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

FDx 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	–	Sell	-4,406	Closed	-$211K	–	590
2023 Q4	$211K	Buy	+4,406	New	+$207K	0.02%	640
2018 Q1	–	Sell	-4,571	Closed	-$219K	–	1251
2017 Q4	$219K	Buy	+4,571	New	+$221K	0.01%	1167
2017 Q3	–	Sell	-5,529	Closed	-$268K	–	1294
2017 Q2	$268K	Buy	+5,529	New	+$269K	0.01%	1025
2015 Q2	–	Sell	-5,350	Closed	-$261K	–	1025
2015 Q1	$261K	Sell	5,350 -643	-11%	-$31.3K	0.01%	1289
2014 Q4	$291K	Buy	5,993 +1,369	+30%	+$66.7K	0.02%	728
2014 Q3	$226K	Sell	4,624 -943	-17%	-$46K	0.01%	877
2014 Q2	$271K	Buy	5,567 +1,248	+29%	+$60.7K	0.02%	820
2014 Q1	$210K	Buy	+4,319	New	+$210K	0.02%	718

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FDx Advisors's SHM Position: Q1 2024 in Review

FDx Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 4,406 shares — an estimated $211K sold.

FDx Advisors first reported a position in SHM in Q1 2014 and held it in 8 quarters. The position peaked at $291K in Q4 2014. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

FDx Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 4,406 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $211K.
FDx Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2014 and held it in 8 quarters.
FDx Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $291K in Q4 2014.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.