MWM
SHM icon

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

Modera Wealth 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
2026
Q2 		$1.15M Buy
24,053
+36
+0.1% +$1.72K 0.01% 325
2026
Q1 		$1.15M Sell
24,017
-1,231
-5% -$59.3K 0.01% 311
2025
Q4 		$1.21M Buy
25,248
+781
+3% +$37.5K 0.01% 313
2025
Q3 		$1.18M Buy
24,467
+45
+0.2% +$2.17K 0.01% 318
2025
Q2 		$1.17M Hold
24,422
– – 0.01% 312
2025
Q1 		$1.16M Sell
24,422
-189
-0.8% -$9K 0.02% 305
2024
Q4 		$1.17M Sell
24,611
-4,294
-15% -$205K 0.01% 303
2024
Q3 		$1.39M Buy
28,905
+4,264
+17% +$204K 0.02% 268
2024
Q2 		$1.16M Buy
24,641
+604
+3% +$28.5K 0.02% 274
2024
Q1 		$1.14M Sell
24,037
-560
-2% -$26.7K 0.02% 284
2023
Q4 		$1.18M Sell
24,597
-8,247
-25% -$387K 0.02% 272
2023
Q3 		$1.52M Sell
32,844
-1,051
-3% -$49.2K 0.03% 241
2023
Q2 		$1.59M Buy
33,895
+11,087
+49% +$522K 0.03% 242
2023
Q1 		$1.08M Sell
22,808
-8,100
-26% -$383K 0.04% 152
2022
Q4 		$1.45M Sell
30,908
-24,500
-44% -$1.14M 0.06% 118
2022
Q3 		$2.55M Sell
55,408
-26,170
-32% -$1.23M 0.13% 80
2022
Q2 		$3.85M Sell
81,578
-46,050
-36% -$2.16M 0.18% 67
2022
Q1 		$6.04M Buy
127,628
+83,630
+190% +$4.03M 0.27% 54
2021
Q4 		$2.16M Buy
43,998
+399
+0.9% +$19.7K 0.08% 112
2021
Q3 		$2.15M Sell
43,599
-5,000
-10% -$248K 0.11% 67
2021
Q2 		$2.41M Sell
48,599
-352
-0.7% -$17.5K 0.13% 62
2021
Q1 		$2.43M Sell
48,951
-748
-2% -$37.2K 0.16% 56
2020
Q4 		$2.47M Buy
49,699
+44,850
+925% +$2.23M 0.2% 52
2020
Q3 		$242K Hold
4,849
– – 0.04% 138
2020
Q2 		$242K Sell
4,849
-107
-2% -$5.29K 0.04% 138
2020
Q1 		$242K Buy
4,956
+270
+6% +$13.2K 0.05% 125
2019
Q4 		$230K Hold
4,686
– – 0.04% 136
2019
Q3 		$230K Hold
4,686
– – 0.04% 127
2019
Q2 		$229K Hold
4,686
– – 0.04% 127
2019
Q1 		$227K Hold
4,686
– – 0.04% 129
2018
Q4 		$225K Hold
4,686
– – 0.04% 117
2018
Q3 		$223K Hold
4,686
– – 0.05% 129
2018
Q2 		$225K Sell
4,686
-97
-2% -$4.63K 0.05% 123
2018
Q1 		$229K Sell
4,783
-241
-5% -$11.6K 0.05% 117
2017
Q4 		$241K Sell
5,024
-551
-10% -$26.6K 0.05% 113
2017
Q3 		$271K Hold
5,575
– – 0.06% 106
2017
Q2 		$270K Hold
5,575
– – 0.07% 95
2017
Q1 		$270K Sell
5,575
-919
-14% -$44.4K 0.07% 98
2016
Q4 		$311K Sell
6,494
-490
-7% -$23.7K 0.11% 85
2016
Q3 		$341K Buy
+6,984
New +$343K 0.11% 77
2016
Q1 		– Sell
-9,574
Closed -$466K – 111
2015
Q4 		$466K Sell
9,574
-335
-3% -$16.3K 0.18% 43
2015
Q3 		$483K Sell
9,909
-265
-3% -$12.9K 0.2% 37
2015
Q2 		$494K Sell
10,174
-405
-4% -$19.6K 0.19% 41
2015
Q1 		$515K Sell
10,579
-479
-4% -$23.3K 0.2% 42
2014
Q4 		$537K Sell
11,058
-1,739
-14% -$84.7K 0.21% 42
2014
Q3 		$625K Sell
12,797
-288
-2% -$14K 0.26% 37
2014
Q2 		$637K Sell
13,085
-694
-5% -$33.7K 0.29% 30
2014
Q1 		$669K Sell
13,779
-918
-6% -$44.7K 0.27% 29
2013
Q4 		$714K Sell
14,697
-2,087
-12% -$101K 0.27% 37
2013
Q3 		$813K Hold
16,784
– – 0.39% 25
2013
Q2 		$802K Buy
+16,784
New +$814K 0.41% 26

Other funds holding SHM

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Modera Wealth Management's SHM Position: Q2 2026 in Review

Modera Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.15% in Q2 2026, buying an estimated $1.72K and bringing the position to 24,053 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #325.

Modera Wealth Management first reported a position in SHM in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.04M in Q1 2022. 252 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Modera Wealth Management held 24,053 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.15M as of Q2 2026.
  • Modera Wealth Management bought 36 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1.72K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Modera Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • Modera Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.04M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.