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Mayflower Financial Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Mayflower Financial 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 		$599K Buy
12,486
+79
+0.6% +$3.78K 0.05% 263
2026
Q1 		$593K Sell
12,407
-96
-0.8% -$4.63K 0.07% 233
2025
Q4 		$600K Sell
12,503
-22
-0.2% -$1.06K 0.07% 220
2025
Q3 		$604K Sell
12,525
-3
-0% -$144 0.08% 224
2025
Q2 		$599K Sell
12,528
-697
-5% -$33.1K 0.08% 213
2025
Q1 		$630K Sell
13,225
-120
-0.9% -$5.72K 0.1% 200
2024
Q4 		$632K Sell
13,345
-691
-5% -$33K 0.09% 195
2024
Q3 		$676K Sell
14,036
-6
-0% -$286 0.1% 183
2024
Q2 		$663K Sell
14,042
-407
-3% -$19.2K 0.11% 180
2024
Q1 		$685K Buy
14,449
+3
+0% +$143 0.11% 179
2023
Q4 		$690K Sell
14,446
-253
-2% -$11.9K 0.1% 172
2023
Q3 		$680K Sell
14,699
-839
-5% -$39.3K 0.1% 157
2023
Q2 		$731K Buy
15,538
+2,615
+20% +$123K 0.09% 159
2023
Q1 		$614K Sell
12,923
-2,947
-19% -$139K 0.08% 176
2022
Q4 		$746K Sell
15,870
-245
-2% -$11.4K 0.1% 149
2022
Q3 		$743K Buy
+16,115
New +$760K 0.12% 134

Other funds holding SHM

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
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mayflower Financial Advisors's SHM Position: Q2 2026 in Review

Mayflower Financial Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.64% in Q2 2026, buying an estimated $3.78K and bringing the position to 12,486 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #263.

Mayflower Financial Advisors first reported a position in SHM in Q3 2022 and has held it in 16 quarters since. The position peaked at $746K in Q4 2022. 158 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Mayflower Financial Advisors held 12,486 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $599K as of Q2 2026.
  • Mayflower Financial Advisors bought 79 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $3.78K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Mayflower Financial Advisors's portfolio in Q2 2026, its #263 holding.
  • Mayflower Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Mayflower Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $746K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.