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Wealthspire Advisors (New York)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Wealthspire Advisors (New York)’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
Q2 		$511K Buy
10,653
+584
+6% +$27.9K ﹤0.01% 791
2026
Q1 		$482K Sell
10,069
-1,415
-12% -$68.2K ﹤0.01% 581
2025
Q4 		$551K Buy
11,484
+1,668
+17% +$80.1K ﹤0.01% 577
2025
Q3 		$473K Sell
9,816
-914
-9% -$44K ﹤0.01% 553
2025
Q2 		$513K Sell
10,730
-2,887
-21% -$137K ﹤0.01% 533
2025
Q1 		$648K Sell
13,617
-2,145
-14% -$102K ﹤0.01% 460
2024
Q4 		$747K Buy
15,762
+1,105
+8% +$52.7K 0.01% 422
2024
Q3 		$706K Buy
14,657
+2,464
+20% +$118K 0.01% 432
2024
Q2 		$575K Sell
12,193
-5,460
-31% -$257K 0.01% 404
2024
Q1 		$837K Sell
17,653
-509
-3% -$24.2K 0.01% 340
2023
Q4 		$868K Buy
18,162
+270
+2% +$12.7K 0.01% 333
2023
Q3 		$827K Sell
17,892
-195
-1% -$9.13K 0.01% 309
2023
Q2 		$851K Sell
18,087
-37
-0.2% -$1.74K 0.01% 279
2023
Q1 		$862K Sell
18,124
-6,003
-25% -$283K 0.01% 273
2022
Q4 		$1.13M Buy
24,127
+7,247
+43% +$337K 0.02% 240
2022
Q3 		$778K Sell
16,880
-58,371
-78% -$2.75M 0.02% 267
2022
Q2 		$3.56M Buy
75,251
+62,858
+507% +$2.95M 0.07% 107
2022
Q1 		$587K Buy
12,393
+203
+2% +$9.79K 0.01% 248
2021
Q4 		$600K Sell
12,190
-74,844
-86% -$3.69M 0.01% 295
2021
Q3 		$4.3M Buy
87,034
+76,822
+752% +$3.81M 0.09% 101
2021
Q2 		$506K Sell
10,212
-1,027
-9% -$50.9K 0.01% 226
2021
Q1 		$557K Buy
11,239
+1,029
+10% +$51.1K 0.01% 366
2020
Q4 		$508K Buy
10,210
+1,837
+22% +$91.5K 0.02% 305
2020
Q3 		$418K Buy
8,373
+11
+0.1% +$549 0.02% 195
2020
Q2 		$417K Sell
8,362
-12,563
-60% -$621K 0.03% 170
2020
Q1 		$1.02M Buy
20,925
+4,645
+29% +$227K 0.04% 196
2019
Q4 		$800K Buy
16,280
+184
+1% +$9.02K 0.06% 76
2019
Q3 		$789K Sell
16,096
-4,307
-21% -$211K 0.06% 59
2019
Q2 		$998K Sell
20,403
-2,355
-10% -$114K 0.09% 32
2019
Q1 		$1.1M Sell
22,758
-6,122
-21% -$296K 0.1% 24
2018
Q4 		$1.39M Buy
+28,880
New +$1.38M 0.13% 25

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s SHM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.8% in Q2 2026, buying an estimated $27.9K and bringing the position to 10,653 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Wealthspire Advisors (New York) first reported a position in SHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.3M in Q3 2021. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Wealthspire Advisors (New York) held 10,653 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $511K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 584 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $27.9K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #791 holding.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealthspire Advisors (New York)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.3M in Q3 2021.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.