F.L. Putnam Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

F.L. Putnam Investment 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
2022 Q4	–	Sell	-5,287	Closed	-$244K	–	414
2022 Q3	$244K	Hold	5,287	–	–	0.01%	360
2022 Q2	$250K	Sell	5,287 -500	-9%	-$23.5K	0.01%	360
2022 Q1	$274K	Buy	5,787 +575	+11%	+$27.7K	0.01%	356
2021 Q4	$256K	Sell	5,212 -3,281	-39%	-$162K	0.01%	364
2021 Q3	$420K	Sell	8,493 -4,039	-32%	-$200K	0.01%	297
2021 Q2	$621K	Buy	+12,532	New	+$622K	0.02%	263

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

F.L. Putnam Investment Management's SHM Position: Q4 2022 in Review

F.L. Putnam Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 5,287 shares — an estimated $244K sold.

F.L. Putnam Investment Management first reported a position in SHM in Q2 2021 and held it in 6 quarters. The position peaked at $621K in Q2 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

F.L. Putnam Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
F.L. Putnam Investment Management sold 5,287 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $244K.
F.L. Putnam Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and held it in 6 quarters.
F.L. Putnam Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $621K in Q2 2021.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.