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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,729
Closed -$316K 177
2022
Q4
$316K Sell
6,729
-1,856
-22% -$86.4K 0.24% 102
2022
Q3
$396K Buy
8,585
+7,378
+611% +$348K 0.33% 77
2022
Q2
$417K Buy
+1,207
New +$56.7K 0.38% 74

Other funds holding SHM

Latitude Advisors's SHM Position: Q1 2023 in Review

Latitude Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 6,729 shares — an estimated $316K sold.

Latitude Advisors first reported a position in SHM in Q2 2022 and held it in 3 quarters. The position peaked at $417K in Q2 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

  • Latitude Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Latitude Advisors sold 6,729 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $316K.
  • Latitude Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 3 quarters.
  • Latitude Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $417K in Q2 2022.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Latitude Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.