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

Eagle Global 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 		$2.85M Buy
59,333
+3,750
+7% +$179K 0.09% 122
2026
Q1 		$2.66M Buy
55,583
+1,900
+4% +$91.6K 0.1% 121
2025
Q4 		$2.58M Buy
53,683
+12,050
+29% +$578K 0.1% 119
2025
Q3 		$2.01M Sell
41,633
-5,450
-12% -$262K 0.08% 135
2025
Q2 		$2.25M Sell
47,083
-800
-2% -$37.9K 0.09% 123
2025
Q1 		$2.28M Sell
47,883
-6,800
-12% -$324K 0.09% 119
2024
Q4 		$2.59M Buy
54,683
+1,000
+2% +$47.7K 0.11% 117
2024
Q3 		$2.58M Hold
53,683
– – 0.13% 114
2024
Q2 		$2.53M Hold
53,683
– – 0.13% 104
2024
Q1 		$2.55M Sell
53,683
-200
-0.4% -$9.53K 0.14% 97
2023
Q4 		$2.58M Buy
53,883
+4,200
+8% +$197K 0.16% 104
2023
Q3 		$2.3M Sell
49,683
-750
-1% -$35.1K 0.15% 105
2023
Q2 		$2.37M Buy
50,433
+3,300
+7% +$155K 0.16% 105
2023
Q1 		$2.24M Sell
47,133
-3,200
-6% -$151K 0.15% 103
2022
Q4 		$2.36M Sell
50,333
-10,124
-17% -$471K 0.16% 99
2022
Q3 		$2.79M Sell
60,457
-400
-0.7% -$18.9K 0.21% 94
2022
Q2 		$2.88M Sell
60,857
-10,600
-15% -$498K 0.21% 96
2022
Q1 		$3.38M Sell
71,457
-1,700
-2% -$81.9K 0.21% 98
2021
Q4 		$3.6M Sell
73,157
-3,350
-4% -$165K 0.23% 89
2021
Q3 		$3.78M Buy
76,507
+4,000
+6% +$198K 0.25% 91
2021
Q2 		$3.59M Buy
72,507
+15,060
+26% +$747K 0.23% 95
2021
Q1 		$2.85M Buy
57,447
+10,645
+23% +$529K 0.21% 91
2020
Q4 		$2.33M Sell
46,802
-17,652
-27% -$879K 0.18% 99
2020
Q3 		$3.21M Buy
64,454
+3,512
+6% +$175K 0.29% 82
2020
Q2 		$3.04M Buy
60,942
+1,653
+3% +$81.7K 0.27% 84
2020
Q1 		$2.9M Sell
59,289
-11,310
-16% -$553K 0.29% 78
2019
Q4 		$3.47M Buy
70,599
+11,152
+19% +$547K 0.18% 94
2019
Q3 		$2.91M Buy
59,447
+13,442
+29% +$660K 0.12% 99
2019
Q2 		$2.25M Buy
46,005
+10,363
+29% +$504K 0.09% 108
2019
Q1 		$1.73M Buy
35,642
+15,809
+80% +$763K 0.07% 122
2018
Q4 		$953K Sell
19,833
-4,150
-17% -$198K 0.04% 140
2018
Q3 		$1.14M Buy
23,983
+8,578
+56% +$411K 0.04% 140
2018
Q2 		$739K Buy
+15,405
New +$736K 0.02% 158

Other funds holding SHM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Eagle Global Advisors's SHM Position: Q2 2026 in Review

Eagle Global Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 6.7% in Q2 2026, buying an estimated $179K and bringing the position to 59,333 shares worth $2.85M. The position accounts for 0.09% of the portfolio, ranked #122.

Eagle Global Advisors first reported a position in SHM in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.78M in Q3 2021. 252 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Eagle Global Advisors held 59,333 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.85M as of Q2 2026.
  • Eagle Global Advisors bought 3,750 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $179K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.09% of Eagle Global Advisors's portfolio in Q2 2026, its #122 holding.
  • Eagle Global Advisors 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.
  • Eagle Global Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.78M in Q3 2021.
  • 252 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.