Dakota Wealth Management
Position in SHM — State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SHM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SHM | $852,808 | 17,830 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 SHM | $862,428 | 17,971 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 SHM | $2,565,304 | 53,200 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 SHM | $2,257,576 | 47,200 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 SHM | $3,408,160 | 71,600 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 SHM | $3,198,825 | 67,500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 SHM | $2,652,514 | 55,100 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 SHM | $1,942,293 | 41,159 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 SHM | $1,867,190 | 39,359 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 SHM | $944,282 | 19,759 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 SHM | $913,458 | 19,759 | Shares | Other | 2023-10-24 | |
| 2023-06-30 SHM | $282,535 | 6,005 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 SHM | $252,252 | 5,305 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 SHM | $225,738 | 4,805 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 SHM | $2,805,267 | 60,865 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 SHM | $2,867,736 | 60,680 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 SHM | $2,772,354 | 58,575 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 SHM | $2,870,882 | 58,375 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 SHM | $3,026,787 | 61,271 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 SHM | $2,996,942 | 60,471 | Shares | Other | 2021-08-02 | |
| 2021-03-31 SHM | $3,071,034 | 61,966 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 SHM | $2,260,216 | 45,395 | Shares | Other | 2021-02-12 | |
| 2020-09-30 SHM | $5,221,138 | 104,695 | Shares | Other | 2020-11-04 | |
| 2020-06-30 SHM | $1,357,460 | 27,220 | Shares | Other | 2020-08-07 | |
| 2020-03-31 SHM | $790,957 | 16,175 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||