Antonetti Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Antonetti Capital Management’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
2023 Q3	$599K	Sell	12,950 -300	-2%	-$14.1K	0.94%	18
2023 Q2	$623K	Hold	13,250	–	–	0.9%	17
2023 Q1	$630K	Sell	13,250 -250	-2%	-$11.8K	0.91%	17
2022 Q4	$634K	Hold	13,500	–	–	0.87%	20
2022 Q3	$622K	Hold	13,500	–	–	0.72%	20
2022 Q2	$638K	Sell	13,500 -500	-4%	-$23.5K	0.67%	24
2022 Q1	$663K	Sell	14,000 -200	-1%	-$9.64K	0.62%	25
2021 Q4	$698K	Buy	+14,200	New	+$700K	0.55%	29
2014 Q3	$404K	Sell	8,287 -10,312	-55%	-$503K	0.71%	30
2014 Q2	$905K	Sell	18,599 -2,825	-13%	-$137K	0.71%	35
2014 Q1	$1.04M	Buy	21,424 +1,875	+10%	+$91.3K	0.91%	31
2013 Q4	$950K	Buy	19,549 +2,200	+13%	+$107K	0.86%	29
2013 Q3	$840K	Sell	17,349 -2,000	-10%	-$96.3K	0.85%	28
2013 Q2	$925K	Buy	+19,349	New	+$939K	1.02%	25

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Antonetti Capital Management's SHM Position: Q3 2023 in Review

Antonetti Capital Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.3% in Q3 2023, selling an estimated $14.1K and leaving 12,950 shares worth $599K. The position accounts for 0.94% of the portfolio, ranked #18.

Antonetti Capital Management first reported a position in SHM in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2014. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Antonetti Capital Management held 12,950 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $599K as of Q3 2023.
Antonetti Capital Management sold 300 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $14.1K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.94% of Antonetti Capital Management's portfolio in Q3 2023, its #18 holding.
Antonetti Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 14 quarters since.
Antonetti Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.04M in Q1 2014.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.