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

Oakworth Capital’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 		– Sell
-2,000
Closed -$95.7K – 952
2026
Q1 		$95.7K Buy
+2,000
New +$96.4K 0.01% 367
2024
Q4 		– Sell
-1,004
Closed -$48.3K – 682
2024
Q3 		$48.3K Hold
1,004
– – ﹤0.01% 353
2024
Q2 		$47.4K Hold
1,004
– – ﹤0.01% 345
2024
Q1 		$47.6K Sell
1,004
-8
-0.8% -$381 ﹤0.01% 320
2023
Q4 		$48.4K Sell
1,012
-64
-6% -$3K ﹤0.01% 322
2023
Q3 		$49.7K Sell
1,076
-9
-0.8% -$421 ﹤0.01% 296
2023
Q2 		$51K Sell
1,085
-50
-4% -$2.35K ﹤0.01% 302
2023
Q1 		$54K Sell
1,135
-94
-8% -$4.44K ﹤0.01% 292
2022
Q4 		$57.7K Hold
1,229
– – 0.01% 267
2022
Q3 		$57K Hold
1,229
– – 0.01% 277
2022
Q2 		$58K Hold
1,229
– – 0.01% 283
2022
Q1 		$58K Hold
1,229
– – 0.01% 291
2021
Q4 		$60K Hold
1,229
– – 0.01% 316
2021
Q3 		$61K Hold
1,229
– – 0.01% 296
2021
Q2 		$61K Hold
1,229
– – 0.01% 291
2021
Q1 		$61K Buy
1,229
+885
+257% +$44K 0.01% 286
2020
Q4 		$17K Hold
344
– – ﹤0.01% 380
2020
Q3 		$17K Sell
344
-402
-54% -$20.1K ﹤0.01% 387
2020
Q2 		$37K Buy
+746
New +$36.9K 0.01% 304
2018
Q2 		– Sell
-292
Closed -$14K – 645
2018
Q1 		$14K Hold
292
– – ﹤0.01% 416
2017
Q4 		$14K Hold
292
– – ﹤0.01% 425
2017
Q3 		$14K Hold
292
– – ﹤0.01% 441
2017
Q2 		$14K Sell
292
-1,370
-82% -$66.6K ﹤0.01% 435
2017
Q1 		$80K Sell
1,662
-212
-11% -$10.2K 0.02% 234
2016
Q4 		$89K Buy
1,874
+1,370
+272% +$66.2K 0.03% 217
2016
Q3 		$25K Buy
504
+292
+138% +$14.3K 0.01% 349
2016
Q2 		$10K Hold
212
– – ﹤0.01% 426
2016
Q1 		$10K Sell
212
-1
-0.5% -$49 ﹤0.01% 375
2015
Q4 		$10K Buy
+213
New +$10.4K ﹤0.01% 357

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

Oakworth Capital's SHM Position: Q2 2026 in Review

Oakworth Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 2,000 shares — an estimated $95.7K sold.

Oakworth Capital first reported a position in SHM in Q4 2015 and held it in 29 quarters. The position peaked at $95.7K in Q1 2026. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Oakworth Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Oakworth Capital sold 2,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $95.7K.
  • Oakworth Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and held it in 29 quarters.
  • Oakworth Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $95.7K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.