O'Dell Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

O'Dell Group’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	–	Sell	-411	Closed	-$19K	–	339
2022 Q3	$19K	Hold	411	–	–	0.01%	232
2022 Q2	$19K	Buy	411 +1	+0.2%	+$47	0.01%	232
2022 Q1	$19K	Hold	410	–	–	0.01%	259
2021 Q4	$20K	Sell	410 -405	-50%	-$20K	0.01%	240
2021 Q3	$40K	Buy	+815	New	+$40.4K	0.01%	176
2018 Q2	–	Sell	-7,947	Closed	-$380K	–	43
2018 Q1	$380K	Buy	7,947 +16	+0.2%	+$767	0.28%	23
2017 Q4	$380K	Buy	7,931 +28	+0.4%	+$1.35K	0.28%	23
2017 Q3	$384K	Sell	7,903 -82	-1%	-$4K	0.3%	21
2017 Q2	$387K	Buy	7,985 +20	+0.3%	+$972	0.32%	21
2017 Q1	$386K	Buy	7,965 +25	+0.3%	+$1.21K	0.34%	23
2016 Q4	$381K	Buy	+7,940	New	+$383K	0.37%	24

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

O'Dell Group's SHM Position: Q4 2022 in Review

O'Dell Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 411 shares — an estimated $19K sold.

O'Dell Group first reported a position in SHM in Q4 2016 and held it in 11 quarters. The position peaked at $387K in Q2 2017. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

O'Dell Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
O'Dell Group sold 411 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $19K.
O'Dell Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 11 quarters.
O'Dell Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $387K in Q2 2017.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on O'Dell Group's 13F filing for Q4 2022, filed 14 Feb 2023.