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

WhitTier Trust Company’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 		$10.2K Hold
213
– – ﹤0.01% 1063
2026
Q1 		$10.2K Sell
213
-112
-34% -$5.4K ﹤0.01% 1040
2025
Q4 		$15.6K Hold
325
– – ﹤0.01% 957
2025
Q3 		$15.6K Hold
325
– – ﹤0.01% 948
2025
Q2 		$15.5K Hold
325
– – ﹤0.01% 1056
2025
Q1 		$15.5K Hold
325
– – ﹤0.01% 1033
2024
Q4 		$15.4K Hold
325
– – ﹤0.01% 991
2024
Q3 		$15.6K Hold
325
– – ﹤0.01% 980
2024
Q2 		$15.3K Hold
325
– – ﹤0.01% 938
2024
Q1 		$15.4K Hold
325
– – ﹤0.01% 896
2023
Q4 		$15.5K Sell
325
-188
-37% -$8.82K ﹤0.01% 894
2023
Q3 		$23.7K Hold
513
– – ﹤0.01% 790
2023
Q2 		$24.1K Hold
513
– – ﹤0.01% 821
2023
Q1 		$24.4K Hold
513
– – ﹤0.01% 811
2022
Q4 		$24.1K Sell
513
-3,385
-87% -$158K ﹤0.01% 809
2022
Q3 		$180K Hold
3,898
– – 0.01% 478
2022
Q2 		$184K Sell
3,898
-224
-5% -$10.5K 0.01% 474
2022
Q1 		$195K Hold
4,122
– – 0.01% 466
2021
Q4 		$203K Hold
4,122
– – 0.01% 468
2021
Q3 		$204K Hold
4,122
– – 0.01% 457
2021
Q2 		$204K Hold
4,122
– – 0.01% 456
2021
Q1 		$204K Sell
4,122
-153
-4% -$7.6K 0.01% 444
2020
Q4 		$213K Hold
4,275
– – 0.01% 424
2020
Q3 		$213K Hold
4,275
– – 0.01% 413
2020
Q2 		$213K Sell
4,275
-647
-13% -$32K 0.01% 395
2020
Q1 		$241K Sell
4,922
-597
-11% -$29.2K 0.02% 369
2019
Q4 		$271K Buy
5,519
+597
+12% +$29.3K 0.02% 374
2019
Q3 		$241K Sell
4,922
-225
-4% -$11K 0.02% 382
2019
Q2 		$252K Hold
5,147
– – 0.02% 371
2019
Q1 		$249K Hold
5,147
– – 0.02% 367
2018
Q4 		$247K Sell
5,147
-7,197
-58% -$343K 0.02% 355
2018
Q3 		$589K Sell
12,344
-940
-7% -$45.1K 0.04% 253
2018
Q2 		$637K Sell
13,284
-75
-0.6% -$3.58K 0.05% 237
2018
Q1 		$639K Hold
13,359
– – 0.05% 236
2017
Q4 		$640K Hold
13,359
– – 0.05% 231
2017
Q3 		$649K Sell
13,359
-1,162
-8% -$56.7K 0.06% 229
2017
Q2 		$704K Sell
14,521
-554
-4% -$26.9K 0.07% 221
2017
Q1 		$730K Buy
15,075
+515
+4% +$24.9K 0.07% 217
2016
Q4 		$698K Sell
14,560
-515
-3% -$24.9K 0.07% 203
2016
Q3 		$736K Sell
15,075
-1,851
-11% -$90.8K 0.08% 199
2016
Q2 		$831K Sell
16,926
-1,533
-8% -$75K 0.09% 192
2016
Q1 		$901K Sell
18,459
-1,760
-9% -$86.1K 0.11% 183
2015
Q4 		$985K Buy
20,219
+47
+0.2% +$2.29K 0.12% 177
2015
Q3 		$983K Sell
20,172
-3,400
-14% -$165K 0.12% 174
2015
Q2 		$1.14M Buy
23,572
+4,638
+24% +$225K 0.13% 165
2015
Q1 		$921K Sell
18,934
-149
-0.8% -$7.26K 0.1% 197
2014
Q4 		$927K Sell
19,083
-12,568
-40% -$612K 0.1% 195
2014
Q3 		$1.54M Sell
31,651
-1,147
-3% -$55.9K 0.18% 121
2014
Q2 		$1.59M Buy
32,798
+14,285
+77% +$694K 0.18% 123
2014
Q1 		$898K Buy
18,513
+2,988
+19% +$145K 0.11% 183
2013
Q4 		$754K Buy
15,525
+880
+6% +$42.7K 0.09% 190
2013
Q3 		$709K Hold
14,645
– – 0.1% 186
2013
Q2 		$700K Buy
+14,645
New +$711K 0.1% 176

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

WhitTier Trust Company's SHM Position: Q2 2026 in Review

WhitTier Trust Company held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 213 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

WhitTier Trust Company first reported a position in SHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.59M in Q2 2014. 174 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • WhitTier Trust Company held 213 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $10.2K as of Q2 2026.
  • WhitTier Trust Company left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1063 holding.
  • WhitTier Trust Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.59M in Q2 2014.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.