Mercer Global Advisors
SHM icon

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

Mercer Global 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
Q1 		$73.9M Sell
1,545,743
-167,740
-10% -$8.08M 0.11% 110
2025
Q4 		$82.2M Sell
1,713,483
-111,426
-6% -$5.35M 0.13% 105
2025
Q3 		$88M Sell
1,824,909
-367,142
-17% -$17.7M 0.15% 89
2025
Q2 		$105M Sell
2,192,051
-269,186
-11% -$12.8M 0.21% 66
2025
Q1 		$117M Sell
2,461,237
-136,068
-5% -$6.48M 0.27% 54
2024
Q4 		$123M Sell
2,597,305
-161,974
-6% -$7.73M 0.3% 52
2024
Q3 		$133M Sell
2,759,279
-95,977
-3% -$4.58M 0.31% 55
2024
Q2 		$135M Sell
2,855,256
-93,003
-3% -$4.39M 0.37% 49
2024
Q1 		$140M Sell
2,948,259
-112,448
-4% -$5.36M 0.4% 47
2023
Q4 		$146M Sell
3,060,707
-245,881
-7% -$11.5M 0.44% 49
2023
Q3 		$153M Sell
3,306,588
-161,698
-5% -$7.57M 0.58% 38
2023
Q2 		$163M Sell
3,468,286
-135,435
-4% -$6.38M 0.65% 37
2023
Q1 		$171M Buy
3,603,721
+74,777
+2% +$3.53M 0.78% 29
2022
Q4 		$166M Sell
3,528,944
-609,662
-15% -$28.4M 0.83% 27
2022
Q3 		$191M Sell
4,138,606
-120,697
-3% -$5.69M 1.13% 20
2022
Q2 		$201M Sell
4,259,303
-550,229
-11% -$25.8M 1.23% 19
2022
Q1 		$228M Buy
4,809,532
+21,367
+0.4% +$1.03M 1.34% 17
2021
Q4 		$235M Buy
4,788,165
+133,033
+3% +$6.55M 1.45% 16
2021
Q3 		$230M Buy
4,655,132
+357,583
+8% +$17.7M 1.61% 12
2021
Q2 		$213M Buy
4,297,549
+197,822
+5% +$9.81M 1.64% 11
2021
Q1 		$203M Buy
4,099,727
+344,105
+9% +$17.1M 1.85% 8
2020
Q4 		$187M Buy
3,755,622
+107,987
+3% +$5.38M 2.34% 8
2020
Q3 		$182M Buy
3,647,635
+266,087
+8% +$13.3M 2.74% 7
2020
Q2 		$169M Buy
3,381,548
+1,327,423
+65% +$65.6M 3.06% 6
2020
Q1 		$100M Buy
2,054,125
+318,113
+18% +$15.6M 2.21% 8
2019
Q4 		$85.3M Buy
1,736,012
+286,607
+20% +$14.1M 1.7% 9
2019
Q3 		$71M Buy
1,449,405
+267,726
+23% +$13.1M 1.67% 10
2019
Q2 		$57.8M Buy
1,181,679
+291,478
+33% +$14.2M 1.53% 13
2019
Q1 		$43.2M Buy
+890,201
New +$43M 1.55% 9

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Mercer Global Advisors's SHM Position: Q1 2026 in Review

Mercer Global Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 9.8% in Q1 2026, selling an estimated $8.08M and leaving 1,545,743 shares worth $73.9M. The position accounts for 0.11% of the portfolio, ranked #110.

Mercer Global Advisors first reported a position in SHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $235M in Q4 2021. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Mercer Global Advisors held 1,545,743 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $73.9M as of Q1 2026.
  • Mercer Global Advisors sold 167,740 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $8.08M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.11% of Mercer Global Advisors's portfolio in Q1 2026, its #110 holding.
  • Mercer Global Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $235M in Q4 2021.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.