GRP
SHM icon

Global Retirement Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Global Retirement Partners’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 		$2.02M Buy
+42,090
New +$2.01M 0.03% 485
2025
Q4 		$2.27M Buy
47,213
+5,196
+12% +$249K 0.04% 400
2025
Q3 		$2.03M Buy
42,017
+8,107
+24% +$390K 0.05% 352
2025
Q2 		$1.62M Buy
+33,910
New +$1.61M 0.04% 386
2024
Q4 		$905K Buy
19,103
+2,738
+17% +$131K 0.03% 475
2024
Q3 		$788K Buy
16,365
+1,397
+9% +$66.7K 0.02% 500
2024
Q2 		$706K Buy
14,968
+3,325
+29% +$157K 0.02% 515
2024
Q1 		$552K Buy
11,643
+3,697
+47% +$176K 0.02% 511
2023
Q4 		$378K Buy
7,946
+3,742
+89% +$176K 0.02% 554
2023
Q3 		$194K Buy
4,204
+597
+17% +$28K 0.01% 676
2023
Q2 		$170K Sell
3,607
-50
-1% -$2.35K 0.01% 753
2023
Q1 		$172K Buy
3,657
+775
+27% +$36.6K 0.01% 724
2022
Q4 		$135K Buy
2,882
+949
+49% +$44.2K 0.01% 716
2022
Q3 		$89K Buy
1,933
+433
+29% +$20.4K 0.01% 822
2022
Q2 		$71K Hold
1,500
– – 0.01% 868
2022
Q1 		$70K Buy
+1,500
New +$72.3K 0.01% 871
2021
Q4 		– Sell
-1,500
Closed -$74K – 1521
2021
Q3 		$74K Hold
1,500
– – 0.01% 736
2021
Q2 		$74K Hold
1,500
– – 0.01% 719
2021
Q1 		$74K Hold
1,500
– – 0.01% 654
2020
Q4 		$75K Hold
1,500
– – 0.01% 602
2020
Q3 		$75K Hold
1,500
– – 0.01% 545
2020
Q2 		$75K Hold
1,500
– – 0.01% 539
2020
Q1 		$73K Hold
1,500
– – 0.01% 488
2019
Q4 		$74K Hold
1,500
– – 0.01% 553
2019
Q3 		$73K Hold
1,500
– – 0.01% 545
2019
Q2 		$73K Hold
1,500
– – 0.01% 524
2019
Q1 		$73K Hold
1,500
– – 0.02% 455
2018
Q4 		$72K Hold
1,500
– – 0.02% 435
2018
Q3 		$72K Sell
1,500
-416
-22% -$19.9K 0.02% 480
2018
Q2 		$92K Hold
1,916
– – 0.02% 403
2018
Q1 		$92K Sell
1,916
-173
-8% -$8.3K 0.03% 392
2017
Q4 		$100K Buy
2,089
+1,500
+255% +$72.4K 0.03% 363
2017
Q3 		$29K Hold
589
– – 0.01% 551
2017
Q2 		$29K Buy
+589
New +$28.6K 0.01% 515

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Global Retirement Partners's SHM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 42,090 shares worth $2.02M. The stake represents 0.03% of the portfolio and ranks #485 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SHM as recently as Q4 2025.

Global Retirement Partners first reported a position in SHM in Q2 2017 and has held it in 34 quarters since. The position peaked at $2.27M in Q4 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Global Retirement Partners held 42,090 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.02M as of Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #485 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2017 and has held it in 34 quarters since.
  • Global Retirement Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.27M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.