N.E.W. Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

N.E.W. Advisory Services’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	$282K	Sell	5,872 -1,275	-18%	-$61K	0.02%	194
2026 Q1	$342K	Sell	7,147 -113	-2%	-$5.45K	0.03%	161
2025 Q4	$348K	Sell	7,260 -314	-4%	-$15.1K	0.03%	158
2025 Q3	$365K	Sell	7,574 -168	-2%	-$8.09K	0.03%	136
2025 Q2	$370K	Sell	7,742 -1,451	-16%	-$68.8K	0.04%	134
2025 Q1	$438K	Buy	9,193 +328	+4%	+$15.6K	0.03%	139
2024 Q4	$420K	Sell	8,865 -445	-5%	-$21.2K	0.04%	127
2024 Q3	$448K	Hold	9,310	–	–	0.04%	122
2024 Q2	$439K	Buy	9,310 +1	+0%	+$47	0.05%	111
2024 Q1	$442K	Hold	9,309	–	–	0.05%	111
2023 Q4	$445K	Sell	9,309 -106	-1%	-$4.97K	0.05%	106
2023 Q3	$435K	Sell	9,415 -96	-1%	-$4.5K	0.06%	99
2023 Q2	$448K	Sell	9,511 -4,375	-32%	-$206K	0.06%	87
2023 Q1	$660K	Sell	13,886 -1,257	-8%	-$59.4K	0.1%	76
2022 Q4	$711K	Sell	15,143 -490	-3%	-$22.8K	0.11%	67
2022 Q3	$721K	Sell	15,633 -913	-6%	-$43.1K	0.13%	63
2022 Q2	$782K	Sell	16,546 -2,678	-14%	-$126K	0.14%	63
2022 Q1	$954K	Buy	19,224 +1,187	+7%	+$57.2K	0.18%	56
2021 Q4	$887K	Buy	18,037 +1	+0%	+$49	0.13%	61
2021 Q3	$891K	Sell	18,036 -325	-2%	-$16.1K	0.15%	59
2021 Q2	$911K	Sell	18,361 -863	-4%	-$42.8K	0.15%	59
2021 Q1	$952K	Buy	19,224 +177	+0.9%	+$8.79K	0.18%	57
2020 Q4	$948K	Sell	19,047 -857	-4%	-$42.7K	0.2%	56
2020 Q3	$990K	Buy	19,904 +1	+0%	+$50	0.28%	40
2020 Q2	$993K	Buy	+19,903	New	+$983K	0.31%	39
2019 Q4	$1.01M	Buy	+20,551	New	+$1.01M	0.33%	39

Other funds holding SHM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

N.E.W. Advisory Services's SHM Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 18% in Q2 2026, selling an estimated $61K and leaving 5,872 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #194.

N.E.W. Advisory Services first reported a position in SHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.01M in Q4 2019. 279 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

N.E.W. Advisory Services held 5,872 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $282K as of Q2 2026.
N.E.W. Advisory Services sold 1,275 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $61K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #194 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.01M in Q4 2019.
279 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.