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

Cetera Advisors’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 		$1.44M Buy
30,368
+17,529
+137% +$835K 0.01% 980
2023
Q4 		$614K Buy
12,839
+696
+6% +$32.7K 0.01% 1014
2023
Q3 		$561K Sell
12,143
-481
-4% -$22.5K 0.01% 993
2023
Q2 		$594K Buy
12,624
+1,314
+12% +$61.9K 0.01% 960
2023
Q1 		$538K Sell
11,310
-545
-5% -$25.7K 0.01% 979
2022
Q4 		$557K Buy
+11,855
New +$552K 0.01% 921
2022
Q2 		– Sell
-7,453
Closed -$353K – 1463
2022
Q1 		$353K Sell
7,453
-7,649
-51% -$369K 0.01% 1032
2021
Q4 		$743K Sell
15,102
-812
-5% -$40K 0.02% 716
2021
Q3 		$786K Buy
15,914
+1,995
+14% +$98.9K 0.02% 695
2021
Q2 		$690K Buy
13,919
+2,143
+18% +$106K 0.02% 684
2021
Q1 		$584K Buy
+11,776
New +$585K 0.02% 679
2019
Q2 		– Sell
-2,259
Closed -$110K – 1228
2019
Q1 		$110K Buy
+2,259
New +$109K 0.01% 880
2018
Q4 		– Sell
-6,396
Closed -$304K – 951
2018
Q3 		$304K Buy
6,396
+1,100
+21% +$52.7K 0.01% 717
2018
Q2 		$254K Sell
5,296
-318
-6% -$15.2K 0.01% 729
2018
Q1 		$268K Buy
+5,614
New +$269K 0.02% 648
2017
Q3 		– Sell
-5,350
Closed -$259K – 865
2017
Q2 		$259K Buy
+5,350
New +$260K 0.02% 651
2015
Q3 		– Sell
-6,635
Closed -$322K – 739
2015
Q2 		$322K Buy
6,635
+1,259
+23% +$61K 0.03% 495
2015
Q1 		$263K Buy
+5,376
New +$262K 0.02% 541

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 $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisors's SHM Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 137% in Q1 2024, buying an estimated $835K and bringing the position to 30,368 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #980.

Cetera Advisors first reported a position in SHM in Q1 2015 and has held it in 18 quarters since. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

  • Cetera Advisors held 30,368 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.44M as of Q1 2024.
  • Cetera Advisors bought 17,529 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $835K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #980 holding.
  • Cetera Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and has held it in 18 quarters since.
  • 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.