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

MAI 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
2026 Q2	$439K	Buy	9,150 +9	+0.1%	+$431	﹤0.01%	1369
2026 Q1	$437K	Sell	9,141 -1,825	-17%	-$87.9K	﹤0.01%	1083
2025 Q4	$526K	Buy	10,966 +542	+5%	+$26K	﹤0.01%	941
2025 Q3	$503K	Sell	10,424 -222	-2%	-$10.7K	﹤0.01%	913
2025 Q2	$509K	Sell	10,646 -62,805	-86%	-$2.98M	﹤0.01%	847
2025 Q1	$3.5M	Buy	73,451 +1,684	+2%	+$80.2K	0.03%	374
2024 Q4	$3.4M	Buy	+71,767	New	+$3.43M	0.03%	390

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

MAI Capital Management's SHM Position: Q2 2026 in Review

MAI Capital Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.1% in Q2 2026, buying an estimated $431 and bringing the position to 9,150 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

MAI Capital Management first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q1 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

MAI Capital Management held 9,150 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $439K as of Q2 2026.
MAI Capital Management bought 9 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $431.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1369 holding.
MAI Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.5M in Q1 2025.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.