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

Spire Wealth 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 Q2	$156K	Hold	3,261	–	–	﹤0.01%	857
2026 Q1	$156K	Hold	3,261	–	–	0.01%	857
2025 Q4	$157K	Hold	3,261	–	–	0.01%	866
2025 Q3	$157K	Hold	3,261	–	–	0.01%	850
2025 Q2	$156K	Sell	3,261 -533	-14%	-$25.3K	0.01%	829
2025 Q1	$181K	Hold	3,794	–	–	0.01%	843
2024 Q4	$180K	Hold	3,794	–	–	0.01%	851
2024 Q3	$183K	Sell	3,794 -1,153	-23%	-$55K	0.01%	752
2024 Q2	$233K	Hold	4,947	–	–	0.01%	685
2024 Q1	$235K	Sell	4,947 -16	-0.3%	-$762	﹤0.01%	734
2023 Q4	$236K	Sell	4,963 -196	-4%	-$9.2K	0.01%	714
2023 Q3	$239K	Buy	5,159 +81	+2%	+$3.79K	0.01%	662
2023 Q2	$239K	Sell	5,078 -2,741	-35%	-$129K	0.01%	673
2023 Q1	$372K	Buy	7,819 +7,520	+2,515%	+$355K	0.01%	564
2022 Q4	$14K	Sell	299 -12	-4%	-$559	﹤0.01%	1503
2022 Q3	$14K	Sell	311 -8,300	-96%	-$392K	﹤0.01%	1468
2022 Q2	$407K	Sell	8,611 -3,541	-29%	-$166K	0.02%	528
2022 Q1	$575K	Hold	12,152	–	–	0.02%	528
2021 Q4	$598K	Hold	12,152	–	–	0.01%	633
2021 Q3	$600K	Hold	12,152	–	–	0.02%	545
2021 Q2	$602K	Hold	12,152	–	–	0.02%	562
2021 Q1	$602K	Buy	+12,152	New	+$604K	0.02%	606

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

Spire Wealth Management's SHM Position: Q2 2026 in Review

Spire Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 3,261 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Spire Wealth Management first reported a position in SHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $602K in Q2 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Spire Wealth Management held 3,261 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $156K as of Q2 2026.
Spire Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #857 holding.
Spire Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $602K in Q2 2021.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.