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American Portfolios Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$891K Sell
19,324
-3,295
-15% -$155K 0.04% 464
2022
Q2 		$1.07M Buy
22,619
+6,777
+43% +$318K 0.04% 411
2022
Q1 		$750K Buy
15,842
+552
+4% +$26.6K 0.03% 578
2021
Q4 		$752K Sell
15,290
-8,702
-36% -$429K 0.03% 578
2021
Q3 		$1.19M Buy
23,992
+7,353
+44% +$365K 0.04% 397
2021
Q2 		$825K Sell
16,639
-345
-2% -$17.1K 0.03% 522
2021
Q1 		$842K Sell
16,984
-15,645
-48% -$777K 0.04% 466
2020
Q4 		$1.62M Buy
32,629
+15,403
+89% +$767K 0.08% 234
2020
Q3 		$859K Sell
17,226
-8,973
-34% -$448K 0.05% 325
2020
Q2 		$1.31M Sell
26,199
-4,716
-15% -$233K 0.09% 222
2020
Q1 		$1.51M Buy
30,915
+7,828
+34% +$383K 0.13% 158
2019
Q4 		$1.13M Buy
23,087
+6,601
+40% +$324K 0.08% 243
2019
Q3 		$808K Buy
16,486
+4,997
+43% +$245K 0.07% 286
2019
Q2 		$562K Sell
11,489
-459
-4% -$22.3K 0.05% 357
2019
Q1 		$579K Buy
11,948
+714
+6% +$34.5K 0.05% 333
2018
Q4 		$540K Buy
11,234
+3,170
+39% +$151K 0.07% 265
2018
Q3 		$385K Sell
8,064
-1,431
-15% -$68.6K 0.04% 387
2018
Q2 		$456K Buy
9,495
+1,420
+18% +$67.8K 0.06% 302
2018
Q1 		$386K Buy
8,075
+4,147
+106% +$199K 0.06% 326
2017
Q4 		$188K Buy
+3,928
New +$190K 0.03% 516

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

American Portfolios Advisors's SHM Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q3 2022, selling an estimated $155K and leaving 19,324 shares worth $891K. The position accounts for 0.04% of the portfolio, ranked #464.

American Portfolios Advisors first reported a position in SHM in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.62M in Q4 2020. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

  • American Portfolios Advisors held 19,324 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $891K as of Q3 2022.
  • American Portfolios Advisors sold 3,295 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $155K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #464 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.62M in Q4 2020.
  • 444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.