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Dakota Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Dakota Wealth Management’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 		$853K Sell
17,830
-141
-0.8% -$6.79K 0.02% 427
2025
Q4 		$862K Sell
17,971
-35,229
-66% -$1.69M 0.02% 435
2025
Q3 		$2.57M Buy
53,200
+6,000
+13% +$289K 0.05% 222
2025
Q2 		$2.26M Sell
47,200
-24,400
-34% -$1.16M 0.05% 249
2025
Q1 		$3.41M Buy
71,600
+4,100
+6% +$195K 0.08% 184
2024
Q4 		$3.2M Buy
67,500
+12,400
+23% +$592K 0.07% 201
2024
Q3 		$2.65M Buy
55,100
+13,941
+34% +$666K 0.06% 233
2024
Q2 		$1.94M Buy
41,159
+1,800
+5% +$84.9K 0.05% 264
2024
Q1 		$1.87M Buy
39,359
+19,600
+99% +$934K 0.05% 273
2023
Q4 		$944K Hold
19,759
– – 0.04% 321
2023
Q3 		$913K Buy
19,759
+13,754
+229% +$644K 0.04% 301
2023
Q2 		$283K Buy
6,005
+700
+13% +$33K 0.01% 495
2023
Q1 		$252K Buy
5,305
+500
+10% +$23.6K 0.02% 512
2022
Q4 		$226K Sell
4,805
-56,060
-92% -$2.61M 0.02% 520
2022
Q3 		$2.81M Buy
60,865
+185
+0.3% +$8.73K 0.23% 106
2022
Q2 		$2.87M Buy
60,680
+2,105
+4% +$98.8K 0.26% 103
2022
Q1 		$2.77M Buy
58,575
+200
+0.3% +$9.64K 0.22% 121
2021
Q4 		$2.87M Sell
58,375
-2,896
-5% -$143K 0.3% 89
2021
Q3 		$3.03M Buy
61,271
+800
+1% +$39.7K 0.35% 82
2021
Q2 		$3M Sell
60,471
-1,495
-2% -$74.1K 0.36% 81
2021
Q1 		$3.07M Buy
61,966
+16,571
+37% +$823K 0.4% 73
2020
Q4 		$2.26M Sell
45,395
-59,300
-57% -$2.95M 0.29% 88
2020
Q3 		$5.22M Buy
104,695
+77,475
+285% +$3.87M 0.82% 35
2020
Q2 		$1.36M Buy
27,220
+11,045
+68% +$546K 0.23% 104
2020
Q1 		$791K Sell
16,175
-1,701
-10% -$83.2K 0.17% 120
2019
Q4 		$878K Sell
17,876
-12
-0.1% -$588 0.14% 141
2019
Q3 		$876K Buy
17,888
+3,253
+22% +$160K 0.15% 142
2019
Q2 		$717K Buy
14,635
+3,642
+33% +$177K 0.14% 146
2019
Q1 		$533K Sell
10,993
-6,378
-37% -$308K 0.11% 174
2018
Q4 		$832K Buy
17,371
+762
+5% +$36.4K 0.19% 99
2018
Q3 		$792K Sell
16,609
-10,337
-38% -$496K 0.18% 108
2018
Q2 		$1.29M Buy
26,946
+5,644
+26% +$270K 0.36% 67
2018
Q1 		$1.02M Buy
+21,302
New +$1.02M 0.53% 38

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

Dakota Wealth Management's SHM Position: Q1 2026 in Review

Dakota Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.78% in Q1 2026, selling an estimated $6.79K and leaving 17,830 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #427.

Dakota Wealth Management first reported a position in SHM in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.22M in Q3 2020. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Dakota Wealth Management held 17,830 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $853K as of Q1 2026.
  • Dakota Wealth Management sold 141 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $6.79K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #427 holding.
  • Dakota Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Dakota Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.22M in Q3 2020.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.