HSBC Holdings
SHM icon

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

HSBC Holdings’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
Q3 		– Sell
-9,004
Closed -$425K – 3137
2024
Q2 		$425K Buy
+9,004
New +$425K ﹤0.01% 2068

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Goldman Sachs
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Wells Fargo
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Mercer Global Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HSBC Holdings's SHM Position: Q3 2024 in Review

HSBC Holdings sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 9,004 shares — an estimated $425K sold.

HSBC Holdings first reported a position in SHM in Q2 2024 and held it in 1 quarter. The position peaked at $425K in Q2 2024. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

  • HSBC Holdings reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • HSBC Holdings sold 9,004 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $425K.
  • HSBC Holdings first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • HSBC Holdings's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $425K in Q2 2024.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on HSBC Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.