People's United Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

People's United Financial’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 Q1	$8.94M	Sell	188,778 -78,589	-29%	-$3.79M	0.25%	104
2021 Q4	$13.1M	Sell	267,367 -50,483	-16%	-$2.49M	0.32%	80
2021 Q3	$15.7M	Buy	317,850 +4,416	+1%	+$219K	0.35%	76
2021 Q2	$15.5M	Sell	313,434 -12,921	-4%	-$641K	0.35%	78
2021 Q1	$16.2M	Buy	326,355 +3,162	+1%	+$157K	0.39%	71
2020 Q4	$16.1M	Sell	323,193 -35,348	-10%	-$1.76M	0.4%	70
2020 Q3	$17.9M	Sell	358,541 -32,536	-8%	-$1.62M	0.5%	59
2020 Q2	$19.5M	Sell	391,077 -6,034	-2%	-$298K	0.57%	53
2020 Q1	$19.4M	Sell	397,111 -56,885	-13%	-$2.78M	0.67%	47
2019 Q4	$22.3M	Buy	453,996 +12,825	+3%	+$629K	0.61%	45
2019 Q3	$21.6M	Sell	441,171 -38,590	-8%	-$1.89M	0.61%	42
2019 Q2	$23.5M	Sell	479,761 -38,324	-7%	-$1.86M	0.64%	39
2019 Q1	$25.1M	Buy	518,085 +2,636	+0.5%	+$127K	0.78%	33
2018 Q4	$24.8M	Buy	515,449 +232,727	+82%	+$11.1M	0.86%	29
2018 Q3	$13.5M	Buy	282,722 +16,848	+6%	+$808K	0.42%	60
2018 Q2	$12.8M	Buy	265,874 +26,829	+11%	+$1.28M	0.33%	92
2018 Q1	$11.4M	Buy	239,045 +138,340	+137%	+$6.63M	0.36%	68
2017 Q4	$4.83M	Buy	100,705 +7,916	+9%	+$382K	0.15%	126
2017 Q3	$4.51M	Buy	92,789 +11,948	+15%	+$583K	0.15%	129
2017 Q2	$3.92M	Sell	80,841 -482	-0.6%	-$23.4K	0.13%	147
2017 Q1	$3.94M	Sell	81,323 -28,155	-26%	-$1.36M	0.14%	141
2016 Q4	$5.25M	Buy	+109,478	New	+$5.29M	0.19%	111

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

People's United Financial's SHM Position: Q1 2022 in Review

People's United Financial reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 29% in Q1 2022, selling an estimated $3.79M and leaving 188,778 shares worth $8.94M. The position accounts for 0.25% of the portfolio, ranked #104.

People's United Financial first reported a position in SHM in Q4 2016 and has held it in 22 quarters since. The position peaked at $25.1M in Q1 2019. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

People's United Financial held 188,778 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $8.94M as of Q1 2022.
People's United Financial sold 78,589 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $3.79M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.25% of People's United Financial's portfolio in Q1 2022, its #104 holding.
People's United Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 22 quarters since.
People's United Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $25.1M in Q1 2019.
456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.