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

Strategic Wealth Partners’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 		$324K Sell
6,782
-2,804
-29% -$135K 0.02% 248
2025
Q4 		$460K Sell
9,586
-15
-0.2% -$720 0.03% 214
2025
Q3 		$463K Sell
9,601
-326
-3% -$15.7K 0.03% 240
2025
Q2 		$475K Buy
+9,927
New +$471K 0.04% 217
2024
Q4 		$498K Sell
10,447
-150
-1% -$7.16K 0.04% 209
2024
Q3 		$510K Sell
10,597
-3,100
-23% -$148K 0.05% 206
2024
Q2 		$646K Hold
13,697
– – 0.07% 172
2024
Q1 		$650K Sell
13,697
-275
-2% -$13.1K 0.07% 165
2023
Q4 		$668K Hold
13,972
– – 0.08% 159
2023
Q3 		$646K Buy
13,972
+212
+2% +$9.93K 0.09% 180
2023
Q2 		$647K Hold
13,760
– – 0.08% 184
2023
Q1 		$654K Sell
13,760
-1,731
-11% -$81.7K 0.1% 155
2022
Q4 		$728K Sell
15,491
-2,451
-14% -$114K 0.14% 143
2022
Q3 		$827K Buy
17,942
+2,991
+20% +$141K 0.18% 138
2022
Q2 		$707K Sell
14,951
-2,778
-16% -$130K 0.15% 141
2022
Q1 		$839K Buy
17,729
+1,536
+9% +$74K 0.16% 142
2021
Q4 		$796K Hold
16,193
– – 0.15% 157
2021
Q3 		$800K Buy
16,193
+1,950
+14% +$96.7K 0.23% 118
2021
Q2 		$706K Sell
14,243
-720
-5% -$35.7K 0.23% 113
2021
Q1 		$742K Buy
14,963
+248
+2% +$12.3K 0.3% 89
2020
Q4 		$733K Buy
14,715
+803
+6% +$40K 0.31% 85
2020
Q3 		$694K Sell
13,912
-6,134
-31% -$306K 0.35% 72
2020
Q2 		$1M Sell
20,046
-5,864
-23% -$290K 0.52% 56
2020
Q1 		$1.27M Hold
25,910
– – 0.66% 41
2019
Q4 		$1.27M Sell
25,910
-3,864
-13% -$189K 0.66% 41
2019
Q3 		$96.9K Buy
29,774
+2,051
+7% +$101K 0.5% 57
2019
Q2 		$1.36M Sell
27,723
-3,646
-12% -$177K 0.65% 42
2019
Q1 		$1.52M Buy
31,369
+5,589
+22% +$270K 0.7% 40
2018
Q4 		$1.26M Buy
25,780
+1,492
+6% +$71.2K 0.64% 38
2018
Q3 		$1.16M Sell
24,288
-3,647
-13% -$175K 0.62% 52
2018
Q2 		$1.34M Buy
27,935
+3,394
+14% +$162K 0.78% 27
2018
Q1 		$1.17M Buy
24,541
+6,899
+39% +$331K 0.61% 43
2017
Q4 		$855K Buy
+17,642
New +$852K 0.47% 73

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

Strategic Wealth Partners's SHM Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 29% in Q1 2026, selling an estimated $135K and leaving 6,782 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #248.

Strategic Wealth Partners first reported a position in SHM in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.52M in Q1 2019. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Strategic Wealth Partners held 6,782 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $324K as of Q1 2026.
  • Strategic Wealth Partners sold 2,804 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $135K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #248 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.52M in Q1 2019.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.