D.A. Davidson & Co
SHM icon

D.A. Davidson & Co’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

D.A. Davidson & Co’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 		$448K Buy
+9,613
New +$457K ﹤0.01% 1241
2026
Q1 		– Sell
-10,826
Closed -$520K – 1622
2025
Q4 		$520K Buy
+10,826
New +$520K ﹤0.01% 1128
2025
Q1 		– Sell
-37,330
Closed -$1.77M – 1483
2024
Q4 		$1.77M Buy
+37,330
New +$1.78M 0.01% 605
2024
Q1 		– Sell
-18,815
Closed -$899K – 1451
2023
Q4 		$899K Buy
+18,815
New +$883K 0.01% 750
2023
Q1 		– Sell
-61,218
Closed -$2.88M – 1403
2022
Q4 		$2.88M Buy
+61,218
New +$2.85M 0.03% 363
2022
Q3 		– Sell
-26,714
Closed -$1.26M – 1345
2022
Q2 		$1.26M Buy
+26,714
New +$1.25M 0.02% 532
2021
Q1 		– Sell
-11,206
Closed -$558K – 1172
2020
Q4 		$558K Buy
+11,206
New +$558K 0.01% 671
2017
Q4 		– Sell
-26,341
Closed -$1.28M – 1132
2017
Q3 		$1.28M Hold
26,341
– – 0.03% 438
2017
Q2 		$1.28M Sell
26,341
-125
-0.5% -$6.08K 0.03% 406
2017
Q1 		$1.28M Sell
26,466
-532
-2% -$25.7K 0.03% 388
2016
Q4 		$1.29M Hold
26,998
– – 0.03% 417
2016
Q3 		$1.32M Sell
26,998
-650
-2% -$31.9K 0.03% 395
2016
Q2 		$1.36M Sell
27,648
-5,700
-17% -$279K 0.04% 345
2016
Q1 		$1.63M Sell
33,348
-5,354
-14% -$262K 0.05% 317
2015
Q4 		$1.88M Buy
38,702
+112
+0.3% +$5.46K 0.06% 284
2015
Q3 		$1.88M Sell
38,590
-10,300
-21% -$501K 0.07% 281
2015
Q2 		$2.37M Sell
48,890
-625
-1% -$30.3K 0.08% 242
2015
Q1 		$2.41M Sell
49,515
-2,613
-5% -$127K 0.08% 242
2014
Q4 		$2.53M Sell
52,128
-2,125
-4% -$104K 0.08% 236
2014
Q3 		$2.65M Sell
54,253
-300
-0.5% -$14.6K 0.09% 221
2014
Q2 		$2.65M Sell
54,553
-3,500
-6% -$170K 0.09% 231
2014
Q1 		$2.82M Sell
58,053
-500
-0.9% -$24.3K 0.1% 210
2013
Q4 		$2.84M Sell
58,553
-770
-1% -$37.4K 0.11% 194
2013
Q3 		$2.87M Buy
59,323
+535
+0.9% +$25.8K 0.13% 160
2013
Q2 		$2.81M Buy
+58,788
New +$2.85M 0.14% 155

Other funds holding SHM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

D.A. Davidson & Co's SHM Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026: 9,613 shares worth $448K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in SHM as recently as Q4 2025.

D.A. Davidson & Co first reported a position in SHM in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.88M in Q4 2022. 204 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • D.A. Davidson & Co held 9,613 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $448K as of Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new D.A. Davidson & Co position in Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1241 holding.
  • D.A. Davidson & Co first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 25 quarters since.
  • D.A. Davidson & Co's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.88M in Q4 2022.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.