Janney Montgomery Scott
SHM icon

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

Janney Montgomery Scott’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 		$3.35M Sell
69,922
-427
-0.6% -$20.4K 0.01% 1191
2026
Q1 		$3.37M Buy
70,349
+59,821
+568% +$2.88M 0.01% 1029
2025
Q4 		$505K Buy
10,528
+1,649
+19% +$79.1K ﹤0.01% 2184
2025
Q3 		$428K Hold
8,879
– – ﹤0.01% 2252
2025
Q2 		$425K Buy
8,879
+536
+6% +$25.4K ﹤0.01% 2123
2025
Q1 		$397K Sell
8,343
-2,589
-24% -$123K ﹤0.01% 2138
2024
Q4 		$518K Buy
10,932
+2,152
+25% +$103K ﹤0.01% 1964
2024
Q3 		$423K Sell
8,780
-156
-2% -$7.45K ﹤0.01% 2078
2024
Q2 		$422K Sell
8,936
-607
-6% -$28.6K ﹤0.01% 2007
2024
Q1 		$453K Sell
9,543
-1,134
-11% -$54K ﹤0.01% 2078
2023
Q4 		$510K Sell
10,677
-8,305
-44% -$390K ﹤0.01% 1879
2023
Q3 		$878K Sell
18,982
-7,863
-29% -$368K ﹤0.01% 1411
2023
Q2 		$1.26M Buy
26,845
+1,498
+6% +$70.5K ﹤0.01% 1285
2023
Q1 		$1.21M Sell
25,347
-1,559
-6% -$73.6K ﹤0.01% 1223
2022
Q4 		$1.26M Buy
26,906
+2,922
+12% +$136K ﹤0.01% 1246
2022
Q3 		$1.1M Buy
23,984
+7,952
+50% +$375K ﹤0.01% 1262
2022
Q2 		$756K Sell
16,032
-160,008
-91% -$7.51M ﹤0.01% 1385
2022
Q1 		$8.33M Sell
176,040
-3,181
-2% -$153K 0.04% 426
2021
Q4 		$8.81M Buy
179,221
+14,331
+9% +$706K 0.03% 437
2021
Q3 		$8.15M Buy
164,890
+9,147
+6% +$454K 0.03% 437
2021
Q2 		$7.72M Buy
155,743
+5,499
+4% +$273K 0.03% 445
2021
Q1 		$7.45M Buy
150,244
+31,398
+26% +$1.56M 0.04% 412
2020
Q4 		$5.92M Buy
118,846
+13,659
+13% +$680K 0.03% 490
2020
Q3 		$5.25M Buy
105,187
+19,747
+23% +$986K 0.03% 473
2020
Q2 		$4.26M Buy
85,440
+5,382
+7% +$266K 0.03% 502
2020
Q1 		$3.92M Buy
80,058
+14,563
+22% +$712K 0.03% 464
2019
Q4 		$3.22M Buy
65,495
+59,021
+912% +$2.89M 0.02% 618
2019
Q3 		$317K Sell
6,474
-250
-4% -$12.3K ﹤0.01% 1668
2019
Q2 		$329K Sell
6,724
-2,640
-28% -$128K ﹤0.01% 1650
2019
Q1 		$454K Sell
9,364
-1,383
-13% -$66.8K ﹤0.01% 1441
2018
Q4 		$517K Sell
10,747
-5,637
-34% -$269K 0.01% 1273
2018
Q3 		$781K Buy
16,384
+2,960
+22% +$142K 0.01% 1190
2018
Q2 		$644K Buy
13,424
+82
+0.6% +$3.92K 0.01% 1250
2018
Q1 		$638K Sell
13,342
-9,236
-41% -$443K 0.01% 1200
2017
Q4 		$1.08M Buy
22,578
+9,492
+73% +$458K 0.01% 913
2017
Q3 		$636K Sell
13,086
-155
-1% -$7.56K 0.01% 1135
2017
Q2 		$642K Sell
13,241
-609
-4% -$29.6K 0.01% 1072
2017
Q1 		$671K Sell
13,850
-1,470
-10% -$70.9K 0.01% 1030
2016
Q4 		$734K Sell
15,320
-249
-2% -$12K 0.01% 918
2016
Q3 		$761K Buy
+15,569
New +$764K 0.01% 769
2016
Q2 		– Sell
-20,747
Closed -$1.01M – 1095
2016
Q1 		$1.01M Sell
20,747
-3,567
-15% -$174K 0.03% 517
2015
Q4 		$1.19M Buy
24,314
+7,903
+48% +$385K 0.03% 503
2015
Q3 		$800K Hold
16,411
– – 0.02% 614
2015
Q2 		$797K Sell
16,411
-2,571
-14% -$125K 0.02% 908
2015
Q1 		$923K Sell
18,982
-2,636
-12% -$128K 0.02% 937
2014
Q4 		$1.05M Sell
21,618
-4,914
-19% -$239K 0.02% 842
2014
Q3 		$1.3M Buy
26,532
+1,491
+6% +$72.7K 0.03% 716
2014
Q2 		$1.22M Sell
25,041
-4,170
-14% -$203K 0.03% 719
2014
Q1 		$1.42M Buy
29,211
+14,595
+100% +$710K 0.03% 601
2013
Q4 		$710K Buy
14,616
+9,213
+171% +$447K 0.02% 881
2013
Q3 		$262K Buy
+5,403
New +$260K 0.01% 1439

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

Janney Montgomery Scott's SHM Position: Q2 2026 in Review

Janney Montgomery Scott reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.61% in Q2 2026, selling an estimated $20.4K and leaving 69,922 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #1191.

Janney Montgomery Scott first reported a position in SHM in Q3 2013 and has held it in 51 quarters since. The position peaked at $8.81M in Q4 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Janney Montgomery Scott held 69,922 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.35M as of Q2 2026.
  • Janney Montgomery Scott sold 427 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $20.4K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1191 holding.
  • Janney Montgomery Scott first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8.81M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.