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

Savant Capital’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	$1.27M	Buy	26,492 +11,213	+73%	+$537K	﹤0.01%	778
2026 Q1	$731K	Buy	15,279 +621	+4%	+$29.9K	﹤0.01%	733
2025 Q4	$703K	Buy	14,658 +2,052	+16%	+$98.5K	﹤0.01%	699
2025 Q3	$608K	Buy	+12,606	New	+$607K	﹤0.01%	728
2024 Q4	–	Sell	-6,186	Closed	-$298K	–	1502
2024 Q3	$298K	Sell	6,186 -2,888	-32%	-$138K	﹤0.01%	1094
2024 Q2	$428K	Buy	9,074 +1,495	+20%	+$70.5K	﹤0.01%	848
2024 Q1	$360K	Sell	7,579 -6,559	-46%	-$312K	﹤0.01%	841
2023 Q4	$676K	Buy	14,138 +399	+3%	+$18.7K	0.01%	500
2023 Q3	$635K	Buy	+13,739	New	+$643K	0.01%	479

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

Savant Capital's SHM Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 73% in Q2 2026, buying an estimated $537K and bringing the position to 26,492 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Savant Capital first reported a position in SHM in Q3 2023 and has held it in 9 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Savant Capital held 26,492 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.27M as of Q2 2026.
Savant Capital bought 11,213 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $537K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #778 holding.
Savant Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and has held it in 9 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 Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.