Lake Street Private Wealth’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Lake Street Private Wealth’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
2022 Q4	–	Sell	-7,426	Closed	-$342K	–	297
2022 Q3	$342K	Sell	7,426 -1,340	-15%	-$63.2K	0.08%	204
2022 Q2	$414K	Buy	+8,766	New	+$412K	0.09%	186
2022 Q1	–	Sell	-42,173	Closed	-$2.07M	–	353
2021 Q4	$2.07M	Sell	42,173 -158	-0.4%	-$7.78K	0.36%	75
2021 Q3	$2.09M	Sell	42,331 -2,021	-5%	-$100K	0.51%	60
2021 Q2	$2.19M	Buy	44,352 +2,266	+5%	+$112K	0.56%	55
2021 Q1	$2.09M	Sell	42,086 -4,593	-10%	-$228K	0.58%	50
2020 Q4	$2.32M	Sell	46,679 -10,387	-18%	-$517K	0.67%	43
2020 Q3	$2.85M	Buy	57,066 +435	+0.8%	+$21.7K	0.96%	32
2020 Q2	$2.82M	Buy	56,631 +3,697	+7%	+$183K	1.05%	28
2020 Q1	$2.59M	Buy	52,934 +12,378	+31%	+$605K	1.18%	25
2019 Q4	$1.99M	Buy	40,556 +16,474	+68%	+$808K	0.76%	48
2019 Q3	$1.18M	Buy	+24,082	New	+$1.18M	0.54%	64

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lake Street Private Wealth's SHM Position: Q4 2022 in Review

Lake Street Private Wealth sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 7,426 shares — an estimated $342K sold.

Lake Street Private Wealth first reported a position in SHM in Q3 2019 and held it in 12 quarters. The position peaked at $2.85M in Q3 2020. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Lake Street Private Wealth reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Lake Street Private Wealth sold 7,426 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $342K.
Lake Street Private Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and held it in 12 quarters.
Lake Street Private Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.85M in Q3 2020.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.