SCM
SHM icon

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

SCS 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 		– Sell
-11,903
Closed -$571K – 496
2025
Q4 		$571K Sell
11,903
-1,126
-9% -$54K 0.01% 350
2025
Q3 		$628K Sell
13,029
-1,436
-10% -$69.1K 0.01% 346
2025
Q2 		$692K Sell
14,465
-2,312
-14% -$110K 0.01% 332
2025
Q1 		$799K Buy
+16,777
New +$799K 0.01% 285

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

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

SCS Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 11,903 shares — an estimated $571K sold.

SCS Capital Management first reported a position in SHM in Q1 2025 and held it in 4 quarters. The position peaked at $799K in Q1 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • SCS Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SCS Capital Management sold 11,903 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $571K.
  • SCS Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and held it in 4 quarters.
  • SCS Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $799K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.