Smart Money Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Smart Money Group’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 Q3	–	Sell	-110,681	Closed	-$5.21M	–	78
2023 Q2	$5.21M	Sell	110,681 -11,540	-9%	-$543K	2.48%	12
2023 Q1	$5.77M	Buy	122,221 +49,103	+67%	+$2.32M	2.9%	12
2022 Q4	$3.44M	Buy	+73,118	New	+$3.4M	1.79%	13
2022 Q1	–	Sell	-5,311	Closed	-$261K	–	68
2021 Q4	$261K	Sell	5,311 -1,925	-27%	-$94.8K	0.17%	63
2021 Q3	$357K	Sell	7,236 -812	-10%	-$40.3K	0.26%	47
2021 Q2	$401K	Buy	8,048 +771	+11%	+$38.2K	0.46%	30
2021 Q1	$361K	Sell	7,277 -4,074	-36%	-$202K	0.3%	48
2020 Q4	$565K	Buy	11,351 +1,750	+18%	+$87.1K	0.48%	33
2020 Q3	$479K	Buy	9,601 +1,430	+18%	+$71.4K	0.21%	69
2020 Q2	$407K	Sell	8,171 -24,229	-75%	-$1.2M	0.24%	56
2020 Q1	$1.58M	Buy	32,400 +25,800	+391%	+$1.26M	1.11%	26
2019 Q4	$324K	Buy	+6,600	New	+$324K	0.19%	66

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Smart Money Group's SHM Position: Q3 2023 in Review

Smart Money Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 110,681 shares — an estimated $5.21M sold.

Smart Money Group first reported a position in SHM in Q4 2019 and held it in 12 quarters. The position peaked at $5.77M in Q1 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Smart Money Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Smart Money Group sold 110,681 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $5.21M.
Smart Money Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 12 quarters.
Smart Money Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.77M in Q1 2023.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Smart Money Group's 13F filing for Q3 2023, filed 13 Nov 2023.