Atria Investments’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,377
| Closed | -$444K | – | 1988 |
|
|
2024
Q4 | $444K | Buy |
9,377
+398
| +4% | +$19K | 0.01% | 1382 |
|
|
2024
Q3 | $432K | Sell |
8,979
-927
| -9% | -$44.3K | 0.01% | 1403 |
|
|
2024
Q2 | $467K | Buy |
+9,906
| New | +$467K | 0.01% | 1340 |
|
|
2023
Q1 | – | Sell |
-63,409
| Closed | -$2.98M | – | 862 |
|
|
2022
Q4 | $2.98M | Buy |
63,409
+39
| +0.1% | +$1.81K | 0.06% | 380 |
|
|
2022
Q3 | $2.92M | Buy |
63,370
+4,092
| +7% | +$193K | 0.06% | 365 |
|
|
2022
Q2 | $2.8M | Buy |
+59,278
| New | +$2.78M | 0.06% | 396 |
|
|
2020
Q2 | – | Sell |
-14,961
| Closed | -$732K | – | 725 |
|
|
2020
Q1 | $732K | Sell |
14,961
-2,638
| -15% | -$129K | 0.06% | 280 |
|
|
2019
Q4 | $864K | Sell |
17,599
-457
| -3% | -$22.4K | 0.02% | 595 |
|
|
2019
Q3 | $885K | Buy |
18,056
+1,083
| +6% | +$53.2K | 0.03% | 451 |
|
|
2019
Q2 | $837K | Buy |
16,973
+49
| +0.3% | +$2.38K | 0.03% | 458 |
|
|
2019
Q1 | $820K | Sell |
16,924
-42,445
| -71% | -$2.05M | 0.03% | 408 |
|
|
2018
Q4 | $2.85M | Buy |
59,369
+31,886
| +116% | +$1.52M | 0.13% | 128 |
|
|
2018
Q3 | $1.31M | Sell |
27,483
-22,499
| -45% | -$1.08M | 0.05% | 331 |
|
|
2018
Q2 | $2.4M | Buy |
49,982
+19,251
| +63% | +$920K | 0.11% | 194 |
|
|
2018
Q1 | $1.47M | Buy |
30,731
+17,608
| +134% | +$844K | 0.07% | 260 |
|
|
2017
Q4 | $629K | Buy |
13,123
+95
| +0.7% | +$4.59K | 0.03% | 436 |
|
|
2017
Q3 | $633K | Buy |
13,028
+2
| +0% | +$98 | 0.03% | 413 |
|
|
2017
Q2 | $632K | Buy |
13,026
+1,007
| +8% | +$49K | 0.04% | 377 |
|
|
2017
Q1 | $582K | Sell |
12,019
-6,394
| -35% | -$309K | 0.04% | 363 |
|
|
2016
Q4 | $883K | Sell |
18,413
-14,744
| -44% | -$712K | 0.07% | 248 |
|
|
2016
Q3 | $1.62M | Buy |
33,157
+5,688
| +21% | +$279K | 0.15% | 127 |
|
|
2016
Q2 | $1.35M | Sell |
27,469
-1,094
| -4% | -$53.5K | 0.15% | 129 |
|
|
2016
Q1 | $1.39M | Buy |
28,563
+7,784
| +37% | +$381K | 0.16% | 100 |
|
|
2015
Q4 | $1.01M | Sell |
20,779
-441
| -2% | -$21.5K | 0.11% | 138 |
|
|
2015
Q3 | $1.03M | Buy |
21,220
+6,948
| +49% | +$338K | 0.14% | 108 |
|
|
2015
Q2 | $693K | Buy |
14,272
+631
| +5% | +$30.6K | 0.08% | 192 |
|
|
2015
Q1 | $663K | Sell |
13,641
-7,458
| -35% | -$363K | 0.08% | 199 |
|
|
2014
Q4 | $1.02M | Sell |
21,099
-17,665
| -46% | -$861K | 0.11% | 154 |
|
|
2014
Q3 | $1.89M | Sell |
38,764
-1,118
| -3% | -$54.5K | 0.19% | 96 |
|
|
2014
Q2 | $1.94M | Buy |
39,882
+5,519
| +16% | +$268K | 0.19% | 101 |
|
|
2014
Q1 | $1.67M | Buy |
34,363
+3,688
| +12% | +$180K | 0.17% | 111 |
|
|
2013
Q4 | $1.49M | Buy |
+30,675
| New | +$1.49M | 0.15% | 123 |
|
Other funds holding SHM
UCFA
CCWA
Atria Investments's SHM Position: Q1 2025 in Review
Atria Investments sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 9,377 shares — an estimated $444K sold.
Atria Investments first reported a position in SHM in Q4 2013 and held it in 32 quarters. The position peaked at $2.98M in Q4 2022. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.
- Atria Investments reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
- Atria Investments sold 9,377 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $444K.
- Atria Investments first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and held it in 32 quarters.
- Atria Investments's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.98M in Q4 2022.
- 408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.
Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.