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

Private Advisor 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
Q1 		$1.66M Sell
34,736
-891
-3% -$42.9K 0.01% 1136
2025
Q4 		$1.71M Buy
35,627
+416
+1% +$20K 0.01% 1111
2025
Q3 		$1.7M Sell
35,211
-3,517
-9% -$169K 0.01% 1091
2025
Q2 		$1.85M Buy
38,728
+12,977
+50% +$616K 0.01% 1003
2025
Q1 		$1.23M Sell
25,751
-1,777
-6% -$84.6K 0.01% 1139
2024
Q4 		$1.3M Sell
27,528
-15,597
-36% -$745K 0.01% 1091
2024
Q3 		$2.08M Sell
43,125
-6,293
-13% -$300K 0.01% 862
2024
Q2 		$2.33M Sell
49,418
-4,854
-9% -$229K 0.02% 764
2024
Q1 		$2.57M Sell
54,272
-7,150
-12% -$341K 0.02% 692
2023
Q4 		$2.94M Sell
61,422
-6,207
-9% -$291K 0.02% 614
2023
Q3 		$3.13M Buy
67,629
+3,075
+5% +$144K 0.03% 548
2023
Q2 		$3.04M Sell
64,554
-11,021
-15% -$519K 0.03% 561
2023
Q1 		$3.59M Sell
75,575
-4,155
-5% -$196K 0.03% 489
2022
Q4 		$3.75K Sell
79,730
-11,985
-13% -$558K ﹤0.01% 1043
2022
Q3 		$4.23M Buy
91,715
+390
+0.4% +$18.4K 0.05% 378
2022
Q2 		$4.32M Sell
91,325
-2,762
-3% -$130K 0.04% 450
2022
Q1 		$4.45M Sell
94,087
-7,002
-7% -$338K 0.03% 494
2021
Q4 		$4.97M Sell
101,089
-13,215
-12% -$651K 0.04% 458
2021
Q3 		$5.65M Buy
114,304
+2,856
+3% +$142K 0.04% 470
2021
Q2 		$5.52M Buy
111,448
+17,714
+19% +$879K 0.05% 376
2021
Q1 		$4.64M Buy
93,734
+8,960
+11% +$445K 0.04% 401
2020
Q4 		$4.22M Buy
84,774
+10,684
+14% +$532K 0.04% 381
2020
Q3 		$3.69M Buy
74,090
+11,753
+19% +$587K 0.05% 361
2020
Q2 		$3.11M Buy
62,337
+6,627
+12% +$327K 0.04% 392
2020
Q1 		$2.72M Buy
55,710
+9,126
+20% +$446K 0.05% 349
2019
Q4 		$2.29M Sell
46,584
-11,203
-19% -$549K 0.04% 484
2019
Q3 		$2.83M Buy
57,787
+14,746
+34% +$724K 0.04% 428
2019
Q2 		$1.98M Buy
43,041
+1,636
+4% +$79.5K 0.04% 489
2019
Q1 		$1.88M Sell
41,405
-57,082
-58% -$2.76M 0.04% 459
2018
Q4 		$4.73M Buy
98,487
+150
+0.2% +$7.16K 0.11% 192
2018
Q3 		$4.69M Sell
98,337
-44,701
-31% -$2.14M 0.1% 215
2018
Q2 		$6.86M Buy
143,038
+132,019
+1,198% +$6.31M 0.11% 87
2018
Q1 		$527K Sell
11,019
-30,895
-74% -$1.48M 0.02% 644
2017
Q4 		$2.01M Sell
41,914
-11,916
-22% -$575K 0.08% 231
2017
Q3 		$2.61M Buy
53,830
+2,505
+5% +$122K 0.06% 298
2017
Q2 		$2.49M Sell
51,325
-1,874
-4% -$91.1K 0.07% 293
2017
Q1 		$2.58M Sell
53,199
-12,560
-19% -$606K 0.07% 274
2016
Q4 		$3.16M Buy
65,759
+4,271
+7% +$206K 0.1% 206
2016
Q3 		$3M Buy
61,488
+5,295
+9% +$260K 0.12% 175
2016
Q2 		$2.76M Buy
56,193
+6,182
+12% +$302K 0.11% 187
2016
Q1 		$2.44M Buy
50,011
+31,566
+171% +$1.54M 0.12% 177
2015
Q4 		$899K Buy
18,445
+2,906
+19% +$142K 0.04% 408
2015
Q3 		$757K Sell
15,539
-24,537
-61% -$1.19M 0.04% 428
2015
Q2 		$1.95M Buy
40,076
+19,521
+95% +$946K 0.09% 229
2015
Q1 		$1M Buy
20,555
+14,315
+229% +$697K 0.06% 347
2014
Q4 		$303K Sell
6,240
-156
-2% -$7.6K 0.02% 713
2014
Q3 		$312K Hold
6,396
– – 0.02% 685
2014
Q2 		$311K Sell
6,396
-1,239
-16% -$60.2K 0.03% 640
2014
Q1 		$370K Buy
7,635
+3,342
+78% +$163K 0.04% 507
2013
Q4 		$209K Buy
+4,293
New +$208K 0.02% 646

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

Private Advisor Group's SHM Position: Q1 2026 in Review

Private Advisor Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.5% in Q1 2026, selling an estimated $42.9K and leaving 34,736 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #1136.

Private Advisor Group first reported a position in SHM in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.86M in Q2 2018. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Private Advisor Group held 34,736 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.66M as of Q1 2026.
  • Private Advisor Group sold 891 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $42.9K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1136 holding.
  • Private Advisor Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.86M in Q2 2018.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.