Sutton Place Investors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sutton Place Investors’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 Q4	–	Sell	-4,479	Closed	-$207K	–	119
2023 Q3	$207K	Sell	4,479 -142	-3%	-$6.65K	0.27%	66
2023 Q2	$217K	Buy	+4,621	New	+$218K	0.3%	58
2023 Q1	–	Sell	-5,278	Closed	-$248K	–	66
2022 Q4	$248K	Sell	5,278 -444	-8%	-$20.7K	0.35%	55
2022 Q3	$264K	Buy	+5,722	New	+$270K	0.4%	49
2022 Q2	–	Sell	-4,629	Closed	-$217K	–	74
2022 Q1	$217K	Sell	4,629 -2,935	-39%	-$141K	0.26%	70
2021 Q4	$372K	Buy	+7,564	New	+$373K	0.43%	57

Other funds holding SHM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Sutton Place Investors's SHM Position: Q4 2023 in Review

Sutton Place Investors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 4,479 shares — an estimated $207K sold.

Sutton Place Investors first reported a position in SHM in Q4 2021 and held it in 6 quarters. The position peaked at $372K in Q4 2021. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Sutton Place Investors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Sutton Place Investors sold 4,479 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $207K.
Sutton Place Investors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 6 quarters.
Sutton Place Investors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $372K in Q4 2021.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Sutton Place Investors's 13F filing for Q4 2023, filed 29 Jan 2024.