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SHMSHM
10 quarters

Position history for WAWaverly Advisors, LLC's holdings in SS SPDR N ICE ST MUNI ETF

Waverly Advisors, LLC holds 197,418 shares of SHM (SS SPDR N ICE ST MUNI ETF), worth $9.5M as of 2026-Q2. The position was increased (+10.3% shares). SHM represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$9.5M

Current Shares

197,418

Total Value Change

+$7.6M

Total Shares Change

+158,910

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
197,418
+10.3%
$9.5M0.1%$47.76
31
2026-Q1
Increased
178,906
+555.6%
$8.6M0.1%$47.30
44
2025-Q4
Decreased
27,289
-6.0%
$1.3M0.0%$47.25
0
2025-Q3
Decreased
29,021
-3.6%
$1.4M0.0%$47.05
0
2025-Q2
Decreased
30,118
-12.3%
$1.4M0.0%$46.37
0
2025-Q1
Decreased
34,363
-3.3%
$1.6M0.0%$45.85
0
2024-Q4
Decreased
35,517
-1.4%
$1.7M0.0%$45.45
0
2024-Q3
Decreased
36,006
-2.7%
$1.7M0.0%$45.81
0
2024-Q2
Decreased
37,005
-3.9%
$1.7M0.0%$44.66
0
2024-Q1
New
38,508
-
$1.8M0.0%$44.70
36

Other major holders of SHM: BANK OF AMERICA CORP /DE/

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