LIM
SHM icon

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

Leavell Investment 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
Q3 		– Sell
-4,275
Closed -$204K – 607
2025
Q2 		$204K Sell
4,275
-6,030
-59% -$286K 0.01% 563
2025
Q1 		$491K Hold
10,305
– – 0.02% 385
2024
Q4 		$488K Sell
10,305
-2,500
-20% -$119K 0.02% 379
2024
Q3 		$616K Sell
12,805
-500
-4% -$23.9K 0.03% 355
2024
Q2 		$628K Sell
13,305
-1,500
-10% -$70.7K 0.03% 326
2024
Q1 		$702K Sell
14,805
-795
-5% -$37.9K 0.04% 309
2023
Q4 		$746K Sell
15,600
-4,100
-21% -$192K 0.05% 292
2023
Q3 		$911K Hold
19,700
– – 0.06% 260
2023
Q2 		$927K Hold
19,700
– – 0.06% 259
2023
Q1 		$937K Hold
19,700
– – 0.07% 249
2022
Q4 		$926K Buy
19,700
+2,431
+14% +$113K 0.07% 244
2022
Q3 		$796K Sell
17,269
-5,500
-24% -$259K 0.06% 252
2022
Q2 		$1.08M Hold
22,769
– – 0.08% 218
2022
Q1 		$1.08M Hold
22,769
– – 0.07% 228
2021
Q4 		$1.12M Hold
22,769
– – 0.07% 225
2021
Q3 		$1.13M Sell
22,769
-2,315
-9% -$115K 0.08% 204
2021
Q2 		$1.24M Hold
25,084
– – 0.1% 182
2021
Q1 		$1.24M Sell
25,084
-2,200
-8% -$109K 0.1% 182
2020
Q4 		$1.36M Buy
27,284
+975
+4% +$48.5K 0.12% 167
2020
Q3 		$1.31M Buy
26,309
+2,500
+11% +$125K 0.11% 163
2020
Q2 		$1.19M Buy
23,809
+76
+0.3% +$3.75K 0.12% 163
2020
Q1 		$1.16M Buy
23,733
+1,698
+8% +$83K 0.13% 148
2019
Q4 		$1.08M Sell
22,035
-1,548
-7% -$75.9K 0.1% 174
2019
Q3 		$1.16M Sell
23,583
-250
-1% -$12.3K 0.12% 169
2019
Q2 		$1.17M Sell
23,833
-3,699
-13% -$180K 0.12% 165
2019
Q1 		$1.33M Sell
27,532
-247
-0.9% -$11.9K 0.15% 148
2018
Q4 		$1.33M Buy
27,779
+1,409
+5% +$67.2K 0.17% 144
2018
Q3 		$1.26M Buy
26,370
+35
+0.1% +$1.68K 0.14% 160
2018
Q2 		$1.26M Sell
26,335
-200
-0.8% -$9.55K 0.14% 152
2018
Q1 		$1.27M Sell
26,535
-10
-0% -$480 0.15% 154
2017
Q4 		$1.27M Sell
26,545
-610
-2% -$29.5K 0.15% 154
2017
Q3 		$1.32M Buy
27,155
+285
+1% +$13.9K 0.16% 150
2017
Q2 		$1.3M Sell
26,870
-20,253
-43% -$985K 0.17% 142
2017
Q1 		$2.28M Buy
47,123
+15
+0% +$724 0.29% 99
2016
Q4 		$2.26M Sell
47,108
-166
-0.4% -$8.02K 0.31% 88
2016
Q3 		$2.31M Buy
47,274
+3,972
+9% +$195K 0.34% 91
2016
Q2 		$2.13M Sell
43,302
-26,185
-38% -$1.28M 0.31% 92
2016
Q1 		$3.39M Buy
69,487
+699
+1% +$34.2K 0.51% 56
2015
Q4 		$3.35M Buy
68,788
+5,075
+8% +$247K 0.49% 50
2015
Q3 		$3.1M Sell
63,713
-250
-0.4% -$12.2K 0.49% 53
2015
Q2 		$3.11M Buy
63,963
+8,750
+16% +$424K 0.48% 60
2015
Q1 		$2.69M Buy
55,213
+308
+0.6% +$15K 0.41% 71
2014
Q4 		$2.67M Buy
54,905
+4,430
+9% +$216K 0.41% 70
2014
Q3 		$2.46M Sell
50,475
-35,500
-41% -$1.73M 0.39% 79
2014
Q2 		$4.18M Sell
85,975
-8,438
-9% -$410K 0.66% 29
2014
Q1 		$4.58M Hold
94,413
– – 0.76% 27
2013
Q4 		$4.59M Sell
94,413
-1,087
-1% -$52.8K 0.77% 28
2013
Q3 		$4.63M Sell
95,500
-153,334
-62% -$7.38M 0.83% 25
2013
Q2 		$11.9M Buy
+248,834
New +$12.1M 2.21% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Leavell Investment Management's SHM Position: Q3 2025 in Review

Leavell Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 4,275 shares — an estimated $204K sold.

Leavell Investment Management first reported a position in SHM in Q2 2013 and held it in 49 quarters. The position peaked at $11.9M in Q2 2013. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

  • Leavell Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Leavell Investment Management sold 4,275 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $204K.
  • Leavell Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 49 quarters.
  • Leavell Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $11.9M in Q2 2013.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Leavell Investment Management's 13F filing for Q3 2025, filed 28 Oct 2025.