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

Ancora 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
2025 Q1	–	Sell	-47	Closed	-$2.23K	–	1874
2024 Q4	$2.23K	Buy	+47	New	+$2.24K	﹤0.01%	1556
2022 Q3	–	Sell	-4,562	Closed	-$216K	–	2152
2022 Q2	$216K	Sell	4,562 -1,605	-26%	-$75.4K	0.01%	739
2022 Q1	$292K	Hold	6,167	–	–	0.01%	697
2021 Q4	$303K	Hold	6,167	–	–	0.01%	684
2021 Q3	$305K	Hold	6,167	–	–	0.01%	676
2021 Q2	$306K	Sell	6,167 -2,500	-29%	-$124K	0.01%	664
2021 Q1	$430K	Sell	8,667 -401	-4%	-$19.9K	0.01%	552
2020 Q4	$451K	Buy	9,068 +2,006	+28%	+$99.9K	0.01%	483
2020 Q3	$352K	Hold	7,062	–	–	0.01%	502
2020 Q2	$352K	Hold	7,062	–	–	0.01%	493
2020 Q1	$345K	Sell	7,062 -12,500	-64%	-$611K	0.02%	528
2019 Q4	$961K	Hold	19,562	–	–	0.04%	369
2019 Q3	$958K	Hold	19,562	–	–	0.04%	333
2019 Q2	$957K	Buy	19,562 +7,062	+56%	+$343K	0.04%	303
2019 Q1	$606K	Hold	12,500	–	–	0.03%	387
2018 Q4	$601K	Hold	12,500	–	–	0.03%	382
2018 Q3	$596K	Hold	12,500	–	–	0.02%	447
2018 Q2	$600K	Hold	12,500	–	–	0.03%	441
2018 Q1	$598K	Sell	12,500 -2,573	-17%	-$123K	0.03%	431
2017 Q4	$722K	Sell	15,073 -2,219	-13%	-$107K	0.04%	360
2017 Q3	$840K	Buy	+17,292	New	+$843K	0.05%	357
2017 Q1	–	Sell	-2,292	Closed	-$110K	–	1005
2016 Q4	$110K	Sell	2,292 -2,708	-54%	-$131K	0.01%	647
2016 Q3	$244K	Hold	5,000	–	–	0.02%	445
2016 Q2	$245K	Hold	5,000	–	–	0.03%	426
2016 Q1	$244K	Hold	5,000	–	–	0.03%	414
2015 Q4	$244K	Hold	5,000	–	–	0.03%	424
2015 Q3	$244K	Buy	+5,000	New	+$243K	0.03%	415

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ancora Advisors's SHM Position: Q1 2025 in Review

Ancora Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 47 shares — an estimated $2.23K sold.

Ancora Advisors first reported a position in SHM in Q3 2015 and held it in 27 quarters. The position peaked at $961K in Q4 2019. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

Ancora Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Ancora Advisors sold 47 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $2.23K.
Ancora Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2015 and held it in 27 quarters.
Ancora Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $961K in Q4 2019.
408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.