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W Advisors LLC’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

W Advisors LLC’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
2022
Q4 		– Sell
-4,330
Closed -$200K – 108
2022
Q3 		$200K Buy
+4,330
New +$204K 0.19% 96

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AWA
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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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

W Advisors LLC's SHM Position: Q4 2022 in Review

W Advisors LLC sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 4,330 shares — an estimated $200K sold.

W Advisors LLC first reported a position in SHM in Q3 2022 and held it in 1 quarter. The position peaked at $200K in Q3 2022. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

  • W Advisors LLC reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • W Advisors LLC sold 4,330 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $200K.
  • W Advisors LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • W Advisors LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $200K in Q3 2022.
  • 465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on W Advisors LLC's 13F filing for Q4 2022, filed 7 Feb 2023.