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Proffitt & Goodson’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Proffitt & Goodson’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
2023
Q1 		– Sell
-7,793
Closed -$366K – 239
2022
Q4 		$366K Buy
7,793
+3,054
+64% +$142K 0.08% 91
2022
Q3 		$218K Hold
4,739
– – 0.05% 102
2022
Q2 		$224K Sell
4,739
-13,429
-74% -$631K 0.05% 103
2022
Q1 		$860K Sell
18,168
-77,010
-81% -$3.71M 0.16% 68
2021
Q4 		$4.68M Sell
95,178
-262
-0.3% -$12.9K 0.82% 19
2021
Q3 		$4.71M Sell
95,440
-17,800
-16% -$883K 0.86% 19
2021
Q2 		$5.61M Sell
113,240
-638
-0.6% -$31.6K 1.02% 15
2021
Q1 		$5.64M Buy
113,878
+72,870
+178% +$3.62M 1.07% 16
2020
Q4 		$2.04M Sell
41,008
-83,204
-67% -$4.14M 0.42% 28
2020
Q3 		$6.19M Buy
124,212
+104,154
+519% +$5.2M 1.32% 17
2020
Q2 		$1M Hold
20,058
– – 0.22% 45
2020
Q1 		$981K Buy
20,058
+2,380
+13% +$116K 0.26% 40
2019
Q4 		$868K Sell
17,678
-242
-1% -$11.9K 0.2% 56
2019
Q3 		$878K Buy
17,920
+494
+3% +$24.3K 0.21% 55
2019
Q2 		$853K Sell
17,426
-158
-0.9% -$7.68K 0.21% 54
2019
Q1 		$852K Sell
17,584
-930
-5% -$44.9K 0.22% 55
2018
Q4 		$890K Hold
18,514
– – 0.25% 50
2018
Q3 		$883K Buy
+18,514
New +$888K 0.22% 50

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Proffitt & Goodson's SHM Position: Q1 2023 in Review

Proffitt & Goodson sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 7,793 shares — an estimated $366K sold.

Proffitt & Goodson first reported a position in SHM in Q3 2018 and held it in 18 quarters. The position peaked at $6.19M in Q3 2020. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

  • Proffitt & Goodson reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Proffitt & Goodson sold 7,793 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $366K.
  • Proffitt & Goodson first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2018 and held it in 18 quarters.
  • Proffitt & Goodson's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.19M in Q3 2020.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Proffitt & Goodson's 13F filing for Q1 2023, filed 26 Apr 2023.