WIC
SHM icon

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

Whitegate Investment Counselors’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 		$480K Hold
10,030
– – 0.15% 46
2025
Q4 		$481K Sell
10,030
-3,000
-23% -$144K 0.15% 47
2025
Q3 		$628K Sell
13,030
-3,952
-23% -$190K 0.21% 45
2025
Q2 		$812K Sell
16,982
-6,445
-28% -$306K 0.28% 41
2025
Q1 		$1.12M Sell
23,427
-165
-0.7% -$7.86K 0.4% 35
2024
Q4 		$1.12M Sell
23,592
-400
-2% -$19.1K 0.38% 37
2024
Q3 		$1.15M Sell
23,992
-14,485
-38% -$691K 0.31% 38
2024
Q2 		$1.82M Hold
38,477
– – 0.52% 32
2024
Q1 		$1.83M Sell
38,477
-970
-2% -$46.2K 0.51% 31
2023
Q4 		$1.89M Sell
39,447
-31,495
-44% -$1.48M 0.57% 31
2023
Q3 		$3.28M Sell
70,942
-5,255
-7% -$246K 1.1% 26
2023
Q2 		$3.59M Sell
76,197
-23,140
-23% -$1.09M 1.18% 25
2023
Q1 		$4.72M Buy
99,337
+42,465
+75% +$2.01M 1.53% 20
2022
Q4 		$2.67M Buy
56,872
+8,752
+18% +$407K 0.91% 27
2022
Q3 		$2.22M Buy
48,120
+1,340
+3% +$63.2K 0.84% 29
2022
Q2 		$2.21M Sell
46,780
-13,800
-23% -$648K 0.81% 30
2022
Q1 		$2.87M Sell
60,580
-12,975
-18% -$625K 0.89% 27
2021
Q4 		$3.62M Sell
73,555
-45,135
-38% -$2.22M 1.06% 26
2021
Q3 		$5.86M Buy
118,690
+75
+0.1% +$3.72K 0.83% 38
2021
Q2 		$5.88M Buy
118,615
+59,460
+101% +$2.95M 0.83% 36
2021
Q1 		$2.93M Buy
59,155
+15,100
+34% +$750K 0.45% 61
2020
Q4 		$2.19M Sell
44,055
-12,375
-22% -$616K 0.36% 68
2020
Q3 		$2.81M Sell
56,430
-1,460
-3% -$72.9K 0.51% 56
2020
Q2 		$2.89M Sell
57,890
-40,400
-41% -$2M 0.58% 53
2020
Q1 		$4.81M Buy
98,290
+1,580
+2% +$77.3K 1.17% 29
2019
Q4 		$4.75M Sell
96,710
-5,320
-5% -$261K 0.86% 39
2019
Q3 		$5M Sell
102,030
-3,300
-3% -$162K 0.98% 33
2019
Q2 		$5.15M Sell
105,330
-3,125
-3% -$152K 1.04% 30
2019
Q1 		$5.26M Sell
108,455
-10,675
-9% -$516K 1.09% 30
2018
Q4 		$5.72M Sell
119,130
-18,860
-14% -$900K 1.32% 22
2018
Q3 		$6.58M Sell
137,990
-43,960
-24% -$2.11M 1.34% 21
2018
Q2 		$8.73M Sell
181,950
-2,555
-1% -$122K 1.78% 12
2018
Q1 		$8.82M Sell
184,505
-7,395
-4% -$355K 1.88% 11
2017
Q4 		$9.19M Buy
191,900
+10,765
+6% +$520K 1.92% 11
2017
Q3 		$8.8M Buy
181,135
+1,920
+1% +$93.6K 1.94% 10
2017
Q2 		$8.69M Buy
179,215
+19,540
+12% +$950K 1.96% 10
2017
Q1 		$7.74M Buy
159,675
+145,180
+1,002% +$7.01M 1.86% 11
2016
Q4 		$695K Buy
+14,495
New +$700K 0.19% 96

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Whitegate Investment Counselors's SHM Position: Q1 2026 in Review

Whitegate Investment Counselors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 10,030 shares worth $480K. The position accounts for 0.15% of the portfolio, ranked #46.

Whitegate Investment Counselors first reported a position in SHM in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.19M in Q4 2017. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Whitegate Investment Counselors held 10,030 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $480K as of Q1 2026.
  • Whitegate Investment Counselors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.15% of Whitegate Investment Counselors's portfolio in Q1 2026, its #46 holding.
  • Whitegate Investment Counselors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Whitegate Investment Counselors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9.19M in Q4 2017.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.