FG
SHM icon

Foster Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Foster Group’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 		$5.71M Sell
119,145
-2,019
-2% -$96.6K 0.15% 50
2026
Q1 		$5.8M Sell
121,164
-234
-0.2% -$11.3K 0.17% 48
2025
Q4 		$5.83M Sell
121,398
-4,349
-3% -$209K 0.18% 48
2025
Q3 		$6.06M Sell
125,747
-217
-0.2% -$10.4K 0.19% 50
2025
Q2 		$6.02M Buy
125,964
+105
+0.1% +$4.98K 0.21% 47
2025
Q1 		$5.99M Sell
125,859
-405
-0.3% -$19.3K 0.22% 45
2024
Q4 		$5.98M Sell
126,264
-537
-0.4% -$25.6K 0.23% 44
2024
Q3 		$6.1M Sell
126,801
-3,561
-3% -$170K 0.23% 44
2024
Q2 		$6.15M Sell
130,362
-6,315
-5% -$298K 0.24% 43
2024
Q1 		$6.48M Buy
+136,677
New +$6.51M 0.32% 37

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Foster Group's SHM Position: Q2 2026 in Review

Foster Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.7% in Q2 2026, selling an estimated $96.6K and leaving 119,145 shares worth $5.71M. The position accounts for 0.15% of the portfolio, ranked #50.

Foster Group first reported a position in SHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.48M in Q1 2024. 68 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Foster Group held 119,145 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.71M as of Q2 2026.
  • Foster Group sold 2,019 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $96.6K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.15% of Foster Group's portfolio in Q2 2026, its #50 holding.
  • Foster Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Foster Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.48M in Q1 2024.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.