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Omega Financial Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Omega Financial Group’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 		$986K Buy
20,552
+321
+2% +$15.4K 0.3% 49
2026
Q1 		$968K Sell
20,231
-245
-1% -$11.8K 0.31% 50
2025
Q4 		$983K Buy
20,476
+108
+0.5% +$5.18K 0.32% 50
2025
Q3 		$982K Buy
20,368
+61
+0.3% +$2.94K 0.33% 51
2025
Q2 		$971K Buy
20,307
+1,123
+6% +$53.3K 0.35% 48
2025
Q1 		$913K Buy
19,184
+39
+0.2% +$1.86K 0.35% 47
2024
Q4 		$907K Sell
19,145
-170
-0.9% -$8.12K 0.34% 47
2024
Q3 		$930K Sell
19,315
-1,024
-5% -$48.9K 0.35% 47
2024
Q2 		$960K Buy
20,339
+71
+0.4% +$3.35K 0.39% 49
2024
Q1 		$962K Sell
20,268
-198
-1% -$9.43K 0.39% 51
2023
Q4 		$978K Sell
20,466
-272
-1% -$12.8K 0.42% 48
2023
Q3 		$959K Sell
20,738
-2,107
-9% -$98.7K 0.47% 47
2023
Q2 		$1.07M Buy
22,845
+846
+4% +$39.8K 0.49% 46
2023
Q1 		$1.05M Buy
21,999
+3,118
+17% +$147K 0.48% 46
2022
Q4 		$887K Sell
18,881
-13,864
-42% -$645K 0.46% 47
2022
Q3 		$1.51M Buy
32,745
+23,681
+261% +$1.12M 0.78% 34
2022
Q2 		$428K Sell
9,064
-5,812
-39% -$273K 0.21% 64
2022
Q1 		$704K Buy
14,876
+6,658
+81% +$321K 0.3% 47
2021
Q4 		$404K Buy
8,218
+730
+10% +$36K 0.18% 53
2021
Q3 		$370K Buy
7,488
+83
+1% +$4.12K 0.18% 50
2021
Q2 		$367K Buy
7,405
+20
+0.3% +$992 0.18% 50
2021
Q1 		$366K Buy
7,385
+1,363
+23% +$67.7K 0.19% 50
2020
Q4 		$300K Sell
6,022
-1,742
-22% -$86.7K 0.16% 54
2020
Q3 		$387K Buy
7,764
+818
+12% +$40.9K 0.24% 48
2020
Q2 		$346K Sell
6,946
-465
-6% -$23K 0.22% 49
2020
Q1 		$362K Sell
7,411
-33,913
-82% -$1.66M 0.27% 44
2019
Q4 		$2.03M Buy
41,324
+2,346
+6% +$115K 1.33% 25
2019
Q3 		$1.91M Buy
38,978
+14,309
+58% +$703K 1.34% 24
2019
Q2 		$1.21M Buy
24,669
+1,892
+8% +$92K 0.89% 30
2019
Q1 		$1.1M Buy
22,777
+1,964
+9% +$94.8K 0.81% 34
2018
Q4 		$1M Buy
+20,813
New +$993K 0.88% 32

Other funds holding SHM

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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Omega Financial Group's SHM Position: Q2 2026 in Review

Omega Financial Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.6% in Q2 2026, buying an estimated $15.4K and bringing the position to 20,552 shares worth $986K. The position accounts for 0.3% of the portfolio, ranked #49.

Omega Financial Group first reported a position in SHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.03M in Q4 2019. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Omega Financial Group held 20,552 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $986K as of Q2 2026.
  • Omega Financial Group bought 321 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $15.4K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.3% of Omega Financial Group's portfolio in Q2 2026, its #49 holding.
  • Omega Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Omega Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.03M in Q4 2019.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.