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Pinnacle Financial Partners (Tennessee)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		– Sell
-6,226
Closed -$298K – 519
2025
Q2 		$298K Hold
6,226
– – 0.01% 389
2025
Q1 		$295K Hold
6,226
– – 0.01% 384
2024
Q4 		$300K Hold
6,226
– – 0.01% 378
2024
Q3 		$300K Hold
6,226
– – 0.01% 377
2024
Q2 		$295K Hold
6,226
– – 0.01% 373
2024
Q1 		$295K Hold
6,226
– – 0.01% 376
2023
Q4 		$298K Hold
6,226
– – 0.01% 365
2023
Q3 		$288K Hold
6,226
– – 0.01% 342
2023
Q2 		$293K Sell
6,226
-5,619
-47% -$265K 0.01% 339
2023
Q1 		$563K Hold
11,845
– – 0.02% 288
2022
Q4 		$556K Hold
11,845
– – 0.02% 283
2022
Q3 		$546K Hold
11,845
– – 0.02% 267
2022
Q2 		$560K Hold
11,845
– – 0.02% 262
2022
Q1 		$561K Sell
11,845
-1,777
-13% -$85.7K 0.02% 270
2021
Q4 		$670K Buy
13,622
+349
+3% +$17.2K 0.02% 267
2021
Q3 		$656K Sell
13,273
-17,253
-57% -$855K 0.02% 257
2021
Q2 		$1.51M Sell
30,526
-5,644
-16% -$280K 0.06% 182
2021
Q1 		$1.8M Buy
36,170
+5,019
+16% +$249K 0.08% 167
2020
Q4 		$1.55M Sell
31,151
-3,607
-10% -$180K 0.08% 181
2020
Q3 		$1.73M Sell
34,758
-10,819
-24% -$540K 0.09% 163
2020
Q2 		$2.27M Buy
45,577
+830
+2% +$41K 0.13% 142
2020
Q1 		$2.19M Hold
44,747
– – 0.15% 140
2019
Q4 		$2.2M Buy
44,747
+394
+0.9% +$19.3K 0.14% 152
2019
Q3 		$2.17M Buy
44,353
+175
+0.4% +$8.59K 0.16% 148
2019
Q2 		$2.16M Hold
44,178
– – 0.16% 145
2019
Q1 		$2.14M Sell
44,178
-4,856
-10% -$235K 0.17% 136
2018
Q4 		$2.36M Sell
49,034
-77
-0.2% -$3.67K 0.22% 124
2018
Q3 		$2.34M Buy
49,111
+6,257
+15% +$300K 0.2% 132
2018
Q2 		$2.06M Sell
42,854
-1,658
-4% -$79.2K 0.2% 134
2018
Q1 		$2.13M Buy
44,512
+36,899
+485% +$1.77M 0.22% 127
2017
Q4 		$365K Buy
+7,613
New +$368K 0.04% 237
2017
Q3 		– Sell
-5,613
Closed -$272K – 421
2017
Q2 		$272K Buy
5,613
+818
+17% +$39.8K 0.04% 253
2017
Q1 		$232K Buy
+4,795
New +$231K 0.05% 225

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SHM Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 6,226 shares — an estimated $298K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SHM in Q1 2017 and held it in 33 quarters. The position peaked at $2.36M in Q4 2018. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 6,226 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $298K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2017 and held it in 33 quarters.
  • Pinnacle Financial Partners (Tennessee)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.36M in Q4 2018.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.