Per Stirling Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Per Stirling Capital 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
2024 Q4	–	Sell	-8,903	Closed	-$429K	–	271
2024 Q3	$429K	Hold	8,903	–	–	0.06%	200
2024 Q2	$420K	Hold	8,903	–	–	0.07%	178
2024 Q1	$422K	Hold	8,903	–	–	0.07%	157
2023 Q4	$425K	Sell	8,903 -249	-3%	-$11.7K	0.08%	144
2023 Q3	$423K	Hold	9,152	–	–	0.09%	135
2023 Q2	$431K	Hold	9,152	–	–	0.09%	136
2023 Q1	$435K	Hold	9,152	–	–	0.09%	125
2022 Q4	$430K	Buy	+9,152	New	+$426K	0.08%	135

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Per Stirling Capital Management's SHM Position: Q4 2024 in Review

Per Stirling Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 8,903 shares — an estimated $429K sold.

Per Stirling Capital Management first reported a position in SHM in Q4 2022 and held it in 8 quarters. The position peaked at $435K in Q1 2023. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Per Stirling Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Per Stirling Capital Management sold 8,903 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $429K.
Per Stirling Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
Per Stirling Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $435K in Q1 2023.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Per Stirling Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.