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

Prudential Financial’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	-15,692	Closed	-$755K	–	2640
2024 Q3	$755K	Sell	15,692 -253	-2%	-$12.1K	﹤0.01%	2032
2024 Q2	$752K	Sell	15,945 -6,120	-28%	-$289K	﹤0.01%	1990
2024 Q1	$1.05M	Buy	22,065 +498	+2%	+$23.7K	﹤0.01%	1814
2023 Q4	$1.03M	Buy	21,567 +433	+2%	+$20.3K	﹤0.01%	1805
2023 Q3	$977K	Buy	21,134 +2,509	+13%	+$118K	﹤0.01%	1777
2023 Q2	$876K	Buy	18,625 +184	+1%	+$8.66K	﹤0.01%	1868
2023 Q1	$873K	Buy	18,441 +877	+5%	+$41.4K	﹤0.01%	1808
2022 Q4	$825K	Sell	17,564 -2,028	-10%	-$94.4K	﹤0.01%	1801
2022 Q3	$903K	Buy	+19,592	New	+$924K	﹤0.01%	1804

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

Prudential Financial's SHM Position: Q4 2024 in Review

Prudential Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 15,692 shares — an estimated $755K sold.

Prudential Financial first reported a position in SHM in Q3 2022 and held it in 9 quarters. The position peaked at $1.05M in Q1 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Prudential Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 15,692 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $755K.
Prudential Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 9 quarters.
Prudential Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.05M in Q1 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.