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Engineers Gate Manager’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Engineers Gate Manager’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
2025
Q4 		– Sell
-30,120
Closed -$1.45M – 2493
2025
Q3 		$1.45M Buy
30,120
+4,331
+17% +$208K 0.02% 949
2025
Q2 		$1.23M Buy
25,789
+17,925
+228% +$850K 0.02% 1005
2025
Q1 		$374K Buy
7,864
+3,176
+68% +$151K 0.01% 1580
2024
Q4 		$222K Buy
+4,688
New +$224K ﹤0.01% 1850

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Engineers Gate Manager's SHM Position: Q4 2025 in Review

Engineers Gate Manager sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 30,120 shares — an estimated $1.45M sold.

Engineers Gate Manager first reported a position in SHM in Q4 2024 and held it in 4 quarters. The position peaked at $1.45M in Q3 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

  • Engineers Gate Manager reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 30,120 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $1.45M.
  • Engineers Gate Manager first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
  • Engineers Gate Manager's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.45M in Q3 2025.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.