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MAM
MMA Asset Management’s
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
Stock Holding History
MMA Asset Management’s Portfolio
SHM Stock Details
SHM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-16,311
Closed
-$787K
–
280
2025
Q3
$787K
Sell
16,311
-3,146
-16%
-$151K
0.26%
74
2025
Q2
$931K
Sell
19,457
-543
-3%
-$25.8K
0.36%
60
2025
Q1
$952K
Sell
20,000
-116
-0.6%
-$5.53K
0.4%
45
2024
Q4
$953K
Sell
20,116
-16,254
-45%
-$776K
0.42%
43
2024
Q3
$1.72M
Buy
36,370
+17,915
+97%
+$855K
0.46%
41
2024
Q2
$871K
Buy
18,455
+1,903
+11%
+$89.7K
0.41%
48
2024
Q1
$782K
Buy
16,552
+2,739
+20%
+$130K
0.37%
53
2023
Q4
$660K
Sell
13,813
-1,501
-10%
-$70.4K
0.35%
54
2023
Q3
$708K
Sell
15,314
-1,136
-7%
-$53.2K
0.41%
48
2023
Q2
$774K
Sell
16,450
-1,887
-10%
-$88.8K
0.45%
50
2023
Q1
$872K
Buy
18,337
+2,067
+13%
+$97.6K
0.62%
30
2022
Q4
$764K
Sell
16,270
-21
-0.1%
-$978
0.62%
34
2022
Q3
$751K
Buy
16,291
+2,467
+18%
+$116K
0.65%
29
2022
Q2
$653K
Buy
13,824
+1
+0%
+$47
0.56%
37
2022
Q1
$644K
Buy
13,823
+3,103
+29%
+$150K
0.51%
37
2021
Q4
$527K
Buy
10,720
+7
+0.1%
+$345
0.37%
48
2021
Q3
$529K
Buy
10,713
+1,339
+14%
+$66.4K
0.4%
43
2021
Q2
$465K
Buy
9,374
+4
+0%
+$198
0.35%
48
2021
Q1
$464K
Buy
9,370
+1,368
+17%
+$68K
0.4%
46
2020
Q4
$398K
Buy
+8,002
New
+$398K
0.39%
50
Other funds holding SHM
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$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
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$871B AUM
31.28%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.3B AUM
16.34%
1-Year Est. Return
QC
Quent Capital
New York
$1.41B AUM
22.9%
1-Year Est. Return
QLSGSCF
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New York
$1.23B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$7.61B AUM
16.44%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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