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

Private Trust Company’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 		$300K Buy
6,250
+3,152
+102% +$151K 0.02% 664
2026
Q1 		$148K Sell
3,098
-47
-1% -$2.27K 0.01% 885
2025
Q4 		$151K Sell
3,145
-100
-3% -$4.8K 0.01% 859
2025
Q3 		$156K Sell
3,245
-1,340
-29% -$64.5K 0.01% 843
2025
Q2 		$219K Buy
4,585
+3,333
+266% +$158K 0.02% 687
2025
Q1 		$59.6K Sell
1,252
-174
-12% -$8.29K 0.01% 1123
2024
Q4 		$67.6K Sell
1,426
-6
-0.4% -$286 0.01% 1066
2024
Q3 		$68.9K Buy
1,432
+188
+15% +$8.97K 0.01% 1027
2024
Q2 		$58.7K Buy
1,244
+744
+149% +$35.1K 0.01% 1050
2024
Q1 		$23.7K Hold
500
– – ﹤0.01% 1383
2023
Q4 		$23.9K Hold
500
– – ﹤0.01% 1333
2023
Q3 		$23.1K Sell
500
-357
-42% -$16.7K ﹤0.01% 1301
2023
Q2 		$40.3K Sell
857
-26
-3% -$1.22K 0.01% 1113
2023
Q1 		$42K Sell
883
-15
-2% -$708 0.01% 1051
2022
Q4 		$42K Buy
898
+223
+33% +$10.4K 0.01% 1022
2022
Q3 		$31K Sell
675
-770
-53% -$36.3K 0.01% 1061
2022
Q2 		$68K Buy
+1,445
New +$67.9K 0.01% 825

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

Private Trust Company's SHM Position: Q2 2026 in Review

Private Trust Company increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 102% in Q2 2026, buying an estimated $151K and bringing the position to 6,250 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #664.

Private Trust Company first reported a position in SHM in Q2 2022 and has held it in 17 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Private Trust Company held 6,250 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $300K as of Q2 2026.
  • Private Trust Company bought 3,152 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $151K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #664 holding.
  • Private Trust Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.