Cary Street Partners Investment Advisory’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-1,410	Closed	-$65.2K	–	1616
2023 Q3	$65.2K	Sell	1,410 -172	-11%	-$8.05K	﹤0.01%	797
2023 Q2	$74.4K	Hold	1,582	–	–	﹤0.01%	719
2023 Q1	$75.2K	Buy	1,582 +735	+87%	+$34.7K	0.01%	654
2022 Q4	$39.8K	Buy	+847	New	+$39.4K	﹤0.01%	801
2020 Q4	–	Sell	-1,450	Closed	-$72K	–	774
2020 Q3	$72K	Buy	+1,450	New	+$72.4K	0.02%	427

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cary Street Partners Investment Advisory's SHM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 1,410 shares — an estimated $65.2K sold.

Cary Street Partners Investment Advisory first reported a position in SHM in Q3 2020 and held it in 5 quarters. The position peaked at $75.2K in Q1 2023. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,410 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $65.2K.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $75.2K in Q1 2023.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.