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

Waverly 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	$8.56M	Buy	178,906 +151,617	+556%	+$7.31M	0.06%	290
2025 Q4	$1.31M	Sell	27,289 -1,732	-6%	-$83.1K	0.01%	688
2025 Q3	$1.4M	Sell	29,021 -1,097	-4%	-$52.8K	0.01%	567
2025 Q2	$1.44M	Sell	30,118 -4,245	-12%	-$201K	0.02%	552
2025 Q1	$1.64M	Sell	34,363 -1,154	-3%	-$55K	0.02%	519
2024 Q4	$1.68M	Sell	35,517 -489	-1%	-$23.3K	0.03%	418
2024 Q3	$1.73M	Sell	36,006 -999	-3%	-$47.7K	0.03%	356
2024 Q2	$1.75M	Sell	37,005 -1,503	-4%	-$70.9K	0.03%	339
2024 Q1	$1.83M	Buy	+38,508	New	+$1.83M	0.04%	267

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Waverly Advisors's SHM Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 556% in Q1 2026, buying an estimated $7.31M and bringing the position to 178,906 shares worth $8.56M. The position accounts for 0.06% of the portfolio, ranked #290.

Waverly Advisors first reported a position in SHM in Q1 2024 and has held it in 9 quarters since. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Waverly Advisors held 178,906 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $8.56M as of Q1 2026.
Waverly Advisors bought 151,617 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $7.31M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #290 holding.
Waverly Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

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