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Janney Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Janney Capital Management’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
Q4 		$2.94M Buy
61,169
+119
+0.2% +$5.71K 0.18% 111
2025
Q3 		$2.94M Buy
61,050
+169
+0.3% +$8.13K 0.18% 109
2025
Q2 		$2.91M Sell
60,881
-624
-1% -$29.6K 0.19% 111
2025
Q1 		$2.93M Buy
61,505
+1,878
+3% +$89.5K 0.2% 110
2024
Q4 		$2.83M Sell
59,627
-3,626
-6% -$173K 0.19% 113
2024
Q3 		$3.04M Buy
63,253
+142
+0.2% +$6.78K 0.21% 107
2024
Q2 		$2.98M Buy
63,111
+7
+0% +$330 0.21% 104
2024
Q1 		$2.99M Sell
63,104
-290
-0.5% -$13.8K 0.2% 105
2023
Q4 		$3.03M Sell
63,394
-2,088
-3% -$98K 0.2% 104
2023
Q3 		$3.03M Sell
65,482
-2,566
-4% -$120K 0.23% 102
2023
Q2 		$3.2M Sell
68,048
-678
-1% -$31.9K 0.22% 104
2023
Q1 		$3.27M Sell
68,726
-1,778
-3% -$84K 0.25% 99
2022
Q4 		$3.31M Sell
70,504
-6,473
-8% -$301K 0.24% 100
2022
Q3 		$3.55M Sell
76,977
-2,522
-3% -$119K 0.29% 93
2022
Q2 		$3.76M Sell
79,499
-327
-0.4% -$15.4K 0.3% 83
2022
Q1 		$3.78M Sell
79,826
-349
-0.4% -$16.8K 0.27% 85
2021
Q4 		$3.94M Sell
80,175
-3,846
-5% -$189K 0.26% 88
2021
Q3 		$4.15M Sell
84,021
-1,676
-2% -$83.1K 0.28% 91
2021
Q2 		$4.25M Sell
85,697
-438
-0.5% -$21.7K 0.27% 94
2021
Q1 		$4.27M Buy
86,135
+9,290
+12% +$461K 0.28% 93
2020
Q4 		$3.83M Sell
76,845
-4,924
-6% -$245K 0.26% 92
2020
Q3 		$4.08M Sell
81,769
-1,298
-2% -$64.8K 0.28% 101
2020
Q2 		$4.14M Sell
83,067
-9,314
-10% -$460K 0.29% 94
2020
Q1 		$4.52M Sell
92,381
-5,851
-6% -$286K 0.35% 84
2019
Q4 		$4.82M Sell
98,232
-4,970
-5% -$244K 0.26% 90
2019
Q3 		$5.06M Sell
103,202
-5,717
-5% -$281K 0.28% 86
2019
Q2 		$5.33M Sell
108,919
-6,374
-6% -$310K 0.29% 85
2019
Q1 		$5.59M Sell
115,293
-10,073
-8% -$486K 0.29% 90
2018
Q4 		$6.03M Sell
125,366
-10,971
-8% -$523K 0.32% 90
2018
Q3 		$6.5M Sell
136,337
-7,301
-5% -$350K 0.28% 94
2018
Q2 		$6.89M Sell
143,638
-10,922
-7% -$522K 0.3% 91
2018
Q1 		$7.39M Buy
154,560
+20,200
+15% +$969K 0.32% 88
2017
Q4 		$6.44M Sell
134,360
-9,482
-7% -$458K 0.27% 89
2017
Q3 		$6.99M Buy
143,842
+42,974
+43% +$2.1M 0.3% 88
2017
Q2 		$4.89M Sell
100,868
-1,640
-2% -$79.7K 0.23% 90
2017
Q1 		$4.96M Sell
102,508
-4,444
-4% -$214K 0.23% 92
2016
Q4 		$5.13M Buy
+106,952
New +$5.17M 0.24% 96
2016
Q2 		– Sell
-123,175
Closed -$6.01M – 174
2016
Q1 		$6.01M Sell
123,175
-2,669
-2% -$131K 0.32% 85
2015
Q4 		$6.13M Sell
125,844
-3,471
-3% -$169K 0.27% 97
2015
Q3 		$6.3M Buy
+129,315
New +$6.29M 0.29% 98
2015
Q2 		– Sell
-132,732
Closed -$6.46M – 141
2015
Q1 		$6.46M Buy
+132,732
New +$6.47M 0.22% 125

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Janney Capital Management's SHM Position: Q4 2025 in Review

Janney Capital Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.19% in Q4 2025, buying an estimated $5.71K and bringing the position to 61,169 shares worth $2.94M. The position accounts for 0.18% of the portfolio, ranked #111.

Janney Capital Management first reported a position in SHM in Q1 2015 and has held it in 41 quarters since. The position peaked at $7.39M in Q1 2018. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

  • Janney Capital Management held 61,169 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.94M as of Q4 2025.
  • Janney Capital Management bought 119 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $5.71K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.18% of Janney Capital Management's portfolio in Q4 2025, its #111 holding.
  • Janney Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and has held it in 41 quarters since.
  • Janney Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.39M in Q1 2018.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.