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

Empirical 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
Q2 		$8M Sell
166,860
-1,543
-0.9% -$73.8K 0.12% 121
2026
Q1 		$8.05M Buy
168,403
+9,074
+6% +$437K 0.14% 113
2025
Q4 		$7.65M Buy
159,329
+17,030
+12% +$817K 0.14% 116
2025
Q3 		$6.86M Buy
142,299
+2,561
+2% +$123K 0.14% 115
2025
Q2 		$6.68M Buy
139,738
+3,472
+3% +$165K 0.15% 112
2025
Q1 		$6.49M Sell
136,266
-19,431
-12% -$926K 0.17% 112
2024
Q4 		$7.38M Buy
155,697
+1,362
+0.9% +$65K 0.2% 100
2024
Q3 		$7.43M Sell
154,335
-3,030
-2% -$145K 0.21% 96
2024
Q2 		$7.43M Sell
157,365
-5,155
-3% -$243K 0.22% 86
2024
Q1 		$7.71M Sell
162,520
-12,590
-7% -$600K 0.23% 85
2023
Q4 		$8.37M Sell
175,110
-22,613
-11% -$1.06M 0.28% 72
2023
Q3 		$9.14M Buy
197,723
+2,637
+1% +$123K 0.36% 60
2023
Q2 		$9.18M Sell
195,086
-56,119
-22% -$2.64M 0.37% 56
2023
Q1 		$11.9M Sell
251,205
-21,679
-8% -$1.02M 0.52% 34
2022
Q4 		$12.8M Sell
272,884
-28,924
-10% -$1.35M 0.6% 33
2022
Q3 		$13.9M Buy
301,808
+123,416
+69% +$5.82M 0.73% 27
2022
Q2 		$8.43M Buy
178,392
+49,236
+38% +$2.31M 0.44% 46
2022
Q1 		$6.11M Buy
129,156
+6,450
+5% +$311K 0.3% 58
2021
Q4 		$6.04M Sell
122,706
-6,658
-5% -$328K 0.3% 58
2021
Q3 		$6.39M Sell
129,364
-25,685
-17% -$1.27M 0.36% 50
2021
Q2 		$7.68M Buy
155,049
+11,031
+8% +$547K 0.47% 40
2021
Q1 		$7.14M Sell
144,018
-23,222
-14% -$1.15M 0.57% 31
2020
Q4 		$8.33M Sell
167,240
-5,442
-3% -$271K 0.63% 32
2020
Q3 		$8.61M Buy
172,682
+7,714
+5% +$385K 0.74% 26
2020
Q2 		$8.23M Sell
164,968
-14,377
-8% -$710K 0.77% 24
2020
Q1 		$8.77M Buy
179,345
+5,178
+3% +$253K 0.96% 20
2019
Q4 		$8.55M Sell
174,167
-10,550
-6% -$517K 0.94% 18
2019
Q3 		$9.05M Sell
184,717
-18,265
-9% -$897K 1.1% 16
2019
Q2 		$9.93M Sell
202,982
-15,816
-7% -$769K 1.29% 13
2019
Q1 		$10.6M Sell
218,798
-2,972
-1% -$144K 1.54% 10
2018
Q4 		$10.7M Buy
221,770
+1,330
+0.6% +$63.5K 1.81% 9
2018
Q3 		$10.5M Sell
220,440
-24,170
-10% -$1.16M 1.86% 11
2018
Q2 		$11.7M Buy
244,610
+66,371
+37% +$3.17M 2.2% 8
2018
Q1 		$8.52M Sell
178,239
-28,460
-14% -$1.36M 1.68% 11
2017
Q4 		$9.9M Buy
206,699
+37,604
+22% +$1.82M 2.12% 9
2017
Q3 		$8.22M Buy
169,095
+688
+0.4% +$33.5K 1.9% 10
2017
Q2 		$8.17M Sell
168,407
-12,056
-7% -$586K 1.99% 10
2017
Q1 		$8.74M Buy
180,463
+9,763
+6% +$471K 2.18% 10
2016
Q4 		$8.18M Buy
170,700
+130,368
+323% +$6.3M 2.01% 10
2016
Q3 		$1.97M Buy
40,332
+216
+0.5% +$10.6K 0.51% 25
2016
Q2 		$1.97M Buy
40,116
+2,446
+6% +$120K 0.52% 22
2016
Q1 		$1.84M Sell
37,670
-102
-0.3% -$4.99K 0.44% 30
2015
Q4 		$1.84M Sell
37,772
-763
-2% -$37.2K 0.45% 24
2015
Q3 		$1.88M Buy
38,535
+8,551
+29% +$416K 0.44% 32
2015
Q2 		$1.46M Buy
29,984
+40
+0.1% +$1.94K 0.34% 39
2015
Q1 		$1.46M Sell
29,944
-2,704
-8% -$132K 0.35% 39
2014
Q4 		$1.59M Buy
32,648
+2,580
+9% +$126K 0.39% 36
2014
Q3 		$1.47M Buy
30,068
+2,505
+9% +$122K 0.36% 40
2014
Q2 		$1.34M Buy
27,563
+3,680
+15% +$179K 0.33% 41
2014
Q1 		$1.16M Buy
23,883
+47
+0.2% +$2.29K 0.31% 42
2013
Q4 		$1.16M Buy
23,836
+9,307
+64% +$452K 0.33% 41
2013
Q3 		$704K Buy
14,529
+3,270
+29% +$157K 0.22% 48
2013
Q2 		$538K Buy
+11,259
New +$546K 0.18% 51

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
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Empirical Wealth Management's SHM Position: Q2 2026 in Review

Empirical Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.92% in Q2 2026, selling an estimated $73.8K and leaving 166,860 shares worth $8M. The position accounts for 0.12% of the portfolio, ranked #121.

Empirical Wealth Management first reported a position in SHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.9M in Q3 2022. 166 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Empirical Wealth Management held 166,860 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $8M as of Q2 2026.
  • Empirical Wealth Management sold 1,543 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $73.8K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Empirical Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Empirical Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Empirical Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $13.9M in Q3 2022.
  • 166 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.