Level Four Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$306K Buy
+6,374
New +$305K 0.01% 764
2024
Q3
Sell
-5,076
Closed -$240K 799
2024
Q2
$240K Sell
5,076
-1,850
-27% -$87.2K 0.01% 672
2024
Q1
$331K Hold
6,926
0.02% 579
2023
Q4
$331K Buy
6,926
+2,013
+41% +$94.4K 0.02% 579
2023
Q3
$227K Buy
+4,913
New +$230K 0.01% 652
2021
Q2
Sell
-23,176
Closed -$1.15M 673
2021
Q1
$1.15M Sell
23,176
-9,656
-29% -$480K 0.09% 246
2020
Q4
$1.64M Sell
32,832
-1,421
-4% -$70.8K 0.13% 169
2020
Q3
$1.71M Sell
34,253
-10,718
-24% -$535K 0.13% 164
2020
Q2
$2.24M Buy
44,971
+1,328
+3% +$65.6K 0.17% 141
2020
Q1
$2.14M Buy
+43,643
New +$2.13M 0.26% 99

Other funds holding SHM

Level Four Advisory Services's SHM Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 6,374 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in SHM as recently as Q2 2024.

Level Four Advisory Services first reported a position in SHM in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.24M in Q2 2020. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Level Four Advisory Services held 6,374 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $306K as of Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Level Four Advisory Services position in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #764 holding.
  • Level Four Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 10 quarters since.
  • Level Four Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.24M in Q2 2020.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.