Permit Capital Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Permit Capital Advisors’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	$222K	Buy	+4,745	New	+$229K	0.09%	70

Other funds holding SHM

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

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

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

RJA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

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

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

Permit Capital Advisors's SHM Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022: 4,745 shares worth $222K. The stake represents 0.09% of the portfolio and ranks #70 among its holdings.

455 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

Permit Capital Advisors held 4,745 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $222K as of Q1 2022.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Permit Capital Advisors position in Q1 2022.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.09% of Permit Capital Advisors's portfolio in Q1 2022, its #70 holding.
455 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.