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
Q2 		$67.9M Sell
1,415,493
-130,250
-8% -$6.23M 0.08% 137
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 $1.55T 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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's SHM Position: Q2 2026 in Review

Mercer Global Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 8.4% in Q2 2026, selling an estimated $6.23M and leaving 1,415,493 shares worth $67.9M. The position accounts for 0.08% of the portfolio, ranked #137.

Mercer Global Advisors first reported a position in SHM in Q1 2019 and has held it in 30 quarters since. The position peaked at $235M in Q4 2021. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Mercer Global Advisors held 1,415,493 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $67.9M as of Q2 2026.
  • Mercer Global Advisors sold 130,250 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $6.23M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Mercer Global Advisors's portfolio in Q2 2026, its #137 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 30 quarters since.
  • Mercer Global Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $235M in Q4 2021.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.