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

Prime Capital Investment Advisors’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
Q1 		$9.97M Sell
208,447
-14,172
-6% -$683K 0.12% 147
2025
Q4 		$10.7M Sell
222,619
-27,830
-11% -$1.34M 0.13% 127
2025
Q3 		$12.1M Sell
250,449
-3,218
-1% -$155K 0.15% 114
2025
Q2 		$12.1M Sell
253,667
-97,809
-28% -$4.64M 0.16% 105
2025
Q1 		$16.7M Buy
351,476
+46,374
+15% +$2.21M 0.2% 96
2024
Q4 		$14.5M Buy
305,102
+9,310
+3% +$444K 0.21% 87
2024
Q3 		$14.2M Sell
295,792
-15,409
-5% -$736K 0.2% 88
2024
Q2 		$14.7M Sell
311,201
-102,791
-25% -$4.85M 0.22% 81
2024
Q1 		$19.6M Buy
413,992
+64,006
+18% +$3.05M 0.27% 77
2023
Q4 		$16.7M Buy
349,986
+335,021
+2,239% +$15.7M 0.25% 85
2023
Q3 		$692K Sell
14,965
-5,745
-28% -$269K 0.01% 410
2023
Q2 		$974K Buy
+20,710
New +$975K 0.02% 363
2018
Q3 		– Sell
-1,618
Closed -$78K – 344
2018
Q2 		$78K Buy
+1,618
New +$77.3K 0.03% 174

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Prime Capital Investment Advisors's SHM Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 6.4% in Q1 2026, selling an estimated $683K and leaving 208,447 shares worth $9.97M. The position accounts for 0.12% of the portfolio, ranked #147.

Prime Capital Investment Advisors first reported a position in SHM in Q2 2018 and has held it in 13 quarters since. The position peaked at $19.6M in Q1 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Prime Capital Investment Advisors held 208,447 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.97M as of Q1 2026.
  • Prime Capital Investment Advisors sold 14,172 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $683K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #147 holding.
  • Prime Capital Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2018 and has held it in 13 quarters since.
  • Prime Capital Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $19.6M in Q1 2024.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.