Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$64.8K	Hold	1,350	–	–	﹤0.01%	421
2026 Q1	$64.7K	Hold	1,350	–	–	﹤0.01%	408
2025 Q4	$65.1K	Hold	1,350	–	–	﹤0.01%	406
2025 Q3	$64.9K	Hold	1,350	–	–	﹤0.01%	412
2025 Q2	$64.6K	Hold	1,350	–	–	﹤0.01%	377
2025 Q1	$63.6K	Hold	1,350	–	–	﹤0.01%	368
2024 Q4	$64.3K	Sell	1,350 -1,150	-46%	-$54.9K	﹤0.01%	374
2024 Q3	$119K	Hold	2,500	–	–	﹤0.01%	323
2024 Q2	$119K	Hold	2,500	–	–	﹤0.01%	319
2024 Q1	$118K	Hold	2,500	–	–	﹤0.01%	318
2023 Q4	$119K	Sell	2,500 -86	-3%	-$4.04K	﹤0.01%	328
2023 Q3	$120K	Sell	2,586 -1,922	-43%	-$90K	﹤0.01%	335
2023 Q2	$212K	Buy	4,508 +1,508	+50%	+$71K	﹤0.01%	293
2023 Q1	$143K	Hold	3,000	–	–	﹤0.01%	308
2022 Q4	$141K	Hold	3,000	–	–	﹤0.01%	307
2022 Q3	$138K	Hold	3,000	–	–	﹤0.01%	316
2022 Q2	$142K	Hold	3,000	–	–	﹤0.01%	325
2022 Q1	$142K	Hold	3,000	–	–	﹤0.01%	337
2021 Q4	$148K	Hold	3,000	–	–	﹤0.01%	347
2021 Q3	$148K	Hold	3,000	–	–	﹤0.01%	342
2021 Q2	$149K	Buy	+3,000	New	+$149K	﹤0.01%	358
2021 Q1	–	Sell	-3,000	Closed	-$149K	–	627
2020 Q4	$149K	Hold	3,000	–	–	﹤0.01%	304
2020 Q3	$150K	Hold	3,000	–	–	﹤0.01%	284
2020 Q2	$150K	Hold	3,000	–	–	﹤0.01%	270
2020 Q1	$147K	Hold	3,000	–	–	﹤0.01%	262
2019 Q4	$147K	Hold	3,000	–	–	﹤0.01%	301
2019 Q3	$147K	Hold	3,000	–	–	﹤0.01%	293
2019 Q2	$147K	Hold	3,000	–	–	﹤0.01%	291
2019 Q1	$145K	Hold	3,000	–	–	﹤0.01%	287
2018 Q4	$144K	Hold	3,000	–	–	﹤0.01%	281
2018 Q3	$143K	Hold	3,000	–	–	﹤0.01%	306
2018 Q2	$144K	Hold	3,000	–	–	﹤0.01%	305
2018 Q1	$143K	Hold	3,000	–	–	﹤0.01%	316
2017 Q4	$144K	Hold	3,000	–	–	﹤0.01%	319
2017 Q3	$146K	Sell	3,000 -3,625	-55%	-$177K	﹤0.01%	313
2017 Q2	$323K	Buy	6,625 +2,000	+43%	+$97.2K	0.01%	225
2017 Q1	$224K	Buy	4,625 +1,000	+28%	+$48.3K	﹤0.01%	264
2016 Q4	$174K	Hold	3,625	–	–	﹤0.01%	280
2016 Q3	$177K	Buy	+3,625	New	+$178K	﹤0.01%	274
2016 Q1	–	Sell	-3,625	Closed	-$177K	–	644
2015 Q4	$177K	Buy	3,625 +3,325	+1,108%	+$162K	﹤0.01%	272
2015 Q3	$15K	Hold	300	–	–	﹤0.01%	514
2015 Q2	$15K	Hold	300	–	–	﹤0.01%	514
2015 Q1	$15K	Buy	+300	New	+$14.6K	﹤0.01%	533

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

Loring Wolcott & Coolidge Fiduciary Advisors's SHM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 1,350 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SHM in Q1 2015 and has held it in 43 quarters since. The position peaked at $323K in Q2 2017. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,350 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $64.8K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors 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 Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #421 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and has held it in 43 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $323K in Q2 2017.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.