TF
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Theory Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Theory Financial’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
-6,653
Closed -$308K – 76
2023
Q3 		$308K Buy
+6,653
New +$312K 0.18% 57

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Goldman Sachs
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Theory Financial's SHM Position: Q4 2023 in Review

Theory Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 6,653 shares — an estimated $308K sold.

Theory Financial first reported a position in SHM in Q3 2023 and held it in 1 quarter. The position peaked at $308K in Q3 2023. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

  • Theory Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Theory Financial sold 6,653 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $308K.
  • Theory Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Theory Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $308K in Q3 2023.
  • 428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Theory Financial's 13F filing for Q4 2023, filed 7 Feb 2024.