Mather Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Mather Group’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	$738K	Sell	15,383 -21	-0.1%	-$1K	0.01%	449
2026 Q1	$737K	Buy	15,404 +212	+1%	+$10.2K	0.01%	397
2025 Q4	$729K	Sell	15,192 -239	-2%	-$11.5K	0.01%	338
2025 Q3	$744K	Sell	15,431 -2,299	-13%	-$111K	0.01%	326
2025 Q2	$848K	Sell	17,730 -7,864	-31%	-$373K	0.01%	291
2025 Q1	$1.22M	Buy	25,594 +530	+2%	+$25.2K	0.01%	233
2024 Q4	$1.19M	Sell	25,064 -990	-4%	-$47.3K	0.02%	222
2024 Q3	$1.25M	Buy	26,054 +458	+2%	+$21.9K	0.02%	216
2024 Q2	$1.21M	Hold	25,596	–	–	0.02%	240
2024 Q1	$1.22M	Sell	25,596 -1,611	-6%	-$76.7K	0.02%	199
2023 Q4	$1.3M	Buy	27,207 +718	+3%	+$33.7K	0.02%	201
2023 Q3	$1.22M	Sell	26,489 -2,155	-8%	-$101K	0.02%	188
2023 Q2	$1.35M	Sell	28,644 -318	-1%	-$15K	0.02%	189
2023 Q1	$1.38M	Sell	28,962 -2,211	-7%	-$104K	0.02%	178
2022 Q4	$1.46M	Sell	31,173 -5,931	-16%	-$276K	0.03%	161
2022 Q3	$1.71M	Sell	37,104 -793	-2%	-$37.4K	0.04%	146
2022 Q2	$1.79M	Buy	37,897 +9,702	+34%	+$456K	0.04%	136
2022 Q1	$1.33M	Hold	28,195	–	–	0.03%	137
2021 Q4	$1.39M	Hold	28,195	–	–	0.03%	124
2021 Q3	$1.39M	Sell	28,195 -350	-1%	-$17.4K	0.03%	95
2021 Q2	$1.42M	Buy	28,545 +350	+1%	+$17.4K	0.04%	87
2021 Q1	$1.4M	Hold	28,195	–	–	0.04%	83
2020 Q4	$1.4M	Hold	28,195	–	–	0.05%	78
2020 Q3	$1.41M	Sell	28,195 -2,405	-8%	-$120K	0.06%	78
2020 Q2	$1.53M	Hold	30,600	–	–	0.07%	70
2020 Q1	$1.5M	Sell	30,600 -123	-0.4%	-$6.01K	0.1%	56
2019 Q4	$1.51M	Buy	+30,723	New	+$1.51M	0.09%	61
2019 Q2	–	Sell	-14,846	Closed	-$720K	–	75
2019 Q1	$720K	Sell	14,846 -4,373	-23%	-$211K	0.06%	50
2018 Q4	$924K	Buy	19,219 +1,578	+9%	+$75.3K	0.08%	50
2018 Q3	$841K	Sell	17,641 -53,881	-75%	-$2.58M	0.08%	45
2018 Q2	$3.43M	Sell	71,522 -18,558	-21%	-$887K	0.34%	23
2018 Q1	$4.31M	Buy	90,080 +10,124	+13%	+$485K	0.45%	22
2017 Q4	$3.83M	Buy	79,956 +44,905	+128%	+$2.17M	0.43%	22
2017 Q3	$1.7M	Buy	35,051 +1,805	+5%	+$88K	0.21%	26
2017 Q2	$1.61M	Buy	33,246 +1,351	+4%	+$65.7K	0.21%	27
2017 Q1	$1.54M	Buy	31,895 +1,664	+6%	+$80.3K	0.23%	28
2016 Q4	$1.45M	Sell	30,231 -34,550	-53%	-$1.67M	0.26%	25
2016 Q3	$3.17M	Buy	64,781 +19,626	+43%	+$963K	0.59%	17
2016 Q2	$2.22M	Buy	45,155 +16,849	+60%	+$824K	0.45%	18
2016 Q1	$1.38M	Buy	28,306 +11,568	+69%	+$566K	0.29%	21
2015 Q4	$815K	Buy	16,738 +7,591	+83%	+$370K	0.19%	21
2015 Q3	$446K	Buy	9,147 +3,306	+57%	+$161K	0.12%	22
2015 Q2	$284K	Hold	5,841	–	–	0.07%	23
2015 Q1	$284K	Buy	5,841 +412	+8%	+$20.1K	0.07%	23
2014 Q4	$264K	Buy	+5,429	New	+$265K	0.08%	23

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

Mather Group's SHM Position: Q2 2026 in Review

Mather Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.14% in Q2 2026, selling an estimated $1K and leaving 15,383 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #449.

Mather Group first reported a position in SHM in Q4 2014 and has held it in 45 quarters since. The position peaked at $4.31M in Q1 2018. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Mather Group held 15,383 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $738K as of Q2 2026.
Mather Group sold 21 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #449 holding.
Mather Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and has held it in 45 quarters since.
Mather Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.31M in Q1 2018.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.