Meeder Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Meeder Asset Management’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 Q3	–	Sell	-144	Closed	-$7K	–	2340
2022 Q2	$7K	Buy	144 +21	+17%	+$986	﹤0.01%	1526
2022 Q1	$6K	Hold	123	–	–	﹤0.01%	1745
2021 Q4	$6K	Hold	123	–	–	﹤0.01%	848
2021 Q3	$6K	Sell	123 -1,800	-94%	-$89.2K	﹤0.01%	1875
2021 Q2	$95K	Hold	1,923	–	–	﹤0.01%	920
2021 Q1	$95K	Buy	1,923 +1,800	+1,463%	+$89.4K	﹤0.01%	934
2020 Q4	$6K	Buy	+123	New	+$6.13K	﹤0.01%	1171

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Meeder Asset Management's SHM Position: Q3 2022 in Review

Meeder Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 144 shares — an estimated $7K sold.

Meeder Asset Management first reported a position in SHM in Q4 2020 and held it in 7 quarters. The position peaked at $95K in Q2 2021. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Meeder Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Meeder Asset Management sold 144 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $7K.
Meeder Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 7 quarters.
Meeder Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $95K in Q2 2021.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Meeder Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.