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

Aspire Private Capital’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
2024 Q4	–	Sell	-42	Closed	-$2.02K	–	543
2024 Q3	$2.02K	Sell	42 -104	-71%	-$4.96K	﹤0.01%	547
2024 Q2	$6.87K	Buy	146 +1	+0.7%	+$47	﹤0.01%	428
2024 Q1	$6.88K	Buy	145 +1	+0.7%	+$48	﹤0.01%	442
2023 Q4	$6.91K	Buy	144 +1	+0.7%	+$47	﹤0.01%	436
2023 Q3	$6.65K	Sell	143 -1	-0.7%	-$47	﹤0.01%	447
2023 Q2	$6.75K	Buy	144 +1	+0.7%	+$47	﹤0.01%	418
2023 Q1	$6.81K	Hold	143	–	–	﹤0.01%	408
2022 Q4	$6.72K	Hold	143	–	–	﹤0.01%	401
2022 Q3	$7K	Buy	143 +1	+0.7%	+$47	﹤0.01%	389
2022 Q2	$7K	Hold	142	–	–	﹤0.01%	374
2022 Q1	$7K	Hold	142	–	–	﹤0.01%	370
2021 Q4	$7K	Hold	142	–	–	﹤0.01%	380
2021 Q3	$7K	Buy	142 +1	+0.7%	+$50	﹤0.01%	346
2021 Q2	$7K	Hold	141	–	–	﹤0.01%	355
2021 Q1	$7K	Buy	+141	New	+$7K	﹤0.01%	359

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Aspire Private Capital's SHM Position: Q4 2024 in Review

Aspire Private Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 42 shares — an estimated $2.02K sold.

Aspire Private Capital first reported a position in SHM in Q1 2021 and held it in 15 quarters. The position peaked at $7K in Q3 2022. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Aspire Private Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 42 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $2.02K.
Aspire Private Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and held it in 15 quarters.
Aspire Private Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7K in Q3 2022.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.