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

Studio Investment 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
2025
Q4 		– Sell
-4,695
Closed -$226K – 182
2025
Q3 		$226K Sell
4,695
-9,940
-68% -$478K 0.04% 165
2025
Q2 		$700K Sell
14,635
-10,920
-43% -$518K 0.14% 98
2025
Q1 		$1.22M Sell
25,555
-48,947
-66% -$2.33M 0.25% 60
2024
Q4 		$3.53M Sell
74,502
-13,610
-15% -$650K 0.75% 38
2024
Q3 		$4.24M Sell
88,112
-1,445
-2% -$69K 0.89% 35
2024
Q2 		$4.23M Sell
89,557
-57
-0.1% -$2.69K 0.96% 30
2024
Q1 		$4.25M Sell
89,614
-10,810
-11% -$515K 1.01% 30
2023
Q4 		$4.8M Sell
100,424
-5,570
-5% -$261K 1.22% 22
2023
Q3 		$4.9M Sell
105,994
-27,291
-20% -$1.28M 1.37% 19
2023
Q2 		$6.27M Sell
133,285
-1,888
-1% -$88.9K 1.75% 13
2023
Q1 		$6.43M Buy
135,173
+32,545
+32% +$1.54M 1.94% 13
2022
Q4 		$4.82M Buy
102,628
+49,248
+92% +$2.29M 1.56% 20
2022
Q3 		$2.46M Sell
53,380
-60
-0.1% -$2.83K 0.89% 31
2022
Q2 		$2.53M Buy
53,440
+965
+2% +$45.3K 0.88% 31
2022
Q1 		$2.48M Buy
52,475
+620
+1% +$29.9K 0.82% 42
2021
Q4 		$2.55M Buy
51,855
+46,580
+883% +$2.29M 0.92% 32
2021
Q3 		$261K Buy
+5,275
New +$262K 0.11% 91

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Studio Investment Management's SHM Position: Q4 2025 in Review

Studio Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 4,695 shares — an estimated $226K sold.

Studio Investment Management first reported a position in SHM in Q3 2021 and held it in 17 quarters. The position peaked at $6.43M in Q1 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

  • Studio Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Studio Investment Management sold 4,695 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $226K.
  • Studio Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 17 quarters.
  • Studio Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.43M in Q1 2023.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on Studio Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.