We are live on ! Find out more
SHM icon

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

419 hedge funds and large institutions have $3.63B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 94.57%95.91% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less capital invested

Capital invested by funds: $3.65B → $3.63B (-$18.5M)

1% less funds holding

Funds holding: 424419 (-5)

31% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 181

Holders
419
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
6.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
124
Reduced
181
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$584K -$25K -530 -4%
WANY
227
Wealthspire Advisors (New York)
New York
$575K -$257K -5,460 -31%
CA
228
Continuum Advisory
Idaho
$574K -$58.2K -1,234 -9%
SB
229
Strategic Blueprint
Georgia
$573K -$106K -2,253 -16%
AWM
230
Altus Wealth Management
Kentucky
$561K -$4.71K -100 -0.8%
EK
231
Evensky & Katz
Florida
$561K +$14.8K +314 +3%
CWA
232
Canvas Wealth Advisors
Kansas
$553K -$4.67K -99 -0.8%
AF
233
Apexium Financial
Texas
$551K +$6.51K +138 +1%
BA
234
Bristlecone Advisors
Washington
$546K -$11.5K -244 -2%
VCM
235
Vision Capital Management
Oregon
$543K -$90.5K -1,919 -14%
RA
236
Riversedge Advisors
Delaware
$536K -$78.7K -1,670 -13%
EFS
237
Essex Financial Services
Connecticut
$536K +$305K +6,465 +135%
EFN
238
Equita Financial Network
Pennsylvania
$527K
VIM
239
Vista Investment Management
Pennsylvania
$509K -$387K -8,200 -43%
MIM
240
Moseley Investment Management
Florida
$508K -$144K -3,055 -22%
NWM
241
Northwest Wealth Management
Iowa
$498K
SF
242
Summit Financial
New Jersey
$498K -$815K -17,285 -62%
ASN
243
Advisory Services Network
Georgia
$492K +$25.7K +546 +6%
RJT
244
Raymond James Trust
Florida
$489K -$1.04K -22 -0.2%
IA
245
IFG Advisors
Missouri
$487K +$189 +4 +0%
WS
246
Wedbush Securities
California
$480K -$330 -7 -0.1%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$476K +$2.12K +45 +0.4%
AI
248
Atria Investments
North Carolina
$467K +$467K +9,906 New
T
249
Tidemark
California
$445K +$28.3K +600 +7%
APIM
250
Agate Pass Investment Management
Washington
$444K +$23.7K +502 +6%

SHM Hedge Fund Activity: Q2 2024 in Review

419 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q2 2024, worth a combined $3.63B — down 0.51% from $3.65B a quarter earlier.

Fund positioning in SHM was balanced in Q2 2024: 31 funds opened new positions, 31 closed out, 124 added to existing stakes and 181 trimmed.

The largest buyer was Betterment LLC, opening a new position worth an estimated $63.6M. The largest seller was Goldman Sachs, cutting an estimated $82.3M.

  • 419 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q2 2024, down from 424 in Q1 2024.
  • Funds reported $3.63B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q2 2024, down 0.51% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q2 2024 and 31 closed out, a net change of 0 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q2 2024 was Betterment LLC, an estimated $63.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q2 2024 was Goldman Sachs, an estimated $82.3M sold.

Based on aggregated 13F filings for Q2 2024.