TD Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

TD Capital Management’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 Q4	–	Sell	-1,662	Closed	-$80K	–	599
2024 Q3	$80K	Hold	1,662	–	–	0.01%	165
2024 Q2	$78.4K	Hold	1,662	–	–	0.01%	156
2024 Q1	$78.8K	Buy	1,662 +338	+26%	+$16.1K	0.01%	157
2023 Q4	$63.3K	Hold	1,324	–	–	0.01%	163
2023 Q3	$61.2K	Hold	1,324	–	–	0.01%	158
2023 Q2	$62.3K	Hold	1,324	–	–	0.01%	160
2023 Q1	$63K	Hold	1,324	–	–	0.01%	159
2022 Q4	$62.2K	Hold	1,324	–	–	0.01%	153
2022 Q3	$61K	Buy	+1,324	New	+$62.5K	0.01%	144
2022 Q1	–	Sell	-1,324	Closed	-$65K	–	301
2021 Q4	$65K	Hold	1,324	–	–	0.01%	150
2021 Q3	$65K	Hold	1,324	–	–	0.01%	142
2021 Q2	$66K	Hold	1,324	–	–	0.01%	133
2021 Q1	$66K	Hold	1,324	–	–	0.01%	124
2020 Q4	$66K	Hold	1,324	–	–	0.01%	109
2020 Q3	$66K	Hold	1,324	–	–	0.01%	95
2020 Q2	$66K	Hold	1,324	–	–	0.01%	90
2020 Q1	$65K	Hold	1,324	–	–	0.01%	85
2019 Q4	$65K	Hold	1,324	–	–	0.01%	90
2019 Q3	$65K	Hold	1,324	–	–	0.01%	84
2019 Q2	$65K	Hold	1,324	–	–	0.01%	80
2019 Q1	$64K	Hold	1,324	–	–	0.01%	77
2018 Q4	$64K	Sell	1,324 -1	-0.1%	-$48	0.02%	76
2018 Q3	$63K	Buy	+1,325	New	+$63.5K	0.02%	79

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

TD Capital Management's SHM Position: Q4 2024 in Review

TD Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 1,662 shares — an estimated $80K sold.

TD Capital Management first reported a position in SHM in Q3 2018 and held it in 23 quarters. The position peaked at $80K in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

TD Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
TD Capital Management sold 1,662 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $80K.
TD Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2018 and held it in 23 quarters.
TD Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $80K in Q3 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on TD Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.