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Cetera Advisor Networks’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cetera Advisor Networks’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
Q1 		$4.26M Sell
89,887
-20,253
-18% -$965K 0.02% 691
2023
Q4 		$5.26M Buy
110,140
+11,191
+11% +$525K 0.03% 554
2023
Q3 		$4.57M Buy
98,949
+15,698
+19% +$735K 0.03% 548
2023
Q2 		$3.92M Sell
83,251
-37,171
-31% -$1.75M 0.03% 590
2023
Q1 		$5.73M Sell
120,422
-35,657
-23% -$1.68M 0.04% 427
2022
Q4 		$7.33M Buy
156,079
+115,151
+281% +$5.36M 0.06% 341
2022
Q3 		$1.89M Buy
40,928
+25,472
+165% +$1.2M 0.02% 617
2022
Q2 		$731K Buy
15,456
+9,324
+152% +$438K 0.01% 1049
2022
Q1 		$290K Buy
6,132
+550
+10% +$26.5K ﹤0.01% 1654
2021
Q4 		$275K Buy
5,582
+1,021
+22% +$50.3K ﹤0.01% 1666
2021
Q3 		$225K Sell
4,561
-3,859
-46% -$191K ﹤0.01% 1728
2021
Q2 		$417K Buy
8,420
+1,118
+15% +$55.5K 0.01% 1295
2021
Q1 		$362K Sell
7,302
-523
-7% -$26K 0.01% 1036
2020
Q4 		$390K Sell
7,825
-4,211
-35% -$210K 0.01% 910
2020
Q3 		$600K Buy
12,036
+40
+0.3% +$2K 0.02% 638
2020
Q2 		$598K Hold
11,996
– – 0.02% 625
2020
Q1 		$587K Buy
11,996
+5,372
+81% +$263K 0.02% 568
2019
Q4 		$325K Buy
6,624
+150
+2% +$7.36K 0.01% 918
2019
Q3 		$317K Buy
6,474
+158
+3% +$7.76K 0.01% 894
2019
Q2 		$309K Buy
6,316
+527
+9% +$25.6K 0.01% 896
2019
Q1 		$280K Buy
+5,789
New +$280K 0.01% 900
2018
Q4 		– Sell
-9,408
Closed -$448K – 1135
2018
Q3 		$448K Buy
9,408
+4,349
+86% +$208K 0.02% 675
2018
Q2 		$243K Sell
5,059
-4,893
-49% -$234K 0.01% 717
2018
Q1 		$475K Buy
9,952
+1,447
+17% +$69.4K 0.02% 518
2017
Q4 		$407K Hold
8,505
– – 0.02% 634
2017
Q3 		$414K Sell
8,505
-1,026
-11% -$50K 0.02% 576
2017
Q2 		$463K Hold
9,531
– – 0.02% 537
2017
Q1 		$463K Buy
9,531
+1,362
+17% +$65.7K 0.02% 532
2016
Q4 		$391K Sell
8,169
-700
-8% -$33.8K 0.02% 563
2016
Q3 		$433K Sell
8,869
-721
-8% -$35.4K 0.02% 626
2016
Q2 		$472K Buy
9,590
+205
+2% +$10K 0.03% 472
2016
Q1 		$457K Buy
9,385
+19
+0.2% +$929 0.03% 461
2015
Q4 		$457K Buy
9,366
+22
+0.2% +$1.07K 0.03% 463
2015
Q3 		$455K Sell
9,344
-680
-7% -$33.1K 0.03% 452
2015
Q2 		$487K Hold
10,024
– – 0.03% 460
2015
Q1 		$487K Buy
10,024
+2,201
+28% +$107K 0.03% 462
2014
Q4 		$380K Hold
7,823
– – 0.03% 526
2014
Q3 		$382K Buy
7,823
+131
+2% +$6.39K 0.03% 528
2014
Q2 		$374K Sell
7,692
-4,245
-36% -$206K 0.02% 549
2014
Q1 		$580K Buy
11,937
+149
+1% +$7.25K 0.04% 391
2013
Q4 		$573K Buy
+11,788
New +$572K 0.04% 377

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Advisor Networks's SHM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 18% in Q1 2024, selling an estimated $965K and leaving 89,887 shares worth $4.26M. The position accounts for 0.02% of the portfolio, ranked #691.

Cetera Advisor Networks first reported a position in SHM in Q4 2013 and has held it in 41 quarters since. The position peaked at $7.33M in Q4 2022. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

  • Cetera Advisor Networks held 89,887 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.26M as of Q1 2024.
  • Cetera Advisor Networks sold 20,253 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $965K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #691 holding.
  • Cetera Advisor Networks first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and has held it in 41 quarters since.
  • Cetera Advisor Networks's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.33M in Q4 2022.
  • 424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.