We are live on ! Find out more
SHM icon

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

401 hedge funds and large institutions have $3.41B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.59% less ownership

Funds ownership: 95.91%93.31% (-2.6%)

4% less funds holding

Funds holding: 419401 (-18)

6% less capital invested

Capital invested by funds: $3.63B → $3.41B (-$216M)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

Holders
401
Holders Change
-18
Holders Change %
-4.3%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
114
Reduced
169
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Riversedge Advisors
Delaware
$593K +$46.2K +967 +9%
William Blair & Company
227
William Blair & Company
Illinois
$586K -$111K -2,329 -16%
EFS
228
Essex Financial Services
Connecticut
$581K +$42.7K +895 +8%
CA
229
Continuum Advisory
Idaho
$577K -$2.58K -54 -0.4%
T
230
Tidemark
California
$573K +$118K +2,479 +26%
AWM
231
Altus Wealth Management
Kentucky
$568K -$4.77K -100 -0.8%
BA
232
Bristlecone Advisors
Washington
$557K
CWA
233
Canvas Wealth Advisors
Kansas
$557K -$3.77K -79 -0.7%
AF
234
Apexium Financial
Texas
$556K -$6.11K -128 -1%
MGIA
235
Moneta Group Investment Advisors
Missouri
$553K +$274K +5,738 +100%
VIM
236
Vista Investment Management
Pennsylvania
$545K +$25.1K +525 +5%
EK
237
Evensky & Katz
Florida
$544K -$27.7K -580 -5%
EFN
238
Equita Financial Network
Pennsylvania
$538K
TVAMP
239
Tennessee Valley Asset Management Partners
Tennessee
$512K +$62.9K +1,317 +14%
SWP
240
Strategic Wealth Partners
Ohio
$510K -$148K -3,100 -23%
NWM
241
Northwest Wealth Management
Iowa
$508K
MIM
242
Moseley Investment Management
Florida
$504K -$14.5K -304 -3%
BNP Paribas Financial Markets
243
BNP Paribas Financial Markets
France
$492K +$488K +10,228 New
ASN
244
Advisory Services Network
Georgia
$492K
CAL
245
Capital Advisors Ltd
Ohio
$489K -$106K -2,230 -18%
RCAG
246
Rehmann Capital Advisory Group
Michigan
$489K +$2.63K +55 +0.5%
IA
247
IFG Advisors
Missouri
$479K -$18.1K -380 -4%
WS
248
Wedbush Securities
California
$475K -$14.3K -299 -3%
LA
249
Lifeworks Advisors
Michigan
$452K +$448K +9,384 New
PS
250
Principal Securities
Iowa
$449K +$15.5K +325 +4%

SHM Hedge Fund Activity: Q3 2024 in Review

401 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2024, worth a combined $3.41B — down 6% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SHM and 29 opened new positions — a net loss of 14 holders — while 169 trimmed existing stakes and 114 added.

The largest buyer was Bank of America, adding an estimated $14.2M. The largest seller was Wells Fargo, cutting an estimated $178M.

  • 401 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2024, down from 419 in Q2 2024.
  • Funds reported $3.41B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2024, down 6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2024 and 43 closed out, a net change of -14 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2024 was Bank of America, an estimated $14.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.