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

NewEdge 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
Q1 		$6.66M Buy
139,246
+119,194
+594% +$5.74M 0.02% 586
2025
Q4 		$962K Buy
20,052
+355
+2% +$17K ﹤0.01% 1515
2025
Q3 		$950K Buy
19,697
+1,898
+11% +$91.3K ﹤0.01% 1421
2025
Q2 		$851K Buy
17,799
+2,280
+15% +$108K ﹤0.01% 1377
2025
Q1 		$739K Buy
15,519
+8
+0.1% +$381 ﹤0.01% 1355
2024
Q4 		$735K Buy
15,511
+2,337
+18% +$112K ﹤0.01% 1328
2024
Q3 		$634K Buy
13,174
+3,953
+43% +$189K ﹤0.01% 1324
2024
Q2 		$435K Sell
9,221
-130,756
-93% -$6.17M ﹤0.01% 1500
2024
Q1 		$6.64M Buy
139,977
+5,239
+4% +$250K 0.06% 316
2023
Q4 		$6.4M Sell
134,738
-39,849
-23% -$1.87M 0.06% 299
2023
Q3 		$8.07M Sell
174,587
-29
-0% -$1.36K 0.09% 222
2023
Q2 		$8.22M Sell
174,616
-6,559
-4% -$309K 0.09% 220
2023
Q1 		$8.61M Sell
181,175
-3,028
-2% -$143K 0.11% 197
2022
Q4 		$8.58M Buy
184,203
+6,181
+3% +$288K 0.23% 98
2022
Q3 		$8.21M Buy
178,022
+82,314
+86% +$3.88M 0.13% 168
2022
Q2 		$4.52M Sell
95,708
-172,218
-64% -$8.09M 0.07% 249
2022
Q1 		$12.7M Sell
267,926
-3,960
-1% -$191K 0.2% 117
2021
Q4 		$13.4M Buy
271,886
+240,400
+764% +$11.8M 0.2% 116
2021
Q3 		$1.55M Sell
31,486
-145,267
-82% -$7.2M 0.04% 387
2021
Q2 		$8.76M Buy
176,753
+8,480
+5% +$421K 0.23% 98
2021
Q1 		$8.34M Buy
168,273
+8,590
+5% +$427K 0.25% 94
2020
Q4 		$7.95M Buy
159,683
+1,725
+1% +$85.9K 0.26% 92
2020
Q3 		$7.88M Buy
157,958
+3,678
+2% +$184K 0.27% 92
2020
Q2 		$7.69M Sell
154,280
-6,431
-4% -$318K 0.3% 82
2020
Q1 		$7.86M Sell
160,711
-10,505
-6% -$514K 0.38% 73
2019
Q4 		$8.41M Buy
171,216
+3,754
+2% +$184K 0.33% 79
2019
Q3 		$8.21M Buy
+167,462
New +$8.22M 0.36% 76
2019
Q1 		– Sell
-77,886
Closed -$3.74K – 706
2018
Q4 		$3.74K Buy
+77,886
New +$3.72M 0.24% 98

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

NewEdge Advisors's SHM Position: Q1 2026 in Review

NewEdge Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 594% in Q1 2026, buying an estimated $5.74M and bringing the position to 139,246 shares worth $6.66M. The position accounts for 0.02% of the portfolio, ranked #586.

NewEdge Advisors first reported a position in SHM in Q4 2018 and has held it in 28 quarters since. The position peaked at $13.4M in Q4 2021. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • NewEdge Advisors held 139,246 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.66M as of Q1 2026.
  • NewEdge Advisors bought 119,194 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $5.74M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #586 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • NewEdge Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $13.4M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.