Prospera Financial Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Prospera Financial Services’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 Q1	–	Sell	-5,225	Closed	-$248K	–	1227
2024 Q4	$248K	Sell	5,225 -3	-0.1%	-$143	0.01%	1001
2024 Q3	$252K	Buy	5,228 +468	+10%	+$22.3K	0.01%	990
2024 Q2	$225K	Sell	4,760 -1,317	-22%	-$62.1K	0.01%	1034
2024 Q1	$288K	Sell	6,077 -882	-13%	-$42K	0.01%	915
2023 Q4	$333K	Buy	6,959 +1,566	+29%	+$73.5K	0.01%	801
2023 Q3	$249K	Buy	+5,393	New	+$253K	0.01%	876
2022 Q3	–	Sell	-535	Closed	-$25K	–	1462
2022 Q2	$25K	Buy	535 +77	+17%	+$3.62K	﹤0.01%	1169
2022 Q1	$22K	Buy	+458	New	+$22.1K	﹤0.01%	1696

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

Goldman Sachs New York $871B AUM 31.28% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Prospera Financial Services's SHM Position: Q1 2025 in Review

Prospera Financial Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 5,225 shares — an estimated $248K sold.

Prospera Financial Services first reported a position in SHM in Q1 2022 and held it in 8 quarters. The position peaked at $333K in Q4 2023. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

Prospera Financial Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 5,225 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $248K.
Prospera Financial Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 8 quarters.
Prospera Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $333K in Q4 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.