Stifel Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.3M | Sell |
382,635
-118,755
| -24% | -$5.72M | 0.02% | 678 |
|
|
2025
Q4 | $24.1M | Buy |
501,390
+89,071
| +22% | +$4.27M | 0.02% | 566 |
|
|
2025
Q3 | $19.9M | Sell |
412,319
-36,804
| -8% | -$1.77M | 0.02% | 626 |
|
|
2025
Q2 | $21.5M | Sell |
449,123
-76,279
| -15% | -$3.62M | 0.02% | 566 |
|
|
2025
Q1 | $25M | Sell |
525,402
-37,182
| -7% | -$1.77M | 0.03% | 498 |
|
|
2024
Q4 | $26.7M | Buy |
562,584
+30,023
| +6% | +$1.43M | 0.03% | 473 |
|
|
2024
Q3 | $25.6M | Sell |
532,561
-121,444
| -19% | -$5.8M | 0.03% | 488 |
|
|
2024
Q2 | $30.9M | Buy |
654,005
+128,711
| +25% | +$6.07M | 0.03% | 411 |
|
|
2024
Q1 | $24.9M | Buy |
525,294
+85,969
| +20% | +$4.09M | 0.03% | 471 |
|
|
2023
Q4 | $21M | Sell |
439,325
-65,263
| -13% | -$3.06M | 0.03% | 498 |
|
|
2023
Q3 | $23.3M | Buy |
504,588
+44,271
| +10% | +$2.07M | 0.03% | 427 |
|
|
2023
Q2 | $21.7M | Buy |
460,317
+83,052
| +22% | +$3.91M | 0.03% | 447 |
|
|
2023
Q1 | $17.9M | Sell |
377,265
-273,869
| -42% | -$12.9M | 0.03% | 493 |
|
|
2022
Q4 | $30.6M | Buy |
651,134
+172,361
| +36% | +$8.02M | 0.05% | 343 |
|
|
2022
Q3 | $22.1M | Buy |
478,773
+51,145
| +12% | +$2.41M | 0.04% | 407 |
|
|
2022
Q2 | $20.2M | Sell |
427,628
-338,480
| -44% | -$15.9M | 0.03% | 446 |
|
|
2022
Q1 | $36.3M | Buy |
766,108
+242,328
| +46% | +$11.7M | 0.05% | 321 |
|
|
2021
Q4 | $25.8M | Sell |
523,780
-27,932
| -5% | -$1.38M | 0.03% | 423 |
|
|
2021
Q3 | $27.3M | Buy |
551,712
+12,059
| +2% | +$598K | 0.04% | 382 |
|
|
2021
Q2 | $26.7M | Buy |
539,653
+23,556
| +5% | +$1.17M | 0.04% | 377 |
|
|
2021
Q1 | $25.6M | Sell |
516,097
-93,640
| -15% | -$4.65M | 0.04% | 352 |
|
|
2020
Q4 | $30.4M | Sell |
609,737
-17,013
| -3% | -$847K | 0.05% | 309 |
|
|
2020
Q3 | $31.3M | Buy |
626,750
+110,482
| +21% | +$5.52M | 0.06% | 264 |
|
|
2020
Q2 | $25.7M | Sell |
516,268
-24,491
| -5% | -$1.21M | 0.06% | 276 |
|
|
2020
Q1 | $26.4M | Sell |
540,759
-33,801
| -6% | -$1.65M | 0.07% | 240 |
|
|
2019
Q4 | $28.2M | Buy |
574,560
+98,728
| +21% | +$4.84M | 0.06% | 287 |
|
|
2019
Q3 | $23.3M | Sell |
475,832
-21,749
| -4% | -$1.07M | 0.06% | 288 |
|
|
2019
Q2 | $24.3M | Sell |
497,581
-7,757
| -2% | -$377K | 0.06% | 270 |
|
|
2019
Q1 | $24.5M | Buy |
505,338
+37,460
| +8% | +$1.81M | 0.07% | 268 |
|
|
2018
Q4 | $22.5M | Sell |
467,878
-18,924
| -4% | -$903K | 0.07% | 261 |
|
|
2018
Q3 | $23.2M | Buy |
486,802
+25,455
| +6% | +$1.22M | 0.07% | 276 |
|
|
2018
Q2 | $22.2M | Buy |
461,347
+21,103
| +5% | +$1.01M | 0.07% | 284 |
|
|
2018
Q1 | $21.1M | Buy |
440,244
+172,782
| +65% | +$8.29M | 0.07% | 289 |
|
|
2017
Q4 | $12.8M | Buy |
267,462
+36,730
| +16% | +$1.77M | 0.04% | 432 |
|
|
2017
Q3 | $11.2M | Sell |
230,732
-118
| -0.1% | -$5.75K | 0.04% | 461 |
|
|
2017
Q2 | $11.2M | Buy |
230,850
+10,036
| +5% | +$488K | 0.04% | 432 |
|
|
2017
Q1 | $10.7M | Buy |
220,814
+8,550
| +4% | +$413K | 0.04% | 440 |
|
|
2016
Q4 | $10.2M | Sell |
212,264
-2,131
| -1% | -$103K | 0.04% | 410 |
|
|
2016
Q3 | $10.5M | Sell |
214,395
-46,679
| -18% | -$2.29M | 0.05% | 365 |
|
|
2016
Q2 | $12.8M | Buy |
+261,074
| New | +$12.8M | 0.06% | 315 |
|
|
2016
Q1 | – | Sell |
-225,891
| Closed | -$11M | – | 2364 |
|
|
2015
Q4 | $11M | Buy |
225,891
+88,815
| +65% | +$4.33M | 0.06% | 332 |
|
|
2015
Q3 | $6.68M | Sell |
137,076
-2,410
| -2% | -$117K | 0.04% | 430 |
|
|
2015
Q2 | $6.77M | Buy |
139,486
+4,272
| +3% | +$207K | 0.04% | 466 |
|
|
2015
Q1 | $6.58M | Buy |
135,214
+4,140
| +3% | +$202K | 0.04% | 521 |
|
|
2014
Q4 | $6.37M | Buy |
131,074
+6,332
| +5% | +$309K | 0.04% | 523 |
|
|
2014
Q3 | $6.09M | Buy |
124,742
+25,679
| +26% | +$1.25M | 0.05% | 402 |
|
|
2014
Q2 | $4.82M | Sell |
99,063
-16,466
| -14% | -$800K | 0.04% | 470 |
|
|
2014
Q1 | $5.61M | Buy |
+115,529
| New | +$5.62M | 0.05% | 403 |
|
Other funds holding SHM
QC
UCFA