MPWT
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MassMutual Private Wealth & Trust’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

MassMutual Private Wealth & Trust’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 		$151K Sell
3,146
-67
-2% -$3.21K ﹤0.01% 502
2026
Q1 		$154K Buy
3,213
+3,068
+2,116% +$148K ﹤0.01% 487
2025
Q4 		$6.96K Hold
145
– – ﹤0.01% 1543
2025
Q3 		$6.99K Hold
145
– – ﹤0.01% 1546
2025
Q2 		$6.93K Sell
145
-33,913
-100% -$1.61M ﹤0.01% 1499
2025
Q1 		$1.62M Buy
34,058
+977
+3% +$46.5K 0.05% 216
2024
Q4 		$1.57M Buy
33,081
+6,155
+23% +$294K 0.04% 219
2024
Q3 		$1.3M Buy
26,926
+26,730
+13,638% +$1.28M 0.04% 226
2024
Q2 		$9.25K Sell
196
-31,596
-99% -$1.49M ﹤0.01% 1120
2024
Q1 		$1.51M Sell
31,792
-2,640
-8% -$126K 0.05% 211
2023
Q4 		$1.65M Buy
34,432
+16,921
+97% +$794K 0.06% 201
2023
Q3 		$810K Buy
17,511
+2,347
+15% +$110K 0.03% 239
2023
Q2 		$713K Sell
15,164
-5,030
-25% -$237K 0.03% 246
2023
Q1 		$960K Buy
20,194
+20
+0.1% +$945 0.04% 223
2022
Q4 		$948K Sell
20,174
-536
-3% -$25K 0.04% 222
2022
Q3 		$955K Sell
20,710
-4,277
-17% -$202K 0.04% 221
2022
Q2 		$1.18M Sell
24,987
-21,886
-47% -$1.03M 0.05% 214
2022
Q1 		$2.22M Buy
46,873
+339
+0.7% +$16.3K 0.08% 181
2021
Q4 		$2.29M Buy
+46,534
New +$2.29M 0.09% 178
2021
Q2 		– Sell
-1,335
Closed -$66K – 1285
2021
Q1 		$66K Hold
1,335
– – ﹤0.01% 418
2020
Q4 		$66K Buy
+1,335
New +$66.5K ﹤0.01% 425
2019
Q1 		– Sell
-21,397
Closed -$1.03M – 970
2018
Q4 		$1.03M Sell
21,397
-20,108
-48% -$959K 0.09% 177
2018
Q3 		$1.98M Buy
+41,505
New +$1.99M 0.15% 141
2014
Q3 		– Sell
-545
Closed -$26.5K – 811
2014
Q2 		$26.5K Buy
+545
New +$26.5K 0.01% 278

Other funds holding SHM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's SHM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.1% in Q2 2026, selling an estimated $3.21K and leaving 3,146 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

MassMutual Private Wealth & Trust first reported a position in SHM in Q2 2014 and has held it in 24 quarters since. The position peaked at $2.29M in Q4 2021. 193 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,146 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $151K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 67 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $3.21K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #502 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2014 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.29M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.