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

Davidson Investment 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 		$2.08M Sell
43,357
-4,001
-8% -$191K 0.09% 84
2026
Q1 		$2.27M Buy
47,358
+6,019
+15% +$290K 0.1% 86
2025
Q4 		$1.98M Sell
41,339
-19,686
-32% -$945K 0.08% 86
2025
Q3 		$2.94M Sell
61,025
-2,764
-4% -$133K 0.12% 87
2025
Q2 		$3.05M Sell
63,789
-8,153
-11% -$387K 0.14% 86
2025
Q1 		$3.42M Sell
71,942
-4,986
-6% -$237K 0.17% 85
2024
Q4 		$3.65M Buy
76,928
+49
+0.1% +$2.34K 0.18% 84
2024
Q3 		$3.7M Sell
76,879
-4,638
-6% -$221K 0.18% 84
2024
Q2 		$3.85M Sell
81,517
-13,752
-14% -$648K 0.2% 84
2024
Q1 		$4.52M Sell
95,269
-21,597
-18% -$1.03M 0.23% 85
2023
Q4 		$5.59M Sell
116,866
-8,228
-7% -$386K 0.32% 80
2023
Q3 		$5.78M Sell
125,094
-922
-0.7% -$43.2K 0.37% 79
2023
Q2 		$5.93M Sell
126,016
-124,464
-50% -$5.86M 0.37% 78
2023
Q1 		$11.9M Buy
+250,480
New +$11.8M 0.78% 67

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Davidson Investment Advisors's SHM Position: Q2 2026 in Review

Davidson Investment Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 8.4% in Q2 2026, selling an estimated $191K and leaving 43,357 shares worth $2.08M. The position accounts for 0.09% of the portfolio, ranked #84.

Davidson Investment Advisors first reported a position in SHM in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.9M in Q1 2023. 131 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Davidson Investment Advisors held 43,357 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.08M as of Q2 2026.
  • Davidson Investment Advisors sold 4,001 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $191K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.09% of Davidson Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Davidson Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Davidson Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $11.9M in Q1 2023.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.