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Laurel Wealth Advisors (California)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Laurel Wealth Advisors (California)’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 		$271K Buy
5,778
+14
+0.2% +$652 0.03% 537
2022
Q3 		$266K Buy
+5,764
New +$272K 0.03% 520

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SHM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.24% in Q4 2022, buying an estimated $652 and bringing the position to 5,778 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #537.

Laurel Wealth Advisors (California) first reported a position in SHM in Q3 2022 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,778 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $271K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 14 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $652.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #537 holding.
  • Laurel Wealth Advisors (California) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.