LPL Financial’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9M | Buy |
749,942
+21,286
| +3% | +$1.02M | 0.01% | 927 |
|
|
2025
Q1 | $34.7M | Sell |
728,656
-9,106
| -1% | -$433K | 0.01% | 868 |
|
|
2024
Q4 | $35M | Buy |
737,762
+44,294
| +6% | +$2.1M | 0.01% | 814 |
|
|
2024
Q3 | $33.4M | Buy |
693,468
+26,365
| +4% | +$1.27M | 0.01% | 786 |
|
|
2024
Q2 | $31.5M | Sell |
667,103
-12,013
| -2% | -$567K | 0.02% | 756 |
|
|
2024
Q1 | $32.2M | Sell |
679,116
-50,442
| -7% | -$2.39M | 0.02% | 723 |
|
|
2023
Q4 | $34.9M | Sell |
729,558
-26,564
| -4% | -$1.27M | 0.02% | 628 |
|
|
2023
Q3 | $35M | Sell |
756,122
-85,903
| -10% | -$3.97M | 0.02% | 578 |
|
|
2023
Q2 | $39.6M | Sell |
842,025
-7,654
| -0.9% | -$360K | 0.03% | 512 |
|
|
2023
Q1 | $40.4M | Buy |
849,679
+32,288
| +4% | +$1.54M | 0.03% | 473 |
|
|
2022
Q4 | $38.4M | Sell |
817,391
-106,333
| -12% | -$5M | 0.03% | 466 |
|
|
2022
Q3 | $42.6M | Buy |
923,724
+31,885
| +4% | +$1.47M | 0.04% | 389 |
|
|
2022
Q2 | $42.1M | Buy |
891,839
+37,720
| +4% | +$1.78M | 0.04% | 387 |
|
|
2022
Q1 | $40.4M | Buy |
854,119
+16,701
| +2% | +$790K | 0.03% | 411 |
|
|
2021
Q4 | $41.2M | Sell |
837,418
-105,707
| -11% | -$5.2M | 0.03% | 406 |
|
|
2021
Q3 | $46.6M | Sell |
943,125
-209,896
| -18% | -$10.4M | 0.04% | 357 |
|
|
2021
Q2 | $57.1M | Buy |
1,153,021
+129,285
| +13% | +$6.41M | 0.06% | 302 |
|
|
2021
Q1 | $50.7M | Buy |
1,023,736
+108,351
| +12% | +$5.37M | 0.06% | 300 |
|
|
2020
Q4 | $45.6M | Buy |
915,385
+74,598
| +9% | +$3.71M | 0.06% | 279 |
|
|
2020
Q3 | $41.9M | Buy |
840,787
+20,664
| +3% | +$1.03M | 0.07% | 262 |
|
|
2020
Q2 | $40.9M | Buy |
820,123
+573,605
| +233% | +$28.6M | 0.07% | 244 |
|
|
2020
Q1 | $12.1M | Buy |
246,518
+11,450
| +5% | +$560K | 0.03% | 447 |
|
|
2019
Q4 | $11.5M | Buy |
235,068
+15,209
| +7% | +$747K | 0.02% | 531 |
|
|
2019
Q3 | $10.8M | Buy |
219,859
+30,370
| +16% | +$1.49M | 0.02% | 508 |
|
|
2019
Q2 | $9.27M | Buy |
189,489
+6,585
| +4% | +$322K | 0.02% | 544 |
|
|
2019
Q1 | $8.87M | Sell |
182,904
-1,578
| -0.9% | -$76.5K | 0.02% | 551 |
|
|
2018
Q4 | $8.87M | Buy |
184,482
+67
| +0% | +$3.22K | 0.02% | 486 |
|
|
2018
Q3 | $8.8M | Buy |
184,415
+14,821
| +9% | +$707K | 0.02% | 535 |
|
|
2018
Q2 | $8.14M | Buy |
169,594
+4,255
| +3% | +$204K | 0.02% | 524 |
|
|
2018
Q1 | $7.91M | Buy |
165,339
+37,239
| +29% | +$1.78M | 0.02% | 525 |
|
|
2017
Q4 | $6.14M | Sell |
128,100
-54,779
| -30% | -$2.62M | 0.02% | 577 |
|
|
2017
Q3 | $8.89M | Buy |
182,879
+23,354
| +15% | +$1.14M | 0.03% | 409 |
|
|
2017
Q2 | $7.74M | Buy |
159,525
+7,172
| +5% | +$348K | 0.03% | 429 |
|
|
2017
Q1 | $7.38M | Buy |
152,353
+4,506
| +3% | +$218K | 0.05% | 320 |
|
|
2016
Q4 | $7.09M | Sell |
147,847
-3,831
| -3% | -$184K | 0.05% | 305 |
|
|
2016
Q3 | $7.4M | Buy |
151,678
+2,455
| +2% | +$120K | 0.07% | 264 |
|
|
2016
Q2 | $7.33M | Sell |
149,223
-132,699
| -47% | -$6.52M | 0.06% | 264 |
|
|
2016
Q1 | $13.8M | Buy |
281,922
+15,950
| +6% | +$778K | 0.04% | 361 |
|
|
2015
Q4 | $12.9M | Buy |
265,972
+141,393
| +113% | +$6.88M | 0.04% | 371 |
|
|
2015
Q3 | $6.07M | Sell |
124,579
-710
| -0.6% | -$34.6K | 0.03% | 409 |
|
|
2015
Q2 | $6.08M | Sell |
125,289
-11,087
| -8% | -$538K | 0.03% | 441 |
|
|
2015
Q1 | $6.62M | Buy |
136,376
+1,578
| +1% | +$76.6K | 0.03% | 411 |
|
|
2014
Q4 | $6.55M | Buy |
134,798
+11,887
| +10% | +$577K | 0.04% | 393 |
|
|
2014
Q3 | $5.99M | Sell |
122,911
-1,034
| -0.8% | -$50.4K | 0.04% | 394 |
|
|
2014
Q2 | $6.03M | Buy |
123,945
+13,711
| +12% | +$667K | 0.04% | 403 |
|
|
2014
Q1 | $5.35M | Buy |
110,234
+13,846
| +14% | +$672K | 0.03% | 419 |
|
|
2013
Q4 | $4.68M | Buy |
96,388
+9,394
| +11% | +$456K | 0.03% | 462 |
|
|
2013
Q3 | $4.21M | Sell |
86,994
-7,193
| -8% | -$348K | 0.03% | 474 |
|
|
2013
Q2 | $4.5M | Buy |
+94,187
| New | +$4.5M | 0.03% | 410 |
|