0.13% 94
2022
Q3 		$4.28M Buy
92,871
+316
+0.3% +$14.9K 0.15% 92
2022
Q2 		$4.37M Sell
92,555
-85,660
-48% -$4.02M 0.15% 96
2022
Q1 		$8.44M Buy
178,215
+2,097
+1% +$101K 0.24% 77
2021
Q4 		$8.66M Sell
176,118
-12,811
-7% -$631K 0.22% 78
2021
Q3 		$9.33M Sell
188,929
-3,239
-2% -$161K 0.26% 77
2021
Q2 		$9.52M Sell
192,168
-25,482
-12% -$1.26M 0.28% 78
2021
Q1 		$10.8M Sell
217,650
-9,479
-4% -$471K 0.34% 75
2020
Q4 		$11.3M Sell
227,129
-2,977
-1% -$148K 0.37% 71
2020
Q3 		$11.5M Buy
230,106
+6,108
+3% +$305K 0.43% 70
2020
Q2 		$11.2M Sell
223,998
-1,142
-0.5% -$56.4K 0.45% 66
2020
Q1 		$11M Sell
225,140
-6,762
-3% -$331K 0.55% 59
2019
Q4 		$11.4M Buy
231,902
+5,563
+2% +$273K 0.45% 65
2019
Q3 		$11.1M Sell
226,339
-16,025
-7% -$787K 0.49% 65
2019
Q2 		$11.9M Sell
242,364
-12,323
-5% -$599K 0.54% 62
2019
Q1 		$12.3M Sell
254,687
-216,252
-46% -$10.4M 0.88% 46
2018
Q4 		$22.6M Buy
470,939
+139,581
+42% +$6.66M 1.8% 21
2018
Q3 		$15.8M Buy
331,358
+1,920
+0.6% +$92K 1.11% 41
2018
Q2 		$15.8M Buy
329,438
+62,365
+23% +$2.98M 1.15% 41
2018
Q1 		$12.8M Sell
267,073
-6,237
-2% -$299K 1% 43
2017
Q4 		$13.1M Buy
273,310
+14,274
+6% +$689K 1.04% 44
2017
Q3 		$12.6M Buy
259,036
+3,618
+1% +$176K 1.08% 42
2017
Q2 		$12.5M Buy
255,418
+4,479
+2% +$218K 1.06% 44
2017
Q1 		$12.2M Buy
+250,939
New +$12.1M 1.07% 45
2016
Q2 		– Sell
-306,689
Closed -$15M – 139
2016
Q1 		$15M Sell
306,689
-9,663
-3% -$473K 1.77% 29
2015
Q4 		$15.4M Sell
316,352
-25,011
-7% -$1.22M 1.86% 22
2015
Q3 		$16.6M Buy
341,363
+33,076
+11% +$1.61M 2.16% 17
2015
Q2 		$15M Buy
308,287
+14,331
+5% +$694K 1.99% 19
2015
Q1 		$14.3M Buy
293,956
+25,899
+10% +$1.26M 2.04% 21
2014
Q4 		$13M Buy
268,057
+21,838
+9% +$1.06M 1.96% 19
2014
Q3 		$12M Buy
246,219
+18,841
+8% +$918K 1.88% 21
2014
Q2 		$11.1M Sell
227,378
-6,630
-3% -$322K 1.77% 25
2014
Q1 		$11.4M Buy
234,008
+43,760
+23% +$2.13M 1.85% 22
2013
Q4 		$9.24M Buy
190,248
+7,774
+4% +$377K 1.48% 28
2013
Q3 		$8.84M Buy
182,474
+3,351
+2% +$161K 1.55% 28
2013
Q2 		$8.56M Buy
+179,123
New +$8.69M 1.58% 25

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

Crestwood Advisors Group's SHM Position: Q1 2026 in Review

Crestwood Advisors Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 13% in Q1 2026, selling an estimated $494K and leaving 69,941 shares worth $3.35M. The position accounts for 0.06% of the portfolio, ranked #176.

Crestwood Advisors Group first reported a position in SHM in Q2 2013 and has held it in 49 quarters since. The position peaked at $22.6M in Q4 2018. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Crestwood Advisors Group held 69,941 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.35M as of Q1 2026.
  • Crestwood Advisors Group sold 10,251 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $494K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Crestwood Advisors Group's portfolio in Q1 2026, its #176 holding.
  • Crestwood Advisors Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • Crestwood Advisors Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $22.6M in Q4 2018.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.