UCFA
SHM icon

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

United Capital Financial Advisors’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 		$67.9M Sell
1,419,516
-398,330
-22% -$19.2M 0.42% 43
2025
Q4 		$87.2M Sell
1,817,846
-177,080
-9% -$8.5M 0.53% 36
2025
Q3 		$96.2M Sell
1,994,926
-69,516
-3% -$3.35M 0.69% 30
2025
Q2 		$98.7M Sell
2,064,442
-366,824
-15% -$17.4M 0.8% 28
2025
Q1 		$116M Sell
2,431,266
-23,799
-1% -$1.13M 0.99% 18
2024
Q4 		$116M Sell
2,455,065
-70,402
-3% -$3.36M 0.98% 20
2024
Q3 		$122M Buy
2,525,467
+4,299
+0.2% +$205K 1% 18
2024
Q2 		$119M Sell
2,521,168
-22,278
-0.9% -$1.05M 1.02% 17
2024
Q1 		$121M Sell
2,543,446
-41,915
-2% -$2M 0.99% 16
2023
Q4 		$124M Sell
2,585,361
-1,611,974
-38% -$75.6M 1.03% 15
2023
Q3 		$194M Sell
4,197,335
-423,687
-9% -$19.8M 1.27% 13
2023
Q2 		$217M Buy
4,621,022
+160,269
+4% +$7.55M 1.19% 17
2023
Q1 		$212M Buy
4,460,753
+568,496
+15% +$26.8M 1.18% 16
2022
Q4 		$183M Sell
3,892,257
-34,786
-0.9% -$1.62M 1.03% 18
2022
Q3 		$181M Buy
3,927,043
+645,423
+20% +$30.4M 1.07% 18
2022
Q2 		$155M Buy
3,281,620
+169,318
+5% +$7.95M 0.85% 18
2022
Q1 		$147M Buy
3,112,302
+415,768
+15% +$20M 0.72% 23
2021
Q4 		$133M Buy
2,696,534
+392,637
+17% +$19.3M 0.61% 30
2021
Q3 		$114M Buy
2,303,897
+378,114
+20% +$18.7M 0.57% 32
2021
Q2 		$95.4M Buy
1,925,783
+386,348
+25% +$19.2M 0.48% 37
2021
Q1 		$76.3M Buy
1,539,435
+317,519
+26% +$15.8M 0.42% 49
2020
Q4 		$60.8M Buy
1,221,916
+307,475
+34% +$15.3M 0.37% 60
2020
Q3 		$45.6M Buy
914,441
+783,569
+599% +$39.1M 0.3% 75
2020
Q2 		$6.53M Buy
130,872
+5,263
+4% +$260K 0.05% 313
2020
Q1 		$6.14M Buy
125,609
+100,945
+409% +$4.94M 0.05% 309
2019
Q4 		$1.21M Sell
24,664
-2,957
-11% -$145K 0.01% 715
2019
Q3 		$1.35M Sell
27,621
-2,125
-7% -$104K 0.01% 663
2019
Q2 		$1.46M Buy
29,746
+1,603
+6% +$77.9K 0.01% 700
2019
Q1 		$1.36M Sell
28,143
-7,162
-20% -$346K 0.01% 690
2018
Q4 		$1.7M Buy
35,305
+7,762
+28% +$370K 0.01% 594
2018
Q3 		$1.31M Buy
27,543
+464
+2% +$22.2K 0.01% 704
2018
Q2 		$1.3M Buy
27,079
+1,062
+4% +$50.7K 0.01% 701
2018
Q1 		$1.24M Sell
26,017
-3,146
-11% -$151K 0.01% 718
2017
Q4 		$1.4M Buy
29,163
+6,006
+26% +$290K 0.01% 704
2017
Q3 		$1.13M Buy
23,157
+1,614
+7% +$78.7K 0.01% 749
2017
Q2 		$1.04M Buy
21,543
+610
+3% +$29.7K 0.01% 752
2017
Q1 		$1.01M Sell
20,933
-5,179
-20% -$250K 0.01% 739
2016
Q4 		$1.25M Sell
26,112
-16,115
-38% -$778K 0.01% 684
2016
Q3 		$2.06M Buy
42,227
+6,833
+19% +$335K 0.02% 579
2016
Q2 		$1.73M Buy
35,394
+521
+1% +$25.5K 0.02% 588
2016
Q1 		$1.7M Sell
34,873
-13,003
-27% -$636K 0.02% 572
2015
Q4 		$2.33M Sell
47,876
-3,624
-7% -$177K 0.03% 519
2015
Q3 		$2.51M Buy
51,500
+11,914
+30% +$579K 0.03% 484
2015
Q2 		$1.92M Sell
39,586
-1,606
-4% -$77.8K 0.02% 577
2015
Q1 		$2M Sell
41,192
-9,128
-18% -$445K 0.02% 554
2014
Q4 		$2.44M Sell
50,320
-3,822
-7% -$186K 0.04% 418
2014
Q3 		$2.64M Sell
54,142
-1,847
-3% -$90K 0.05% 371
2014
Q2 		$2.72M Sell
55,989
-2,824
-5% -$137K 0.05% 344
2014
Q1 		$2.85M Buy
58,813
+51,694
+726% +$2.52M 0.06% 300
2013
Q4 		$346K Sell
7,119
-55,908
-89% -$2.71M 0.01% 504
2013
Q3 		$3.05M Sell
63,027
-3,884
-6% -$187K 0.1% 196
2013
Q2 		$3.2M Buy
+66,911
New +$3.25M 0.09% 249

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

United Capital Financial Advisors's SHM Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 22% in Q1 2026, selling an estimated $19.2M and leaving 1,419,516 shares worth $67.9M. The position accounts for 0.42% of the portfolio, ranked #43.

United Capital Financial Advisors first reported a position in SHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $217M in Q2 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • United Capital Financial Advisors held 1,419,516 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $67.9M as of Q1 2026.
  • United Capital Financial Advisors sold 398,330 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $19.2M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.42% of United Capital Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $217M in Q2 2023.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.