Winthrop Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Winthrop Capital Management’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	$16K	Hold	336	–	–	﹤0.01%	224
2025 Q4	$16K	Hold	336	–	–	﹤0.01%	224
2025 Q3	$16K	Hold	336	–	–	﹤0.01%	207
2025 Q2	$16K	Hold	336	–	–	﹤0.01%	217
2025 Q1	$16K	Hold	336	–	–	﹤0.01%	197
2024 Q4	$16K	Hold	336	–	–	﹤0.01%	210
2024 Q3	$16K	Hold	336	–	–	0.01%	111
2024 Q2	$16K	Sell	336 -531	-61%	-$25K	0.01%	102
2024 Q1	$41K	Hold	867	–	–	0.02%	89
2023 Q4	$41.4K	Buy	+867	New	+$40.7K	0.01%	168

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 $424B AUM 22.94% 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

Winthrop Capital Management's SHM Position: Q1 2026 in Review

Winthrop Capital Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 336 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Winthrop Capital Management first reported a position in SHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $41.4K in Q4 2023. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Winthrop Capital Management held 336 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $16K as of Q1 2026.
Winthrop Capital Management 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 ﹤0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #224 holding.
Winthrop Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $41.4K in Q4 2023.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.