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

Clear Point 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 Q4	–	Sell	-522	Closed	-$25.1K	–	460
2024 Q3	$25.1K	Buy	522 +2	+0.4%	+$95	0.02%	267
2024 Q2	$24.5K	Buy	520 +3	+0.6%	+$141	0.02%	254
2024 Q1	$24.5K	Buy	517 +1	+0.2%	+$48	0.02%	264
2023 Q4	$24.7K	Buy	+516	New	+$24.2K	0.02%	249

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Clear Point Advisors's SHM Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 522 shares — an estimated $25.1K sold.

Clear Point Advisors first reported a position in SHM in Q4 2023 and held it in 4 quarters. The position peaked at $25.1K in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Clear Point Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 522 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $25.1K.
Clear Point Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $25.1K in Q3 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.