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

XML Financial’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 		$376K Hold
7,840
– – 0.03% 328
2026
Q1 		$375K Hold
7,840
– – 0.03% 299
2025
Q4 		$376K Sell
7,840
-626
-7% -$30K 0.03% 302
2025
Q3 		$408K Hold
8,466
– – 0.03% 275
2025
Q2 		$405K Hold
8,466
– – 0.04% 265
2025
Q1 		$403K Hold
8,466
– – 0.04% 253
2024
Q4 		$401K Hold
8,466
– – 0.04% 256
2024
Q3 		$408K Hold
8,466
– – 0.04% 254
2024
Q2 		$400K Sell
8,466
-637
-7% -$30K 0.04% 243
2024
Q1 		$432K Sell
9,103
-211
-2% -$10.1K 0.04% 235
2023
Q4 		$445K Buy
+9,314
New +$437K 0.05% 224
2023
Q3 		– Sell
-6,699
Closed -$315K – 337
2023
Q2 		$315K Hold
6,699
– – 0.04% 266
2023
Q1 		$319K Hold
6,699
– – 0.04% 260
2022
Q4 		$315K Buy
+6,699
New +$312K 0.04% 252
2021
Q4 		– Sell
-93,247
Closed -$4.61M – 328
2021
Q3 		$4.61M Buy
93,247
+1,953
+2% +$96.8K 0.61% 51
2021
Q2 		$4.53M Sell
91,294
-2,468
-3% -$122K 1% 26
2021
Q1 		$4.65M Sell
93,762
-3,007
-3% -$149K 1.13% 22
2020
Q4 		$4.82M Buy
96,769
+5,113
+6% +$255K 1.25% 22
2020
Q3 		$4.57M Buy
91,656
+6,785
+8% +$339K 1.43% 21
2020
Q2 		$4.23M Buy
84,871
+8,026
+10% +$397K 1.47% 20
2020
Q1 		$3.76M Buy
+76,845
New +$3.76M 1.62% 20

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 22.96% 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

XML Financial's SHM Position: Q2 2026 in Review

XML Financial held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 7,840 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #328.

XML Financial first reported a position in SHM in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.82M in Q4 2020. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • XML Financial held 7,840 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $376K as of Q2 2026.
  • XML Financial 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 0.03% of XML Financial's portfolio in Q2 2026, its #328 holding.
  • XML Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • XML Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.82M in Q4 2020.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.