Detalus Advisors
SHM icon

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

Detalus 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
Q3 		$1.39M Sell
29,806
-15,931
-35% -$757K 0.27% 49
2026
Q2 		$2.19M Sell
45,737
-6,984
-13% -$334K 0.43% 39
2026
Q1 		$2.52M Sell
52,721
-12,388
-19% -$597K 0.58% 34
2025
Q4 		$3.12M Buy
65,109
+1,453
+2% +$69.7K 0.76% 27
2025
Q3 		$3.07M Sell
63,656
-4,476
-7% -$215K 0.79% 26
2025
Q2 		$3.26M Buy
68,132
+29
+0% +$1.38K 0.94% 21
2025
Q1 		$3.24M Sell
68,103
-4,923
-7% -$234K 1.02% 23
2024
Q4 		$3.46M Buy
73,026
+3,439
+5% +$164K 1.14% 18
2024
Q3 		$3.35M Sell
69,587
-2,414
-3% -$115K 1.11% 18
2024
Q2 		$3.4M Sell
72,001
-9,533
-12% -$449K 1.16% 19
2024
Q1 		$3.87M Buy
81,534
+1,863
+2% +$88.7K 1.38% 17
2023
Q4 		$3.81M Sell
79,671
-4,761
-6% -$223K 1.52% 15
2023
Q3 		$3.9M Sell
84,432
-198
-0.2% -$9.27K 1.83% 14
2023
Q2 		$3.98M Buy
84,630
+746
+0.9% +$35.1K 1.78% 11
2023
Q1 		$3.99M Sell
83,884
-24,728
-23% -$1.17M 1.91% 11
2022
Q4 		$5.1M Buy
108,612
+10,637
+11% +$495K 2.49% 9
2022
Q3 		$4.52M Buy
97,975
+69,067
+239% +$3.26M 2.71% 6
2022
Q2 		$1.37M Buy
28,908
+22,008
+319% +$1.03M 0.8% 21
2022
Q1 		$327K Hold
6,900
– – 0.17% 82
2021
Q4 		$339K Buy
6,900
+100
+1% +$4.93K 0.16% 86
2021
Q3 		$336K Hold
6,800
– – 0.17% 88
2021
Q2 		$337K Sell
6,800
-8,200
-55% -$407K 0.18% 86
2021
Q1 		$743K Hold
15,000
– – 0.44% 45
2020
Q4 		$747K Buy
15,000
+7,500
+100% +$373K 0.47% 36
2020
Q3 		$374K Hold
7,500
– – 0.27% 63
2020
Q2 		$374K Buy
7,500
+2
+0% +$99 0.29% 64
2020
Q1 		$367K Buy
+7,498
New +$367K 0.34% 58

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GAMMA Investing
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AUA Capital Management
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

Detalus Advisors's SHM Position: Q3 2026 in Review

Detalus Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 35% in Q3 2026, selling an estimated $757K and leaving 29,806 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #49.

Detalus Advisors first reported a position in SHM in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.1M in Q4 2022. 81 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Detalus Advisors held 29,806 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.39M as of Q3 2026.
  • Detalus Advisors sold 15,931 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $757K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.27% of Detalus Advisors's portfolio in Q3 2026, its #49 holding.
  • Detalus Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Detalus Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.1M in Q4 2022.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.