Wealthspire Advisors (New York)’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
10,730
-2,887
| -21% | -$138K | ﹤0.01% | 533 |
|
|
2025
Q1 | $648K | Sell |
13,617
-2,145
| -14% | -$102K | ﹤0.01% | 460 |
|
|
2024
Q4 | $747K | Buy |
15,762
+1,105
| +8% | +$52.4K | 0.01% | 422 |
|
|
2024
Q3 | $706K | Buy |
14,657
+2,464
| +20% | +$119K | 0.01% | 432 |
|
|
2024
Q2 | $575K | Sell |
12,193
-5,460
| -31% | -$258K | 0.01% | 404 |
|
|
2024
Q1 | $837K | Sell |
17,653
-509
| -3% | -$24.1K | 0.01% | 340 |
|
|
2023
Q4 | $868K | Buy |
18,162
+270
| +2% | +$12.9K | 0.01% | 333 |
|
|
2023
Q3 | $827K | Sell |
17,892
-195
| -1% | -$9.02K | 0.01% | 309 |
|
|
2023
Q2 | $851K | Sell |
18,087
-37
| -0.2% | -$1.74K | 0.01% | 279 |
|
|
2023
Q1 | $862K | Sell |
18,124
-6,003
| -25% | -$285K | 0.01% | 273 |
|
|
2022
Q4 | $1.13M | Buy |
24,127
+7,247
| +43% | +$340K | 0.02% | 240 |
|
|
2022
Q3 | $778K | Sell |
16,880
-58,371
| -78% | -$2.69M | 0.02% | 267 |
|
|
2022
Q2 | $3.56M | Buy |
75,251
+62,858
| +507% | +$2.97M | 0.07% | 107 |
|
|
2022
Q1 | $587K | Buy |
12,393
+203
| +2% | +$9.62K | 0.01% | 248 |
|
|
2021
Q4 | $600K | Sell |
12,190
-74,844
| -86% | -$3.68M | 0.01% | 295 |
|
|
2021
Q3 | $4.3M | Buy |
87,034
+76,822
| +752% | +$3.79M | 0.09% | 101 |
|
|
2021
Q2 | $506K | Sell |
10,212
-1,027
| -9% | -$50.9K | 0.01% | 226 |
|
|
2021
Q1 | $557K | Buy |
11,239
+1,029
| +10% | +$51K | 0.01% | 366 |
|
|
2020
Q4 | $508K | Buy |
10,210
+1,837
| +22% | +$91.4K | 0.02% | 305 |
|
|
2020
Q3 | $418K | Buy |
8,373
+11
| +0.1% | +$549 | 0.02% | 194 |
|
|
2020
Q2 | $417K | Sell |
8,362
-12,563
| -60% | -$626K | 0.03% | 169 |
|
|
2020
Q1 | $1.02M | Buy |
20,925
+4,645
| +29% | +$227K | 0.04% | 195 |
|
|
2019
Q4 | $800K | Buy |
16,280
+184
| +1% | +$9.04K | 0.06% | 75 |
|
|
2019
Q3 | $789K | Sell |
16,096
-4,307
| -21% | -$211K | 0.06% | 59 |
|
|
2019
Q2 | $998K | Sell |
20,403
-2,355
| -10% | -$115K | 0.09% | 31 |
|
|
2019
Q1 | $1.1M | Sell |
22,758
-6,122
| -21% | -$297K | 0.1% | 24 |
|
|
2018
Q4 | $1.39M | Buy |
+28,880
| New | +$1.39M | 0.13% | 25 |
|