Rockefeller Capital Management
SHM icon

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

Rockefeller Capital 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
Q1 		$3.49M Sell
72,956
-1,558
-2% -$75.1K 0.01% 1065
2025
Q4 		$3.58M Buy
74,514
+1,702
+2% +$81.7K 0.01% 998
2025
Q3 		$3.51M Buy
72,812
+26
+0% +$1.25K 0.01% 946
2025
Q2 		$3.48M Buy
72,786
+1,594
+2% +$75.6K 0.01% 910
2025
Q1 		$3.39M Sell
71,192
-4,183
-6% -$199K 0.01% 848
2024
Q4 		$3.57M Buy
75,375
+10,143
+16% +$484K 0.01% 823
2024
Q3 		$3.13M Sell
65,232
-2,941
-4% -$140K 0.01% 843
2024
Q2 		$3.22M Sell
68,173
-868
-1% -$40.9K 0.01% 828
2024
Q1 		$3.28M Buy
69,041
+5,267
+8% +$251K 0.01% 833
2023
Q4 		$3.05M Buy
63,774
+21,426
+51% +$1.01M 0.01% 779
2023
Q3 		$1.96M Sell
42,348
-2,016
-5% -$94.4K 0.01% 845
2023
Q2 		$2.09M Sell
44,364
-1,249
-3% -$58.8K 0.01% 830
2023
Q1 		$2.17M Sell
45,613
-3,740
-8% -$177K 0.01% 786
2022
Q4 		$2.32M Sell
49,353
-25,109
-34% -$1.17M 0.01% 704
2022
Q3 		$3.43M Sell
74,462
-32,135
-30% -$1.52M 0.02% 617
2022
Q2 		$5.04M Buy
106,597
+24,393
+30% +$1.15M 0.03% 525
2022
Q1 		$3.89M Buy
82,204
+1,905
+2% +$91.8K 0.02% 602
2021
Q4 		$3.95M Buy
80,299
+2,230
+3% +$110K 0.02% 606
2021
Q3 		$3.86M Buy
78,069
+8,791
+13% +$436K 0.02% 554
2021
Q2 		$3.43M Buy
69,278
+15,860
+30% +$787K 0.02% 560
2021
Q1 		$2.65M Buy
53,418
+17,220
+48% +$855K 0.02% 514
2020
Q4 		$1.8M Buy
36,198
+3,886
+12% +$193K 0.01% 553
2020
Q3 		$1.61M Sell
32,312
-1,270
-4% -$63.4K 0.02% 484
2020
Q2 		$1.68M Sell
33,582
-24,204
-42% -$1.2M 0.02% 433
2020
Q1 		$2.83M Buy
57,786
+38,362
+197% +$1.88M 0.04% 286
2019
Q4 		$953K Sell
19,424
-685
-3% -$33.6K 0.01% 462
2019
Q3 		$985K Buy
20,109
+19,112
+1,917% +$938K 0.01% 390
2019
Q2 		$48K Sell
997
-1,034
-51% -$50.3K ﹤0.01% 819
2019
Q1 		$98K Buy
+2,031
New +$98.1K ﹤0.01% 764

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

Rockefeller Capital Management's SHM Position: Q1 2026 in Review

Rockefeller Capital Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.1% in Q1 2026, selling an estimated $75.1K and leaving 72,956 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #1065.

Rockefeller Capital Management first reported a position in SHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.04M in Q2 2022. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Rockefeller Capital Management held 72,956 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.49M as of Q1 2026.
  • Rockefeller Capital Management sold 1,558 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $75.1K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1065 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.04M in Q2 2022.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.