BFEC
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Benjamin F. Edwards & Company’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$4.38M Buy
92,902
+16,159
+21% +$762K 0.08% 238
2024
Q1 		$3.64M Buy
76,743
+51,598
+205% +$2.46M 0.07% 257
2023
Q4 		$1.2M Buy
25,145
+15,177
+152% +$712K 0.02% 449
2023
Q3 		$461K Sell
9,968
-21
-0.2% -$983 0.02% 541
2023
Q2 		$470K Buy
9,989
+746
+8% +$35.1K 0.02% 528
2023
Q1 		$440K Sell
9,243
-70,870
-88% -$3.35M 0.02% 517
2022
Q4 		$3.76M Buy
80,113
+78,363
+4,478% +$3.65M 0.17% 129
2022
Q3 		$81K Hold
1,750
– – ﹤0.01% 927
2022
Q2 		$83K Buy
+1,750
New +$82.2K ﹤0.01% 921
2021
Q1 		– Sell
-1,168
Closed -$58K – 1730
2020
Q4 		$58K Sell
1,168
-1,752
-60% -$87.2K ﹤0.01% 935
2020
Q3 		$146K Buy
+2,920
New +$146K 0.01% 667
2020
Q1 		– Sell
-2,550
Closed -$125K – 1866
2019
Q4 		$125K Buy
2,550
+13
+0.5% +$637 0.01% 727
2019
Q3 		$124K Buy
2,537
+8
+0.3% +$393 0.01% 686
2019
Q2 		$124K Buy
2,529
+9
+0.4% +$438 0.01% 646
2019
Q1 		$122K Buy
2,520
+6
+0.2% +$290 0.01% 627
2018
Q4 		$121K Buy
2,514
+11
+0.4% +$525 0.01% 610
2018
Q3 		$119K Buy
+2,503
New +$120K 0.01% 627
2018
Q2 		– Sell
-1,528
Closed -$73K – 1650
2018
Q1 		$73K Sell
1,528
-8,350
-85% -$400K 0.01% 756
2017
Q4 		$473K Buy
9,878
+388
+4% +$18.7K 0.05% 324
2017
Q3 		$461K Buy
9,490
+6,363
+203% +$310K 0.06% 293
2017
Q2 		$152K Buy
3,127
+910
+41% +$44.2K 0.02% 488
2017
Q1 		$107K Buy
2,217
+7
+0.3% +$338 0.02% 544
2016
Q4 		$106K Buy
2,210
+5
+0.2% +$241 0.02% 489
2016
Q3 		$108K Buy
2,205
+705
+47% +$34.6K 0.02% 426
2016
Q2 		$74K Hold
1,500
– – 0.01% 459
2016
Q1 		$73K Hold
1,500
– – 0.02% 440
2015
Q4 		$73K Hold
1,500
– – 0.02% 456
2015
Q3 		$73K Buy
+1,500
New +$72.9K 0.02% 460
2015
Q2 		– Sell
-3,219
Closed -$157K – 1195
2015
Q1 		$157K Sell
3,219
-16,642
-84% -$811K 0.03% 369
2014
Q4 		$965K Sell
19,861
-2,553
-11% -$124K 0.22% 103
2014
Q3 		$1.09M Buy
22,414
+3,357
+18% +$164K 0.27% 85
2014
Q2 		$927K Buy
19,057
+1,926
+11% +$93.6K 0.24% 105
2014
Q1 		$831K Buy
17,131
+4,279
+33% +$208K 0.23% 112
2013
Q4 		$624K Buy
12,852
+6,540
+104% +$317K 0.21% 124
2013
Q3 		$306K Buy
6,312
+1,176
+23% +$56.6K 0.11% 174
2013
Q2 		$246K Buy
+5,136
New +$249K 0.1% 186

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Benjamin F. Edwards & Company's SHM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 21% in Q2 2024, buying an estimated $762K and bringing the position to 92,902 shares worth $4.38M. The position accounts for 0.08% of the portfolio, ranked #238.

Benjamin F. Edwards & Company first reported a position in SHM in Q2 2013 and has held it in 36 quarters since. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

  • Benjamin F. Edwards & Company held 92,902 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.38M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 16,159 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $762K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #238 holding.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 36 quarters since.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.