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

Savvy Advisors Inc’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	$1.02M	Buy	21,384 +75	+0.4%	+$3.61K	0.03%	422
2025 Q4	$1.02M	Buy	21,309 +6,381	+43%	+$306K	0.03%	357
2025 Q3	$720K	Buy	14,928 +448	+3%	+$21.6K	0.03%	336
2025 Q2	$693K	Buy	14,480 +7,751	+115%	+$368K	0.05%	286
2025 Q1	$320K	Buy	+6,729	New	+$321K	0.03%	377

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Savvy Advisors Inc's SHM Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.35% in Q1 2026, buying an estimated $3.61K and bringing the position to 21,384 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #422.

Savvy Advisors Inc first reported a position in SHM in Q1 2025 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Savvy Advisors Inc held 21,384 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.02M as of Q1 2026.
Savvy Advisors Inc bought 75 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $3.61K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #422 holding.
Savvy Advisors Inc first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.