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

Mutual 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 		$899K Buy
18,740
+498
+3% +$23.8K 0.02% 694
2026
Q1 		$873K Buy
18,242
+302
+2% +$14.6K 0.02% 651
2025
Q4 		$861K Buy
17,940
+283
+2% +$13.6K 0.02% 634
2025
Q3 		$849K Sell
17,657
-255
-1% -$12.3K 0.02% 640
2025
Q2 		$859K Sell
17,912
-12
-0.1% -$569 0.02% 571
2025
Q1 		$847K Buy
17,924
+717
+4% +$34.2K 0.02% 507
2024
Q4 		$817K Sell
17,207
-1,103
-6% -$52.6K 0.02% 546
2024
Q3 		$873K Sell
18,310
-20
-0.1% -$955 0.03% 530
2024
Q2 		$870K Sell
18,330
-2,380
-11% -$112K 0.03% 526
2024
Q1 		$982K Buy
20,710
+462
+2% +$22K 0.03% 475
2023
Q4 		$968K Buy
20,248
+275
+1% +$12.9K 0.03% 458
2023
Q3 		$923K Buy
19,973
+6
+0% +$281 0.04% 443
2023
Q2 		$939K Sell
19,967
-4,949
-20% -$233K 0.04% 452
2023
Q1 		$1.18M Buy
24,916
+2,593
+12% +$122K 0.05% 381
2022
Q4 		$1.05M Sell
22,323
-14,224
-39% -$662K 0.05% 398
2022
Q3 		$1.68M Buy
36,547
+9,563
+35% +$451K 0.09% 227
2022
Q2 		$1.27M Sell
26,984
-2,146
-7% -$101K 0.08% 279
2022
Q1 		$1.38M Sell
29,130
-1,870
-6% -$90.1K 0.08% 280
2021
Q4 		$1.52M Sell
31,000
-6,858
-18% -$338K 0.08% 279
2021
Q3 		$1.87M Buy
37,858
+3,599
+11% +$178K 0.11% 231
2021
Q2 		$1.7M Buy
34,259
+9,442
+38% +$468K 0.1% 252
2021
Q1 		$1.23M Buy
24,817
+7,830
+46% +$389K 0.08% 288
2020
Q4 		$846K Buy
16,987
+3,972
+31% +$198K 0.06% 351
2020
Q3 		$649K Buy
13,015
+243
+2% +$12.1K 0.06% 360
2020
Q2 		$637K Buy
12,772
+2,250
+21% +$111K 0.06% 321
2020
Q1 		$515K Buy
+10,522
New +$515K 0.07% 285

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

Mutual Advisors's SHM Position: Q2 2026 in Review

Mutual Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.7% in Q2 2026, buying an estimated $23.8K and bringing the position to 18,740 shares worth $899K. The position accounts for 0.02% of the portfolio, ranked #694.

Mutual Advisors first reported a position in SHM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.87M in Q3 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Mutual Advisors held 18,740 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $899K as of Q2 2026.
  • Mutual Advisors bought 498 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $23.8K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #694 holding.
  • Mutual Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Mutual Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.87M in Q3 2021.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.