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Orion Portfolio Solutions’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$4.92M Sell
103,461
-1,830
-2% -$87.2K 0.05% 353
2024
Q4 		$4.99M Buy
105,291
+800
+0.8% +$38.2K 0.05% 327
2024
Q3 		$5.03M Sell
104,491
-1,298
-1% -$62K 0.05% 330
2024
Q2 		$4.99M Buy
105,789
+149
+0.1% +$7.03K 0.05% 310
2024
Q1 		$5.01M Sell
105,640
-665
-0.6% -$31.7K 0.05% 318
2023
Q4 		$5.08M Sell
106,305
-913
-0.9% -$42.8K 0.06% 303
2023
Q3 		$4.96M Sell
107,218
-6,394
-6% -$299K 0.06% 301
2023
Q2 		$5.35M Sell
113,612
-7,137
-6% -$336K 0.06% 315
2023
Q1 		$10.3M Buy
120,749
+97,521
+420% +$4.61M 0.13% 151
2022
Q4 		$1.09M Buy
23,228
+6,144
+36% +$286K 0.04% 286
2022
Q3 		$787K Sell
17,084
-3,223
-16% -$152K 0.03% 313
2022
Q2 		$960K Sell
20,307
-8,342
-29% -$392K 0.04% 260
2022
Q1 		$1.36M Sell
28,649
-19,142
-40% -$923K 0.05% 228
2021
Q4 		$2.35M Sell
47,791
-16,935
-26% -$834K 0.08% 157
2021
Q3 		$3.2M Sell
64,726
-2,706
-4% -$134K 0.12% 116
2021
Q2 		$3.34M Sell
67,432
-1,230
-2% -$61K 0.13% 100
2021
Q1 		$3.4M Buy
68,662
+1,302
+2% +$64.7K 0.15% 91
2020
Q4 		$3.35M Sell
67,360
-1,924
-3% -$95.8K 0.16% 94
2020
Q3 		$3.46M Sell
69,284
-12,584
-15% -$628K 0.18% 83
2020
Q2 		$4.08M Buy
81,868
+3,348
+4% +$165K 0.22% 71
2020
Q1 		$3.84M Buy
+78,520
New +$3.84M 0.26% 58

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Orion Portfolio Solutions's SHM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.7% in Q1 2025, selling an estimated $87.2K and leaving 103,461 shares worth $4.92M. The position accounts for 0.05% of the portfolio, ranked #353.

Orion Portfolio Solutions first reported a position in SHM in Q1 2020 and has held it in 21 quarters since. The position peaked at $10.3M in Q1 2023. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

  • Orion Portfolio Solutions held 103,461 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.92M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,830 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $87.2K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #353 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $10.3M in Q1 2023.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.