CX Institutional
SHM icon

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

CX Institutional’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
Q3 		$4.93M Sell
105,666
-1,015,896
-91% -$48.3M 0.13% 172
2026
Q2 		$53.8M Buy
1,121,562
+8,717
+0.8% +$417K 1.55% 10
2026
Q1 		$53.2M Buy
1,112,845
+54,790
+5% +$2.64M 1.62% 10
2025
Q4 		$50.8M Buy
1,058,055
+20,504
+2% +$984K 1.51% 18
2025
Q3 		$50M Sell
1,037,551
-652,852
-39% -$31.4M 1.52% 19
2025
Q2 		$80.9M Buy
1,690,403
+1,458,661
+629% +$69.2M 2.82% 2
2025
Q1 		$11M Buy
231,742
+2,481
+1% +$118K 0.42% 57
2024
Q4 		$10.9M Buy
229,261
+29,945
+15% +$1.43M 0.43% 51
2024
Q3 		$9.6M Buy
199,316
+8,546
+4% +$408K 0.43% 67
2024
Q2 		$9M Buy
190,770
+187,079
+5,069% +$8.82M 0.42% 63
2024
Q1 		$175K Buy
+3,691
New +$176K 0.01% 529
2023
Q4 		– Sell
-6,265
Closed -$290K – 568
2023
Q3 		$290K Sell
6,265
-139,299
-96% -$6.52M 0.02% 407
2023
Q2 		$6.85M Sell
145,564
-7,486
-5% -$352K 0.35% 76
2023
Q1 		$7.27M Sell
153,050
-37,055
-19% -$1.75M 0.39% 70
2022
Q4 		$8.93M Buy
190,105
+13,835
+8% +$644K 0.54% 42
2022
Q3 		$8.12M Sell
176,270
-58,414
-25% -$2.76M 0.56% 46
2022
Q2 		$11.1M Sell
234,684
-143,451
-38% -$6.74M 0.84% 25
2022
Q1 		$17.9M Buy
378,135
+117,307
+45% +$5.65M 1.43% 12
2021
Q4 		$12.8M Buy
260,828
+43,984
+20% +$2.17M 1.02% 19
2021
Q3 		$10.7M Buy
216,844
+77,840
+56% +$3.86M 0.88% 25
2021
Q2 		$6.89M Buy
139,004
+1,221
+0.9% +$60.6K 0.57% 46
2021
Q1 		$6.83M Sell
137,783
-70,392
-34% -$3.5M 0.61% 44
2020
Q4 		$10.4M Buy
208,175
+19,783
+11% +$985K 1% 17
2020
Q3 		$9.39M Buy
188,392
+51,122
+37% +$2.55M 1.01% 19
2020
Q2 		$6.85M Sell
137,270
-9,530
-6% -$471K 0.9% 25
2020
Q1 		$7.18M Buy
146,800
+26,171
+22% +$1.28M 1.17% 17
2019
Q4 		$5.92M Buy
120,629
+8,236
+7% +$404K 1.03% 28
2019
Q3 		$5.51M Sell
112,393
-3,960
-3% -$194K 0.89% 31
2019
Q2 		$5.69M Sell
116,353
-2,674
-2% -$130K 0.9% 29
2019
Q1 		$5.77M Sell
119,027
-116,177
-49% -$5.61M 1.02% 33
2018
Q4 		$11.3M Buy
235,204
+118,683
+102% +$5.66M 2.39% 7
2018
Q3 		$5.56M Sell
116,521
-2,213
-2% -$106K 1.84% 13
2018
Q2 		$5.7M Buy
+118,734
New +$5.67M 2.11% 10

Other funds holding SHM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
ACM
AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

CX Institutional's SHM Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 91% in Q3 2026, selling an estimated $48.3M and leaving 105,666 shares worth $4.93M. The position accounts for 0.13% of the portfolio, ranked #172.

CX Institutional first reported a position in SHM in Q2 2018 and has held it in 33 quarters since. The position peaked at $80.9M in Q2 2025. 67 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • CX Institutional held 105,666 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.93M as of Q3 2026.
  • CX Institutional sold 1,015,896 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $48.3M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.13% of CX Institutional's portfolio in Q3 2026, its #172 holding.
  • CX Institutional first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $80.9M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.