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Oppenheimer & Co’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Oppenheimer & Co’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 		$287K Buy
+5,990
New +$287K ﹤0.01% 1499
2022
Q1 		– Sell
-49,409
Closed -$2.43M – 1575
2021
Q4 		$2.43M Hold
49,409
– – 0.04% 456
2021
Q3 		$2.44M Buy
49,409
+40,000
+425% +$1.98M 0.05% 442
2021
Q2 		$466K Buy
9,409
+695
+8% +$34.5K 0.01% 1061
2021
Q1 		$432K Hold
8,714
– – 0.01% 1023
2020
Q4 		$434K Buy
+8,714
New +$434K 0.01% 952
2020
Q1 		– Sell
-16,008
Closed -$786K – 1316
2019
Q4 		$786K Sell
16,008
-780
-5% -$38.2K 0.02% 690
2019
Q3 		$822K Sell
16,788
-4,017
-19% -$197K 0.02% 650
2019
Q2 		$1.02M Buy
20,805
+2,758
+15% +$134K 0.03% 595
2019
Q1 		$875K Buy
18,047
+7,200
+66% +$348K 0.02% 627
2018
Q4 		$521K Hold
10,847
– – 0.02% 714
2018
Q3 		$517K Sell
10,847
-6,281
-37% -$301K 0.01% 851
2018
Q2 		$822K Hold
17,128
– – 0.02% 667
2018
Q1 		$819K Sell
17,128
-5,101
-23% -$245K 0.02% 678
2017
Q4 		$1.06M Sell
22,229
-2,998
-12% -$145K 0.03% 597
2017
Q3 		$1.23M Buy
25,227
+10,743
+74% +$524K 0.03% 543
2017
Q2 		$702K Sell
14,484
-4,324
-23% -$210K 0.02% 711
2017
Q1 		$911K Buy
18,808
+9,038
+93% +$436K 0.03% 604
2016
Q4 		$468K Buy
+9,770
New +$472K 0.01% 836

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

Oppenheimer & Co's SHM Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 5,990 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1499 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in SHM as recently as Q4 2021.

Oppenheimer & Co first reported a position in SHM in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.44M in Q3 2021. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Oppenheimer & Co held 5,990 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $287K as of Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Oppenheimer & Co position in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1499 holding.
  • Oppenheimer & Co first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 19 quarters since.
  • Oppenheimer & Co's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.44M in Q3 2021.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.