HighTower Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
358,194
+299,043
| +506% | +$14.3M | 0.02% | 602 |
|
|
2025
Q1 | $2.82M | Sell |
59,151
-17,780
| -23% | -$846K | ﹤0.01% | 1338 |
|
|
2024
Q4 | $3.65M | Buy |
76,931
+4,407
| +6% | +$209K | 0.01% | 1195 |
|
|
2024
Q3 | $3.49M | Sell |
72,524
-2,310
| -3% | -$111K | 0.01% | 1199 |
|
|
2024
Q2 | $3.53M | Sell |
74,834
-10,340
| -12% | -$488K | 0.01% | 1151 |
|
|
2024
Q1 | $4.04M | Sell |
85,174
-20,281
| -19% | -$961K | 0.01% | 1054 |
|
|
2023
Q4 | $5.03M | Buy |
105,455
+14,881
| +16% | +$710K | 0.01% | 966 |
|
|
2023
Q3 | $4.19M | Buy |
90,574
+28,257
| +45% | +$1.31M | 0.01% | 1005 |
|
|
2023
Q2 | $2.93M | Sell |
62,317
-1,609
| -3% | -$75.7K | 0.01% | 1144 |
|
|
2023
Q1 | $3.04M | Sell |
63,926
-130,928
| -67% | -$6.22M | 0.01% | 1079 |
|
|
2022
Q4 | $9.14M | Sell |
194,854
-145,511
| -43% | -$6.83M | 0.02% | 642 |
|
|
2022
Q3 | $15.7M | Buy |
340,365
+73,439
| +28% | +$3.38M | 0.04% | 407 |
|
|
2022
Q2 | $12.6M | Buy |
266,926
+153,973
| +136% | +$7.27M | 0.03% | 492 |
|
|
2022
Q1 | $5.35M | Sell |
112,953
-36,379
| -24% | -$1.72M | 0.01% | 855 |
|
|
2021
Q4 | $7.34M | Buy |
149,332
+58,096
| +64% | +$2.86M | 0.02% | 722 |
|
|
2021
Q3 | $4.5M | Buy |
91,236
+8,887
| +11% | +$439K | 0.01% | 864 |
|
|
2021
Q2 | $4.08M | Sell |
82,349
-17,497
| -18% | -$867K | 0.01% | 886 |
|
|
2021
Q1 | $4.95M | Buy |
99,846
+16,584
| +20% | +$822K | 0.02% | 741 |
|
|
2020
Q4 | $4.14M | Sell |
83,262
-11,415
| -12% | -$567K | 0.02% | 645 |
|
|
2020
Q3 | $4.72M | Buy |
94,677
+44,326
| +88% | +$2.21M | 0.02% | 574 |
|
|
2020
Q2 | $2.51M | Buy |
50,351
+1,427
| +3% | +$71.1K | 0.01% | 724 |
|
|
2020
Q1 | $2.39M | Sell |
48,924
-46,081
| -49% | -$2.25M | 0.02% | 689 |
|
|
2019
Q4 | $4.66M | Buy |
95,005
+595
| +0.6% | +$29.2K | 0.03% | 570 |
|
|
2019
Q3 | $4.62M | Buy |
94,410
+8,821
| +10% | +$432K | 0.03% | 582 |
|
|
2019
Q2 | $4.19M | Sell |
85,589
-2,947
| -3% | -$144K | 0.02% | 624 |
|
|
2019
Q1 | $4.29M | Sell |
88,536
-28,599
| -24% | -$1.39M | 0.03% | 558 |
|
|
2018
Q4 | $5.63M | Buy |
117,135
+95,171
| +433% | +$4.57M | 0.04% | 427 |
|
|
2018
Q3 | $1.05M | Buy |
21,964
+640
| +3% | +$30.5K | 0.01% | 1106 |
|
|
2018
Q2 | $1.02M | Sell |
21,324
-1,818
| -8% | -$87.1K | 0.01% | 1111 |
|
|
2018
Q1 | $1.11M | Sell |
23,142
-380
| -2% | -$18.2K | 0.01% | 1027 |
|
|
2017
Q4 | $1.13M | Sell |
23,522
-42
| -0.2% | -$2.01K | 0.01% | 1048 |
|
|
2017
Q3 | $1.14M | Buy |
23,564
+50
| +0.2% | +$2.43K | 0.01% | 1028 |
|
|
2017
Q2 | $1.14M | Buy |
+23,514
| New | +$1.14M | 0.01% | 996 |
|
|
2016
Q4 | – | Sell |
-5,102
| Closed | -$247K | – | 1962 |
|
|
2016
Q3 | $247K | Sell |
5,102
-297
| -6% | -$14.4K | ﹤0.01% | 1544 |
|
|
2016
Q2 | $264K | Buy |
5,399
+477
| +10% | +$23.3K | ﹤0.01% | 1372 |
|
|
2016
Q1 | $241K | Sell |
4,922
-21,799
| -82% | -$1.07M | ﹤0.01% | 1650 |
|
|
2015
Q4 | $1.3M | Sell |
26,721
-3,930
| -13% | -$191K | 0.02% | 826 |
|
|
2015
Q3 | $1.49M | Sell |
30,651
-5,694
| -16% | -$278K | 0.02% | 715 |
|
|
2015
Q2 | $1.77M | Buy |
36,345
+18,513
| +104% | +$899K | 0.03% | 581 |
|
|
2015
Q1 | $867K | Sell |
17,832
-26,031
| -59% | -$1.27M | 0.01% | 854 |
|
|
2014
Q4 | $2.13M | Sell |
43,863
-1,300
| -3% | -$63.2K | 0.03% | 562 |
|
|
2014
Q3 | $2.19M | Buy |
45,163
+1,038
| +2% | +$50.2K | 0.04% | 523 |
|
|
2014
Q2 | $2.15M | Sell |
44,125
-107,401
| -71% | -$5.23M | 0.04% | 545 |
|
|
2014
Q1 | $7.35M | Buy |
151,526
+4,842
| +3% | +$235K | 0.14% | 163 |
|
|
2013
Q4 | $7.13M | Sell |
146,684
-2,090
| -1% | -$102K | 0.15% | 166 |
|
|
2013
Q3 | $7.21M | Buy |
148,774
+38,503
| +35% | +$1.87M | 0.18% | 137 |
|
|
2013
Q2 | $5.27M | Buy |
+110,271
| New | +$5.27M | 0.14% | 168 |
|