StoneX Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

StoneX Group’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	–	Sell	-4,624	Closed	-$221K	–	1561
2026 Q1	$221K	Buy	+4,624	New	+$223K	0.01%	707
2022 Q1	–	Sell	-4,470	Closed	-$220K	–	679
2021 Q4	$220K	Sell	4,470 -704	-14%	-$34.7K	0.03%	497
2021 Q3	$256K	Buy	5,174 +10	+0.2%	+$496	0.04%	406
2021 Q2	$256K	Buy	5,164 +10	+0.2%	+$496	0.04%	396
2021 Q1	$255K	Buy	5,154 +331	+7%	+$16.4K	0.05%	343
2020 Q4	$240K	Sell	4,823 -143	-3%	-$7.12K	0.05%	311
2020 Q3	$248K	Buy	4,966 +565	+13%	+$28.2K	0.08%	261
2020 Q2	$219K	Buy	4,401 +9	+0.2%	+$445	0.08%	255
2020 Q1	$215K	Sell	4,392 -5,767	-57%	-$282K	0.11%	222
2019 Q4	$499K	Buy	+10,159	New	+$498K	0.2%	146

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

StoneX Group's SHM Position: Q2 2026 in Review

StoneX Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 4,624 shares — an estimated $221K sold.

StoneX Group first reported a position in SHM in Q4 2019 and held it in 10 quarters. The position peaked at $499K in Q4 2019. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

StoneX Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
StoneX Group sold 4,624 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $221K.
StoneX Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 10 quarters.
StoneX Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $499K in Q4 2019.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.