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

Column Capital 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
2023 Q3	$118K	Hold	2,551	–	–	0.02%	199
2023 Q2	$120K	Hold	2,551	–	–	0.02%	195
2023 Q1	$121K	Hold	2,551	–	–	0.02%	197
2022 Q4	$120K	Buy	+2,551	New	+$119K	0.02%	182

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Column Capital Advisors's SHM Position: Q3 2023 in Review

Column Capital Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2023 at 2,551 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #199.

Column Capital Advisors first reported a position in SHM in Q4 2022 and has held it in 4 quarters since. The position peaked at $121K in Q1 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Column Capital Advisors held 2,551 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $118K as of Q3 2023.
Column Capital Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2023.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #199 holding.
Column Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 4 quarters since.
Column Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $121K in Q1 2023.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.