Raymond James Financial
SHM icon

Raymond James Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Raymond James Financial’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 		$13.4M Buy
280,152
+2,562
+0.9% +$123K ﹤0.01% 1887
2026
Q1 		$13.3M Buy
277,590
+42,354
+18% +$2.04M ﹤0.01% 1784
2025
Q4 		$11.3M Sell
235,236
-6,363
-3% -$305K ﹤0.01% 1856
2025
Q3 		$11.6M Sell
241,599
-824
-0.3% -$39.7K ﹤0.01% 1796
2025
Q2 		$11.6M Buy
242,423
+24,624
+11% +$1.17M ﹤0.01% 1750
2025
Q1 		$10.4M Sell
217,799
-17,642
-7% -$840K ﹤0.01% 1786
2024
Q4 		$11.2M Buy
+235,441
New +$11.2M ﹤0.01% 1770

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 22.9% 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

Raymond James Financial's SHM Position: Q2 2026 in Review

Raymond James Financial increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.92% in Q2 2026, buying an estimated $123K and bringing the position to 280,152 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Raymond James Financial first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Raymond James Financial held 280,152 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $13.4M as of Q2 2026.
  • Raymond James Financial bought 2,562 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $123K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1887 holding.
  • Raymond James Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.