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

Tidemark’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
-13,295
Closed -$633K – 748
2025
Q1 		$633K Buy
13,295
+509
+4% +$24.2K 0.23% 59
2024
Q4 		$606K Buy
12,786
+882
+7% +$42.1K 0.23% 58
2024
Q3 		$573K Buy
11,904
+2,479
+26% +$118K 0.24% 62
2024
Q2 		$445K Buy
9,425
+600
+7% +$28.3K 0.2% 68
2024
Q1 		$419K Buy
8,825
+4,578
+108% +$218K 0.23% 81
2023
Q4 		$203K Buy
+4,247
New +$199K 0.13% 109

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Tidemark's SHM Position: Q2 2025 in Review

Tidemark sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 13,295 shares — an estimated $633K sold.

Tidemark first reported a position in SHM in Q4 2023 and held it in 6 quarters. The position peaked at $633K in Q1 2025. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

  • Tidemark reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Tidemark sold 13,295 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $633K.
  • Tidemark first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
  • Tidemark's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $633K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.