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

Crewe 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	$6.38K	Hold	133	–	–	﹤0.01%	835
2026 Q1	$6.36K	Buy	+133	New	+$6.41K	﹤0.01%	733
2023 Q2	–	Sell	-1,800	Closed	-$85.6K	–	989
2023 Q1	$85.6K	Sell	1,800 -3,140	-64%	-$148K	0.01%	246
2022 Q4	$232K	Sell	4,940 -3,150	-39%	-$147K	0.04%	136
2022 Q3	$373K	Hold	8,090	–	–	0.07%	90
2022 Q2	$382K	Buy	8,090 +3,150	+64%	+$148K	0.08%	73
2022 Q1	$234K	Buy	4,940 +1,975	+67%	+$95.2K	0.05%	104
2021 Q4	$146K	Sell	2,965 -460	-13%	-$22.7K	0.03%	111
2021 Q3	$169K	Buy	3,425 +300	+10%	+$14.9K	0.04%	79
2021 Q2	$155K	Buy	3,125 +2,175	+229%	+$108K	0.04%	87
2021 Q1	$47K	Buy	+950	New	+$47.2K	0.01%	156
2020 Q1	–	Sell	-1,043	Closed	-$51K	–	235
2019 Q4	$51K	Hold	1,043	–	–	0.02%	112
2019 Q3	$51K	Sell	1,043 -1,042	-50%	-$51.2K	0.02%	118
2019 Q2	$102K	Sell	2,085 -8,871	-81%	-$431K	0.03%	112
2019 Q1	$531K	Hold	10,956	–	–	0.17%	28
2018 Q4	$527K	Hold	10,956	–	–	0.17%	31
2018 Q3	$522K	Hold	10,956	–	–	0.44%	27
2018 Q2	$526K	Sell	10,956 -1,292	-11%	-$61.7K	0.49%	25
2018 Q1	$586K	Buy	12,248 +2,983	+32%	+$143K	0.57%	21
2017 Q4	$444K	Buy	+9,265	New	+$447K	0.43%	30

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Crewe Advisors's SHM Position: Q2 2026 in Review

Crewe Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 133 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Crewe Advisors first reported a position in SHM in Q4 2017 and has held it in 20 quarters since. The position peaked at $586K in Q1 2018. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Crewe Advisors held 133 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.38K as of Q2 2026.
Crewe Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #835 holding.
Crewe Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 20 quarters since.
Crewe Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $586K in Q1 2018.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.