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

McAdam LLC’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 		$6.45M Buy
134,384
+25,070
+23% +$1.2M 0.25% 44
2026
Q1 		$5.23M Buy
109,314
+3,265
+3% +$157K 0.24% 53
2025
Q4 		$5.09M Buy
106,049
+9,834
+10% +$472K 0.23% 53
2025
Q3 		$4.64M Buy
96,215
+5,675
+6% +$273K 0.23% 57
2025
Q2 		$4.33M Buy
90,540
+36,526
+68% +$1.73M 0.24% 58
2025
Q1 		$2.57M Sell
54,014
-28,087
-34% -$1.34M 0.16% 81
2024
Q4 		$3.89M Buy
82,101
+1,643
+2% +$78.4K 0.21% 66
2024
Q3 		$3.87M Buy
80,458
+5,054
+7% +$241K 0.22% 64
2024
Q2 		$3.56M Buy
75,404
+6,163
+9% +$291K 0.21% 61
2024
Q1 		$3.28M Buy
69,241
+11,002
+19% +$524K 0.21% 62
2023
Q4 		$2.78M Buy
58,239
+5,439
+10% +$255K 0.2% 64
2023
Q3 		$2.44M Sell
52,800
-4,591
-8% -$215K 0.2% 65
2023
Q2 		$2.7M Buy
57,391
+4,874
+9% +$229K 0.22% 60
2023
Q1 		$2.5M Sell
52,517
-41,945
-44% -$1.98M 0.22% 65
2022
Q4 		$4.65M Buy
94,462
+28,692
+44% +$1.34M 0.46% 39
2022
Q3 		$3.03M Buy
65,770
+6,796
+12% +$321K 0.33% 53
2022
Q2 		$2.79M Sell
58,974
-135
-0.2% -$6.34K 0.29% 58
2022
Q1 		$2.8M Sell
59,109
-35,353
-37% -$1.7M 0.26% 51
2021
Q4 		$4.65M Buy
94,462
+9,345
+11% +$460K 0.46% 39
2021
Q3 		$4.21M Buy
85,117
+4,777
+6% +$237K 0.47% 38
2021
Q2 		$3.99M Buy
80,340
+11,661
+17% +$578K 0.45% 39
2021
Q1 		$3.4M Buy
68,679
+6,517
+10% +$324K 0.48% 36
2020
Q4 		$3.1M Buy
62,162
+5,963
+11% +$297K 0.47% 35
2020
Q3 		$2.8M Buy
56,199
+3,080
+6% +$154K 0.53% 33
2020
Q2 		$2.65M Buy
53,119
+3,335
+7% +$165K 0.56% 33
2020
Q1 		$2.43M Buy
49,784
+4,668
+10% +$228K 0.65% 28
2019
Q4 		$2.22M Buy
45,116
+6,166
+16% +$302K 0.54% 29
2019
Q3 		$1.91M Sell
38,950
-5,247
-12% -$258K 0.52% 31
2019
Q2 		$2.16M Buy
44,197
+2,536
+6% +$123K 0.65% 28
2019
Q1 		$2.02M Buy
41,661
+4,024
+11% +$194K 0.67% 27
2018
Q4 		$1.81M Buy
37,637
+13,591
+57% +$648K 0.71% 26
2018
Q3 		$1.15M Buy
24,046
+2,799
+13% +$134K 0.42% 32
2018
Q2 		$1.02M Buy
21,247
+2,533
+14% +$121K 0.42% 30
2018
Q1 		$895K Buy
18,714
+7,684
+70% +$368K 0.41% 30
2017
Q4 		$536K Hold
11,030
– – 0.38% 29
2017
Q3 		$536K Buy
11,030
+3,054
+38% +$149K 0.38% 29
2017
Q2 		$387K Buy
7,976
+445
+6% +$21.6K 0.31% 31
2017
Q1 		$365K Buy
7,531
+2,064
+38% +$99.6K 0.34% 34
2016
Q4 		$262K Buy
+5,467
New +$264K 0.26% 39

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

McAdam LLC's SHM Position: Q2 2026 in Review

McAdam LLC increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 23% in Q2 2026, buying an estimated $1.2M and bringing the position to 134,384 shares worth $6.45M. The position accounts for 0.25% of the portfolio, ranked #44.

McAdam LLC first reported a position in SHM in Q4 2016 and has held it in 39 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • McAdam LLC held 134,384 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.45M as of Q2 2026.
  • McAdam LLC bought 25,070 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1.2M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.25% of McAdam LLC's portfolio in Q2 2026, its #44 holding.
  • McAdam LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.