Wealthspire Advisors (Maryland)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$608K	Sell	12,195 -95	-0.8%	-$4.75K	0.02%	235
2020 Q2	$613K	Sell	12,290 -247	-2%	-$12.2K	0.04%	219
2020 Q1	$613K	Sell	12,537 -3,338	-21%	-$163K	0.05%	210
2019 Q4	$780K	Buy	15,875 +1,979	+14%	+$97K	0.05%	209
2019 Q3	$681K	Buy	13,896 +138	+1%	+$6.78K	0.05%	208
2019 Q2	$673K	Buy	13,758 +1,630	+13%	+$79.2K	0.05%	203
2019 Q1	$588K	Buy	12,128 +1,118	+10%	+$54K	0.04%	226
2018 Q4	$529K	Buy	11,010 +260	+2%	+$12.4K	0.05%	211
2018 Q3	$513K	Buy	10,750 +208	+2%	+$9.97K	0.04%	241
2018 Q2	$506K	Buy	10,542 +1,439	+16%	+$68.7K	0.05%	235
2018 Q1	$435K	Hold	9,103	–	–	0.04%	275
2017 Q4	$436K	Hold	9,103	–	–	0.04%	289
2017 Q3	$442K	Hold	9,103	–	–	0.05%	261
2017 Q2	$441K	Hold	9,103	–	–	0.05%	251
2017 Q1	$441K	Hold	9,103	–	–	0.06%	207
2016 Q4	$436K	Sell	9,103 -64	-0.7%	-$3.09K	0.07%	199
2016 Q3	$448K	Hold	9,167	–	–	0.07%	189
2016 Q2	$450K	Sell	9,167 -287	-3%	-$14K	0.08%	179
2016 Q1	$462K	Sell	9,454 -6	-0.1%	-$294	0.08%	168
2015 Q4	$461K	Buy	+9,460	New	+$461K	0.09%	166

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SHM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.77% in Q3 2020, selling an estimated $4.75K and leaving 12,195 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #235.

Wealthspire Advisors (Maryland) first reported a position in SHM in Q4 2015 and has held it in 20 quarters since. The position peaked at $780K in Q4 2019. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

Wealthspire Advisors (Maryland) held 12,195 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $608K as of Q3 2020.
Wealthspire Advisors (Maryland) sold 95 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2020, an estimated $4.75K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #235 holding.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and has held it in 20 quarters since.
Wealthspire Advisors (Maryland)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $780K in Q4 2019.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.