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

Farther Finance 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 		$5.94M Buy
127,268
+4,749
+4% +$226K 0.04% 380
2026
Q2 		$5.88M Sell
122,519
-3,679
-3% -$176K 0.05% 358
2026
Q1 		$6.03M Buy
126,198
+3,069
+2% +$148K 0.06% 299
2025
Q4 		$5.91M Sell
123,129
-1,052
-0.8% -$50.5K 0.06% 267
2025
Q3 		$5.99M Sell
124,181
-21,528
-15% -$1.04M 0.09% 186
2025
Q2 		$6.97M Sell
145,709
-7,279
-5% -$345K 0.14% 134
2025
Q1 		$7.28M Sell
152,988
-15,735
-9% -$749K 0.19% 110
2024
Q4 		$8M Sell
168,723
-22,160
-12% -$1.06M 0.29% 76
2024
Q3 		$9.19M Sell
190,883
-14,668
-7% -$700K 0.34% 57
2024
Q2 		$9.66M Sell
205,551
-11,169
-5% -$527K 0.47% 37
2024
Q1 		$10.2M Sell
216,720
-41,404
-16% -$1.97M 0.62% 26
2023
Q4 		$12.3M Buy
258,124
+227,422
+741% +$10.7M 0.89% 15
2023
Q3 		$1.42M Buy
30,702
+29,775
+3,212% +$1.39M 0.22% 88
2023
Q2 		$43.6K Buy
+927
New +$43.6K 0.01% 725
2023
Q1 		– Hold
0
– – – 2334
2022
Q4 		– Hold
0
– – – 2173

Other funds holding SHM

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Farther Finance Advisors's SHM Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.9% in Q3 2026, buying an estimated $226K and bringing the position to 127,268 shares worth $5.94M. The position accounts for 0.04% of the portfolio, ranked #380.

Farther Finance Advisors first reported a position in SHM in Q2 2023 and has held it in 14 quarters since. The position peaked at $12.3M in Q4 2023. 26 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Farther Finance Advisors held 127,268 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.94M as of Q3 2026.
  • Farther Finance Advisors bought 4,749 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $226K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #380 holding.
  • Farther Finance Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $12.3M in Q4 2023.
  • 26 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.