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

Summit Financial’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
Q2 		– Sell
-11,549
Closed -$550K – 829
2025
Q1 		$550K Buy
11,549
+169
+1% +$8.05K 0.02% 489
2024
Q4 		$539K Buy
+11,380
New +$543K 0.02% 437
2024
Q3 		– Sell
-10,553
Closed -$498K – 551
2024
Q2 		$498K Sell
10,553
-17,285
-62% -$815K 0.02% 324
2024
Q1 		$1.32M Sell
27,838
-20,724
-43% -$987K 0.08% 151
2023
Q4 		$2.32M Buy
+48,562
New +$2.28M 0.15% 92
2023
Q2 		– Sell
-31,841
Closed -$1.51M – 334
2023
Q1 		$1.51M Sell
31,841
-35,306
-53% -$1.67M 0.13% 81
2022
Q4 		$3.15M Buy
67,147
+60,831
+963% +$2.83M 0.3% 38
2022
Q3 		$291K Buy
+6,316
New +$298K 0.03% 214
2022
Q1 		– Sell
-4,136
Closed -$203K – 258
2021
Q4 		$203K Buy
+4,136
New +$204K 0.02% 237

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Financial's SHM Position: Q2 2025 in Review

Summit Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 11,549 shares — an estimated $550K sold.

Summit Financial first reported a position in SHM in Q4 2021 and held it in 9 quarters. The position peaked at $3.15M in Q4 2022. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

  • Summit Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Financial sold 11,549 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $550K.
  • Summit Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 9 quarters.
  • Summit Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.15M in Q4 2022.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.