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

Condor Capital Management’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
Q1 		– Sell
-110,304
Closed -$5.18M – 232
2022
Q4 		$5.18M Buy
+110,304
New +$5.13M 0.65% 35
2022
Q2 		– Sell
-162,427
Closed -$7.69M – 462
2022
Q1 		$7.69M Buy
162,427
+4,512
+3% +$218K 0.86% 25
2021
Q4 		$7.77M Buy
157,915
+5,915
+4% +$291K 0.83% 30
2021
Q3 		$7.51M Buy
152,000
+9,681
+7% +$480K 0.8% 29
2021
Q2 		$7.05M Buy
142,319
+4,185
+3% +$208K 0.78% 33
2021
Q1 		$6.85M Buy
138,134
+8,265
+6% +$411K 0.81% 34
2020
Q4 		$6.47M Buy
129,869
+11,656
+10% +$580K 0.82% 34
2020
Q3 		$5.89M Buy
118,213
+1,620
+1% +$80.9K 0.86% 32
2020
Q2 		$5.81M Sell
116,593
-25,051
-18% -$1.24M 0.9% 31
2020
Q1 		$6.93M Buy
141,644
+1,116
+0.8% +$54.6K 1.28% 19
2019
Q4 		$6.9M Sell
140,528
-1,425
-1% -$69.9K 1.01% 23
2019
Q3 		$6.95M Buy
141,953
+964
+0.7% +$47.3K 1.08% 21
2019
Q2 		$6.9M Buy
140,989
+998
+0.7% +$48.5K 1.07% 20
2019
Q1 		$6.79M Buy
139,991
+758
+0.5% +$36.6K 1.11% 22
2018
Q4 		$6.69M Buy
+139,233
New +$6.64M 1.22% 22

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Condor Capital Management's SHM Position: Q1 2023 in Review

Condor Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 110,304 shares — an estimated $5.18M sold.

Condor Capital Management first reported a position in SHM in Q4 2018 and held it in 15 quarters. The position peaked at $7.77M in Q4 2021. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

  • Condor Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Condor Capital Management sold 110,304 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $5.18M.
  • Condor Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 15 quarters.
  • Condor Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.77M in Q4 2021.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Condor Capital Management's 13F filing for Q1 2023, filed 10 May 2023.