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

GLOBALT Investments’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	$225K	Hold	4,685	–	–	0.01%	209
2026 Q1	$224K	Hold	4,685	–	–	0.01%	201
2025 Q4	$225K	Hold	4,685	–	–	0.01%	201
2025 Q3	$226K	Hold	4,685	–	–	0.01%	204
2025 Q2	$224K	Hold	4,685	–	–	0.01%	202
2025 Q1	$223K	Hold	4,685	–	–	0.01%	199
2024 Q4	$222K	Hold	4,685	–	–	0.01%	200
2024 Q3	$226K	Hold	4,685	–	–	0.01%	200
2024 Q2	$221K	Hold	4,685	–	–	0.01%	202
2024 Q1	$222K	Hold	4,685	–	–	0.01%	201
2023 Q4	$224K	Buy	+4,685	New	+$220K	0.01%	204

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

GLOBALT Investments's SHM Position: Q2 2026 in Review

GLOBALT Investments held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 4,685 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #209.

GLOBALT Investments first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $226K in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

GLOBALT Investments held 4,685 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $225K as of Q2 2026.
GLOBALT Investments left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of GLOBALT Investments's portfolio in Q2 2026, its #209 holding.
GLOBALT Investments first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $226K in Q3 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.