STALEY CAPITAL ADVISERS’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

STALEY CAPITAL ADVISERS’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	Sell	21,400 -1,000	-4%	-$48.2K	0.04%	109
2025 Q4	$1.07M	Sell	22,400 -2,500	-10%	-$120K	0.04%	108
2025 Q3	$1.2M	Sell	24,900 -100	-0.4%	-$4.81K	0.05%	106
2025 Q2	$1.2M	Sell	25,000 -1,500	-6%	-$71.1K	0.05%	104
2025 Q1	$1.26M	Sell	26,500 -2,000	-7%	-$95.3K	0.06%	100
2024 Q4	$1.35M	Hold	28,500	–	–	0.06%	95
2024 Q3	$1.37M	Hold	28,500	–	–	0.06%	95
2024 Q2	$1.34M	Hold	28,500	–	–	0.06%	95
2024 Q1	$1.35M	Hold	28,500	–	–	0.06%	93
2023 Q4	$1.36M	Sell	28,500 -10,850	-28%	-$509K	0.07%	91
2023 Q3	$1.82M	Sell	39,350 -54,300	-58%	-$2.54M	0.1%	73
2023 Q2	$4.41M	Sell	93,650 -11,750	-11%	-$553K	0.24%	55
2023 Q1	$5.01M	Sell	105,400 -8,300	-7%	-$392K	0.28%	53
2022 Q4	$5.34M	Sell	113,700 -28,018	-20%	-$1.3M	0.32%	53
2022 Q3	$6.53M	Sell	141,718 -5,225	-4%	-$247K	0.42%	48
2022 Q2	$6.95M	Sell	146,943 -2,800	-2%	-$131K	0.41%	46
2022 Q1	$7.09M	Sell	149,743 -10,000	-6%	-$482K	0.36%	47
2021 Q4	$7.86M	Sell	159,743 -5,825	-4%	-$287K	0.38%	48
2021 Q3	$8.18M	Buy	165,568 +4,350	+3%	+$216K	0.44%	48
2021 Q2	$7.99M	Buy	161,218 +5,600	+4%	+$278K	0.42%	48
2021 Q1	$7.71M	Buy	155,618 +9,700	+7%	+$482K	0.43%	49
2020 Q4	$7.26M	Buy	145,918 +622	+0.4%	+$31K	0.44%	45
2020 Q3	$7.25M	Buy	145,296 +6,715	+5%	+$335K	0.5%	39
2020 Q2	$6.91M	Buy	138,581 +6,216	+5%	+$307K	0.5%	40
2020 Q1	$6.47M	Sell	132,365 -3,139	-2%	-$154K	0.54%	39
2019 Q4	$6.66M	Buy	135,504 +2,674	+2%	+$131K	0.45%	44
2019 Q3	$6.51M	Sell	132,830 -5,882	-4%	-$289K	0.49%	42
2019 Q2	$6.79M	Sell	138,712 -3,583	-3%	-$174K	0.51%	42
2019 Q1	$6.9M	Sell	142,295 -1,688	-1%	-$81.5K	0.51%	40
2018 Q4	$6.92M	Sell	143,983 -22,477	-14%	-$1.07M	0.56%	39
2018 Q3	$7.94M	Sell	166,460 -5,740	-3%	-$275K	0.55%	41
2018 Q2	$8.26M	Sell	172,200 -7,500	-4%	-$358K	0.63%	39
2018 Q1	$8.59M	Sell	179,700 -300	-0.2%	-$14.4K	0.67%	37
2017 Q4	$8.62M	Sell	180,000 -10,000	-5%	-$483K	0.67%	38
2017 Q3	$9.23M	Sell	190,000 -1,700	-0.9%	-$82.9K	0.75%	36
2017 Q2	$9.3M	Buy	191,700 +7,400	+4%	+$360K	0.79%	36
2017 Q1	$8.93M	Sell	184,300 -4,250	-2%	-$205K	0.8%	37
2016 Q4	$9.04M	Buy	188,550 +8,300	+5%	+$401K	0.87%	37
2016 Q3	$8.8M	Sell	180,250 -3,700	-2%	-$182K	0.88%	37
2016 Q2	$9.03M	Sell	183,950 -3,850	-2%	-$188K	0.95%	36
2016 Q1	$9.17M	Sell	187,800 -600	-0.3%	-$29.4K	0.99%	33
2015 Q4	$9.18M	Sell	188,400 -4,000	-2%	-$195K	1.06%	31
2015 Q3	$9.37M	Sell	192,400 -22,075	-10%	-$1.07M	1.14%	33
2015 Q2	$10.4M	Sell	214,475 -5,300	-2%	-$257K	1.16%	35
2015 Q1	$10.7M	Buy	219,775 +2,450	+1%	+$119K	1.23%	31
2014 Q4	$10.6M	Sell	217,325 -3,250	-1%	-$158K	1.23%	34
2014 Q3	$10.8M	Sell	220,575 -1,200	-0.5%	-$58.5K	1.29%	32
2014 Q2	$10.8M	Buy	221,775 +7,475	+3%	+$363K	1.29%	31
2014 Q1	$10.4M	Sell	214,300 -5,500	-3%	-$268K	1.32%	32
2013 Q4	$10.7M	Buy	219,800 +2,000	+0.9%	+$97.1K	1.45%	26
2013 Q3	$10.6M	Buy	217,800 +12,800	+6%	+$616K	1.61%	24
2013 Q2	$9.8M	Buy	+205,000	New	+$9.95M	1.58%	24

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

STALEY CAPITAL ADVISERS's SHM Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 4.5% in Q1 2026, selling an estimated $48.2K and leaving 21,400 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #109.

STALEY CAPITAL ADVISERS first reported a position in SHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.8M in Q2 2014. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

STALEY CAPITAL ADVISERS held 21,400 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.02M as of Q1 2026.
STALEY CAPITAL ADVISERS sold 1,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $48.2K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #109 holding.
STALEY CAPITAL ADVISERS first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 52 quarters since.
STALEY CAPITAL ADVISERS's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $10.8M in Q2 2014.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.