Webster Bank’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Webster Bank’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
2021 Q1	–	Sell	-398	Closed	-$20K	–	556
2020 Q4	$20K	Buy	+398	New	+$19.8K	﹤0.01%	401
2020 Q1	–	Sell	-78	Closed	-$4K	–	528
2019 Q4	$4K	Hold	78	–	–	﹤0.01%	495
2019 Q3	$4K	Hold	78	–	–	﹤0.01%	484
2019 Q2	$4K	Hold	78	–	–	﹤0.01%	477
2019 Q1	$4K	Hold	78	–	–	﹤0.01%	480
2018 Q4	$4K	Hold	78	–	–	﹤0.01%	472
2018 Q3	$4K	Hold	78	–	–	﹤0.01%	488
2018 Q2	$4K	Hold	78	–	–	﹤0.01%	479
2018 Q1	$4K	Hold	78	–	–	﹤0.01%	512
2017 Q4	$4K	Hold	78	–	–	﹤0.01%	537
2017 Q3	$4K	Hold	78	–	–	﹤0.01%	508
2017 Q2	$4K	Sell	78 -2,572	-97%	-$125K	﹤0.01%	528
2017 Q1	$128K	Hold	2,650	–	–	0.02%	254
2016 Q4	$127K	Buy	+2,650	New	+$128K	0.02%	247

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Webster Bank's SHM Position: Q1 2021 in Review

Webster Bank sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2021, closing a stake of 398 shares — an estimated $20K sold.

Webster Bank first reported a position in SHM in Q4 2016 and held it in 14 quarters. The position peaked at $128K in Q1 2017. 426 funds tracked by Wall St. Rank hold SHM as of Q1 2021.

Webster Bank reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Webster Bank sold 398 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2021, an estimated $20K.
Webster Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 14 quarters.
Webster Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $128K in Q1 2017.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2021.

Based on Webster Bank's 13F filing for Q1 2021, filed 7 May 2021.