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

Franklin Resources’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	–	Sell	-16,080	Closed	-$765K	–	3122
2025 Q1	$765K	Buy	16,080 +10,075	+168%	+$480K	﹤0.01%	2085
2024 Q4	$285K	Buy	+6,005	New	+$287K	﹤0.01%	2523
2023 Q4	–	Sell	-398	Closed	-$18.4K	–	2712
2023 Q3	$18.4K	Sell	398 -2,602	-87%	-$122K	﹤0.01%	2603
2023 Q2	$141K	Buy	3,000 +2,000	+200%	+$94.2K	﹤0.01%	2466
2023 Q1	$47.5K	Hold	1,000	–	–	﹤0.01%	2193
2022 Q4	$47K	Hold	1,000	–	–	﹤0.01%	2223
2022 Q3	$46K	Hold	1,000	–	–	﹤0.01%	2205
2022 Q2	$47K	Hold	1,000	–	–	﹤0.01%	2248
2022 Q1	$47K	Hold	1,000	–	–	﹤0.01%	2368
2021 Q4	$49K	Hold	1,000	–	–	﹤0.01%	2396
2021 Q3	$49K	Hold	1,000	–	–	﹤0.01%	2380
2021 Q2	$50K	Hold	1,000	–	–	﹤0.01%	1956
2021 Q1	$50K	Hold	1,000	–	–	﹤0.01%	1911
2020 Q4	$50K	Hold	1,000	–	–	﹤0.01%	1835
2020 Q3	$50K	Hold	1,000	–	–	﹤0.01%	1782
2020 Q2	$50K	Buy	+1,000	New	+$49.4K	﹤0.01%	1600

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

Franklin Resources's SHM Position: Q2 2025 in Review

Franklin Resources sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 16,080 shares — an estimated $765K sold.

Franklin Resources first reported a position in SHM in Q2 2020 and held it in 16 quarters. The position peaked at $765K in Q1 2025. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

Franklin Resources reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Franklin Resources sold 16,080 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $765K.
Franklin Resources first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2020 and held it in 16 quarters.
Franklin Resources's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $765K in Q1 2025.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Franklin Resources's 13F filing for Q2 2025, filed 12 Aug 2025.