Ritholtz Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Ritholtz Wealth Management’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	$873K	Buy	18,199 +46	+0.3%	+$2.2K	0.01%	662
2026 Q1	$868K	Buy	18,153 +30	+0.2%	+$1.45K	0.02%	590
2025 Q4	$870K	Buy	18,123 +61	+0.3%	+$2.93K	0.02%	566
2025 Q3	$871K	Buy	18,062 +44	+0.2%	+$2.12K	0.02%	534
2025 Q2	$862K	Sell	18,018 -12	-0.1%	-$569	0.02%	488
2025 Q1	$858K	Sell	18,030 -927	-5%	-$44.2K	0.03%	440
2024 Q4	$898K	Buy	18,957 +933	+5%	+$44.5K	0.03%	394
2024 Q3	$868K	Buy	18,024 +36	+0.2%	+$1.72K	0.03%	407
2024 Q2	$849K	Sell	17,988 -5,071	-22%	-$239K	0.03%	386
2024 Q1	$1.09M	Sell	23,059 -538	-2%	-$25.6K	0.04%	336
2023 Q4	$1.13M	Buy	23,597 +31	+0.1%	+$1.45K	0.04%	285
2023 Q3	$1.09M	Sell	23,566 -956	-4%	-$44.8K	0.05%	253
2023 Q2	$1.15M	Sell	24,522 -24,891	-50%	-$1.17M	0.05%	235
2023 Q1	$2.35M	Buy	49,413 +4,807	+11%	+$227K	0.12%	104
2022 Q4	$2.1M	Buy	44,606 +10,540	+31%	+$491K	0.12%	123
2022 Q3	$1.57M	Buy	34,066 +19,774	+138%	+$933K	0.08%	168
2022 Q2	$675K	Buy	+14,292	New	+$671K	0.04%	252
2019 Q4	–	Sell	-8,535	Closed	-$418K	–	166
2019 Q3	$418K	Buy	8,535 +11	+0.1%	+$540	0.07%	86
2019 Q2	$417K	Sell	8,524 -106	-1%	-$5.15K	0.07%	79
2019 Q1	$418K	Buy	8,630 +126	+1%	+$6.08K	0.08%	83
2018 Q4	$409K	Sell	8,504 -788	-8%	-$37.6K	0.09%	76
2018 Q3	$443K	Buy	9,292 +4,871	+110%	+$234K	0.11%	67
2018 Q2	$212K	Buy	4,421 +66	+2%	+$3.15K	0.06%	111
2018 Q1	$208K	Buy	4,355 +9	+0.2%	+$432	0.06%	109
2017 Q4	$208K	Sell	4,346 -692	-14%	-$33.4K	0.06%	110
2017 Q3	$245K	Buy	+5,038	New	+$246K	0.09%	63

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ritholtz Wealth Management's SHM Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.25% in Q2 2026, buying an estimated $2.2K and bringing the position to 18,199 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #662.

Ritholtz Wealth Management first reported a position in SHM in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.35M in Q1 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Ritholtz Wealth Management held 18,199 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $873K as of Q2 2026.
Ritholtz Wealth Management bought 46 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.2K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #662 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and has held it in 26 quarters since.
Ritholtz Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.35M in Q1 2023.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.