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Haverford Trust Company’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Haverford Trust Company’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
-15,519
Closed -$747K – 403
2024
Q3 		$747K Hold
15,519
– – 0.01% 259
2024
Q2 		$732K Buy
15,519
+61
+0.4% +$2.88K 0.01% 253
2024
Q1 		$733K Sell
15,458
-61
-0.4% -$2.9K 0.01% 248
2023
Q4 		$742K Buy
+15,519
New +$728K 0.01% 241

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UCFA
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CCWA
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Haverford Trust Company's SHM Position: Q4 2024 in Review

Haverford Trust Company sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 15,519 shares — an estimated $747K sold.

Haverford Trust Company first reported a position in SHM in Q4 2023 and held it in 4 quarters. The position peaked at $747K in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

  • Haverford Trust Company reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Haverford Trust Company sold 15,519 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $747K.
  • Haverford Trust Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Haverford Trust Company's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $747K 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 Haverford Trust Company's 13F filing for Q4 2024, filed 11 Feb 2025.