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
2023 Q4	–	Sell	-100,100	Closed	-$46.3K	–	2469
2023 Q3	$46.3K	Buy	+100,100	New	+$4.69M	﹤0.01%	2044

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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.