Sage Mountain Advisors
SHM icon

Sage Mountain Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sage Mountain Advisors’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
Q3 		$3.16M Buy
67,670
+22,566
+50% +$1.07M 0.19% 59
2026
Q2 		$2.16M Buy
45,104
+10,288
+30% +$492K 0.13% 66
2026
Q1 		$1.67M Buy
34,816
+29,566
+563% +$1.42M 0.12% 71
2025
Q4 		$252K Hold
5,250
– – 0.01% 430
2025
Q3 		$253K Buy
+5,250
New +$253K 0.01% 413
2025
Q2 		– Sell
-6,929
Closed -$330K – 543
2025
Q1 		$330K Buy
+6,929
New +$330K 0.02% 281
2021
Q4 		– Sell
-59
Closed -$3K – 699
2021
Q3 		$3K Buy
+59
New +$2.92K ﹤0.01% 573
2021
Q2 		– Sell
-3,836
Closed -$190K – 531
2021
Q1 		$190K Buy
+3,836
New +$191K 0.04% 309

Other funds holding SHM

Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Alaska Wealth Advisors
Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sage Mountain Advisors's SHM Position: Q3 2026 in Review

Sage Mountain Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 50% in Q3 2026, buying an estimated $1.07M and bringing the position to 67,670 shares worth $3.16M. The position accounts for 0.19% of the portfolio, ranked #59.

Sage Mountain Advisors first reported a position in SHM in Q1 2021 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Sage Mountain Advisors held 67,670 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.16M as of Q3 2026.
  • Sage Mountain Advisors bought 22,566 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $1.07M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.19% of Sage Mountain Advisors's portfolio in Q3 2026, its #59 holding.
  • Sage Mountain Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 8 quarters since.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.