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Steward Partners Investment Advisory’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Steward Partners Investment Advisory’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 		$778K Sell
16,265
-1,035
-6% -$49.9K ﹤0.01% 1295
2025
Q4 		$830K Sell
17,300
-14
-0.1% -$672 ﹤0.01% 1162
2025
Q3 		$835K Sell
17,314
-449
-3% -$21.6K ﹤0.01% 1125
2025
Q2 		$850K Buy
17,763
+2,377
+15% +$113K 0.01% 1056
2025
Q1 		$732K Sell
15,386
-3,540
-19% -$169K 0.01% 1041
2024
Q4 		$897K Sell
18,926
-2,043
-10% -$97.5K 0.01% 917
2024
Q3 		$1.01M Sell
20,969
-985
-4% -$47K 0.01% 842
2024
Q2 		$1.04M Sell
21,954
-7,013
-24% -$331K 0.01% 803
2024
Q1 		$1.37M Buy
28,967
+357
+1% +$17K 0.02% 696
2023
Q4 		$1.37M Buy
28,610
+3,369
+13% +$158K 0.02% 624
2023
Q3 		$1.17M Buy
25,241
+12,516
+98% +$586K 0.02% 628
2023
Q2 		$599K Sell
12,725
-871
-6% -$41K 0.01% 875
2023
Q1 		$646K Buy
13,596
+71
+0.5% +$3.35K 0.01% 829
2022
Q4 		$635K Hold
13,525
– – 0.01% 810
2022
Q3 		$623K Buy
13,525
+12,039
+810% +$568K 0.01% 787
2022
Q2 		$70K Hold
1,486
– – ﹤0.01% 1641
2022
Q1 		$70K Sell
1,486
-620
-29% -$29.9K ﹤0.01% 1756
2021
Q4 		$104K Sell
2,106
-29
-1% -$1.43K ﹤0.01% 1589
2021
Q3 		$105K Hold
2,135
– – ﹤0.01% 1523
2021
Q2 		$106K Buy
2,135
+29
+1% +$1.44K ﹤0.01% 2176
2021
Q1 		$104K Hold
2,106
– – ﹤0.01% 1603
2020
Q4 		$105K Hold
2,106
– – ﹤0.01% 1341
2020
Q3 		$105K Sell
2,106
-1,197
-36% -$59.8K ﹤0.01% 1205
2020
Q2 		$165K Sell
3,303
-1,707
-34% -$84.3K ﹤0.01% 944
2020
Q1 		$244K Sell
5,010
-8,899
-64% -$435K 0.01% 736
2019
Q4 		$683K Sell
13,909
-61
-0.4% -$2.99K 0.02% 553
2019
Q3 		$684K Sell
13,970
-728
-5% -$35.7K 0.02% 506
2019
Q2 		$719K Buy
14,698
+2,902
+25% +$141K 0.03% 462
2019
Q1 		$571K Sell
11,796
-720
-6% -$34.8K 0.02% 479
2018
Q4 		$601K Buy
12,516
+943
+8% +$45K 0.03% 442
2018
Q3 		$552K Sell
11,573
-5,052
-30% -$242K 0.03% 480
2018
Q2 		$798K Buy
16,625
+3
+0% +$143 0.05% 339
2018
Q1 		$794K Sell
16,622
-1,066
-6% -$51.1K 0.05% 311
2017
Q4 		$847K Buy
17,688
+494
+3% +$23.9K 0.06% 262
2017
Q3 		$835K Buy
17,194
+340
+2% +$16.6K 0.09% 210
2017
Q2 		$817K Buy
16,854
+250
+2% +$12.2K 0.09% 203
2017
Q1 		$804K Buy
16,604
+810
+5% +$39.1K 0.12% 151
2016
Q4 		$757K Buy
+15,794
New +$763K 0.35% 64

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
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

Steward Partners Investment Advisory's SHM Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 6% in Q1 2026, selling an estimated $49.9K and leaving 16,265 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Steward Partners Investment Advisory first reported a position in SHM in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.37M in Q1 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Steward Partners Investment Advisory held 16,265 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $778K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,035 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $49.9K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1295 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.37M in Q1 2024.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.