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Next Level Private’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Next Level Private’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 		$315K Buy
6,575
+43
+0.7% +$2.06K 0.06% 138
2026
Q1 		$312K Buy
6,532
+29
+0.4% +$1.4K 0.07% 139
2025
Q4 		$312K Buy
6,503
+44
+0.7% +$2.11K 0.08% 130
2025
Q3 		$311K Buy
6,459
+56
+0.9% +$2.69K 0.09% 122
2025
Q2 		$306K Buy
6,403
+41
+0.6% +$1.95K 0.1% 119
2025
Q1 		$303K Buy
6,362
+14
+0.2% +$667 0.11% 114
2024
Q4 		$301K Hold
6,348
– – 0.12% 111
2024
Q3 		$306K Hold
6,348
– – 0.13% 108
2024
Q2 		$300K Buy
+6,348
New +$299K 0.14% 101

Other funds holding SHM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Next Level Private's SHM Position: Q2 2026 in Review

Next Level Private increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.66% in Q2 2026, buying an estimated $2.06K and bringing the position to 6,575 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #138.

Next Level Private first reported a position in SHM in Q2 2024 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Next Level Private held 6,575 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $315K as of Q2 2026.
  • Next Level Private bought 43 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.06K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Next Level Private's portfolio in Q2 2026, its #138 holding.
  • Next Level Private first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.