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

Spinnaker Investment 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
2024 Q1	–	Sell	-9,927	Closed	-$474K	–	92
2023 Q4	$474K	Sell	9,927 -18,329	-65%	-$860K	0.14%	56
2023 Q3	$1.31M	Buy	28,256 +5,500	+24%	+$258K	0.44%	24
2023 Q2	$1.07M	Buy	22,756 +3,482	+18%	+$164K	0.35%	30
2023 Q1	$916K	Buy	19,274 +876	+5%	+$41.4K	0.32%	28
2022 Q4	$864K	Buy	18,398 +4,634	+34%	+$216K	0.31%	30
2022 Q3	$632K	Buy	13,764 +1,689	+14%	+$79.7K	0.25%	33
2022 Q2	$571K	Buy	12,075 +4,143	+52%	+$195K	0.23%	35
2022 Q1	$376K	Sell	7,932 -2,127	-21%	-$103K	0.12%	59
2021 Q4	$491K	Buy	+10,059	New	+$496K	0.17%	53

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Spinnaker Investment Group's SHM Position: Q1 2024 in Review

Spinnaker Investment Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 9,927 shares — an estimated $474K sold.

Spinnaker Investment Group first reported a position in SHM in Q4 2021 and held it in 9 quarters. The position peaked at $1.31M in Q3 2023. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

Spinnaker Investment Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Spinnaker Investment Group sold 9,927 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $474K.
Spinnaker Investment Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 9 quarters.
Spinnaker Investment Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.31M in Q3 2023.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Spinnaker Investment Group's 13F filing for Q1 2024, filed 19 Apr 2024.