Kelly Financial Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Kelly Financial Services’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	-164	Closed	-$7.74K	–	632
2024 Q2	$7.74K	Sell	164 -52	-24%	-$2.45K	﹤0.01%	444
2024 Q1	$10.2K	Sell	216 -240	-53%	-$11.4K	﹤0.01%	428
2023 Q4	$21.8K	Buy	+456	New	+$21.4K	0.01%	298
2022 Q4	–	Sell	-1,849	Closed	-$85.2K	–	703
2022 Q3	$85.2K	Sell	1,849 -6,727	-78%	-$317K	0.05%	120
2022 Q2	$405K	Buy	+8,576	New	+$403K	0.21%	55

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Kelly Financial Services's SHM Position: Q3 2024 in Review

Kelly Financial Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 164 shares — an estimated $7.74K sold.

Kelly Financial Services first reported a position in SHM in Q2 2022 and held it in 5 quarters. The position peaked at $405K in Q2 2022. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Kelly Financial Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 164 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $7.74K.
Kelly Financial Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 5 quarters.
Kelly Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $405K in Q2 2022.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.