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

First Horizon 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
2025 Q2	$315K	Hold	6,592	–	–	0.01%	430
2025 Q1	$314K	Sell	6,592 -3,669	-36%	-$175K	0.01%	422
2024 Q4	$486K	Buy	10,261 +3,669	+56%	+$175K	0.01%	347
2024 Q3	$317K	Hold	6,592	–	–	0.01%	437
2024 Q2	$311K	Hold	6,592	–	–	0.01%	422
2024 Q1	$313K	Sell	6,592 -830	-11%	-$39.5K	0.01%	425
2023 Q4	$355K	Sell	7,422 -962	-11%	-$45.1K	0.01%	379
2023 Q3	$388K	Sell	8,384 -1,910	-19%	-$89.5K	0.01%	348
2023 Q2	$484K	Sell	10,294 -6,258	-38%	-$295K	0.02%	333
2023 Q1	$787K	Sell	16,552 -1,411	-8%	-$66.6K	0.03%	285
2022 Q4	$844K	Sell	17,963 -2,707	-13%	-$126K	0.03%	276
2022 Q3	$952K	Buy	20,670 +3,459	+20%	+$163K	0.04%	249
2022 Q2	$813K	Buy	17,211 +10,087	+142%	+$474K	0.03%	271
2022 Q1	$337K	Sell	7,124 -3,602	-34%	-$174K	0.02%	314
2021 Q4	$527K	Sell	10,726 -13,230	-55%	-$652K	0.02%	340
2021 Q3	$1.18M	Buy	23,956 +5,335	+29%	+$265K	0.04%	262
2021 Q2	$923K	Buy	18,621 +118	+0.6%	+$5.85K	0.05%	197
2021 Q1	$917K	Sell	18,503 -1,029	-5%	-$51.1K	0.05%	197
2020 Q4	$973K	Buy	19,532 +15,755	+417%	+$784K	0.07%	167
2020 Q3	$188K	Sell	3,777 -188	-5%	-$9.39K	0.01%	311
2020 Q2	$197K	Sell	3,965 -1,343	-25%	-$66.4K	0.02%	307
2020 Q1	$259K	Buy	5,308 +1	+0%	+$49	0.02%	263
2019 Q4	$260K	Buy	5,307 +4	+0.1%	+$196	0.02%	299
2019 Q3	$259K	Buy	5,303 +2	+0%	+$98	0.02%	288
2019 Q2	$259K	Buy	5,301 +55	+1%	+$2.67K	0.02%	307
2019 Q1	$253K	Buy	5,246 +1,660	+46%	+$80.2K	0.02%	304
2018 Q4	$171K	Sell	3,586 -1,463	-29%	-$69.8K	0.02%	350
2018 Q3	$241K	Sell	5,049 -4,275	-46%	-$205K	0.02%	338
2018 Q2	$447K	Buy	9,324 +1,226	+15%	+$58.6K	0.04%	253
2018 Q1	$386K	Buy	8,098 +3,059	+61%	+$147K	0.04%	223
2017 Q4	$241K	Buy	5,039 +112	+2%	+$5.41K	0.02%	301
2017 Q3	$239K	Buy	4,927 +70	+1%	+$3.41K	0.02%	289
2017 Q2	$235K	Buy	4,857 +194	+4%	+$9.43K	0.03%	286
2017 Q1	$226K	Sell	4,663 -573	-11%	-$27.7K	0.03%	306
2016 Q4	$255K	Hold	5,236	–	–	0.03%	283
2016 Q3	$255K	Buy	5,236 +3,208	+158%	+$157K	0.03%	279
2016 Q2	$99K	Sell	2,028 -3,849	-65%	-$188K	0.01%	393
2016 Q1	$287K	Buy	5,877 +4,748	+421%	+$232K	0.03%	274
2015 Q4	$55K	Sell	1,129 -893	-44%	-$43.5K	0.01%	467
2015 Q3	$98K	Buy	2,022 +3	+0.1%	+$146	0.02%	399
2015 Q2	$98K	Buy	2,019 +1,032	+105%	+$50K	0.01%	411
2015 Q1	$47K	Buy	987 +328	+50%	+$16K	0.01%	568
2014 Q4	$31K	Hold	659	–	–	﹤0.01%	689
2014 Q3	$32K	Hold	659	–	–	0.01%	670
2014 Q2	$32K	Hold	659	–	–	﹤0.01%	685
2014 Q1	$32K	Hold	659	–	–	﹤0.01%	630
2013 Q4	$32K	Hold	659	–	–	﹤0.01%	590
2013 Q3	$32K	Buy	659 +156	+31%	+$7.51K	0.01%	544
2013 Q2	$24K	Buy	+503	New	+$24.4K	0.01%	332

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

First Horizon Advisors's SHM Position: Q2 2025 in Review

First Horizon Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2025 at 6,592 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #430.

First Horizon Advisors first reported a position in SHM in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.18M in Q3 2021. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

First Horizon Advisors held 6,592 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $315K as of Q2 2025.
First Horizon Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2025.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #430 holding.
First Horizon Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 49 quarters since.
First Horizon Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.18M in Q3 2021.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.