MAM
SHM icon

MMA Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

MMA Asset Management’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
2025
Q4 		– Sell
-16,311
Closed -$787K – 280
2025
Q3 		$787K Sell
16,311
-3,146
-16% -$151K 0.26% 74
2025
Q2 		$931K Sell
19,457
-543
-3% -$25.8K 0.36% 60
2025
Q1 		$952K Sell
20,000
-116
-0.6% -$5.53K 0.4% 45
2024
Q4 		$953K Sell
20,116
-16,254
-45% -$776K 0.42% 43
2024
Q3 		$1.72M Buy
36,370
+17,915
+97% +$855K 0.46% 41
2024
Q2 		$871K Buy
18,455
+1,903
+11% +$89.7K 0.41% 48
2024
Q1 		$782K Buy
16,552
+2,739
+20% +$130K 0.37% 53
2023
Q4 		$660K Sell
13,813
-1,501
-10% -$70.4K 0.35% 54
2023
Q3 		$708K Sell
15,314
-1,136
-7% -$53.2K 0.41% 48
2023
Q2 		$774K Sell
16,450
-1,887
-10% -$88.8K 0.45% 50
2023
Q1 		$872K Buy
18,337
+2,067
+13% +$97.6K 0.62% 30
2022
Q4 		$764K Sell
16,270
-21
-0.1% -$978 0.62% 34
2022
Q3 		$751K Buy
16,291
+2,467
+18% +$116K 0.65% 29
2022
Q2 		$653K Buy
13,824
+1
+0% +$47 0.56% 37
2022
Q1 		$644K Buy
13,823
+3,103
+29% +$150K 0.51% 37
2021
Q4 		$527K Buy
10,720
+7
+0.1% +$345 0.37% 48
2021
Q3 		$529K Buy
10,713
+1,339
+14% +$66.4K 0.4% 43
2021
Q2 		$465K Buy
9,374
+4
+0% +$198 0.35% 48
2021
Q1 		$464K Buy
9,370
+1,368
+17% +$68K 0.4% 46
2020
Q4 		$398K Buy
+8,002
New +$398K 0.39% 50

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MMA Asset Management's SHM Position: Q4 2025 in Review

MMA Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 16,311 shares — an estimated $787K sold.

MMA Asset Management first reported a position in SHM in Q4 2020 and held it in 20 quarters. The position peaked at $1.72M in Q3 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

  • MMA Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MMA Asset Management sold 16,311 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $787K.
  • MMA Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 20 quarters.
  • MMA Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.72M in Q3 2024.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.