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Stralem & Co’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Stralem & Co’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
2020
Q2 		$124K Hold
2,490
– – 0.08% 42
2020
Q1 		$122K Buy
+2,490
New +$122K 0.09% 39

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stralem & Co's SHM Position: Q2 2020 in Review

Stralem & Co held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2020 at 2,490 shares worth $124K. The position accounts for 0.08% of the portfolio, ranked #42.

Stralem & Co first reported a position in SHM in Q1 2020 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

  • Stralem & Co held 2,490 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $124K as of Q2 2020.
  • Stralem & Co left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2020.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Stralem & Co's portfolio in Q2 2020, its #42 holding.
  • Stralem & Co first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.