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

WPG Advisers’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	$12.6K	Hold	262	–	–	0.01%	695
2026 Q1	$12.5K	Hold	262	–	–	0.01%	607
2025 Q4	$12.6K	Hold	262	–	–	0.01%	638
2025 Q3	$12.6K	Hold	262	–	–	0.01%	629
2025 Q2	$12.5K	Sell	262 -110	-30%	-$5.22K	0.01%	604
2025 Q1	$17.7K	Hold	372	–	–	0.02%	498
2024 Q4	$17.6K	Buy	+372	New	+$17.8K	0.02%	486

Other funds holding SHM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

WPG Advisers's SHM Position: Q2 2026 in Review

WPG Advisers held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 262 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #695.

WPG Advisers first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.7K in Q1 2025. 252 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

WPG Advisers held 262 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $12.6K as of Q2 2026.
WPG Advisers 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 WPG Advisers's portfolio in Q2 2026, its #695 holding.
WPG Advisers first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $17.7K in Q1 2025.
252 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.