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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

406 hedge funds and large institutions have $3.38B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 39

1% more funds holding

Funds holding: 401406 (+5)

1.22% more ownership

Funds ownership: 93.31%94.54% (+1.2%)

1% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 138

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less capital invested

Capital invested by funds: $3.41B → $3.38B (-$34.5M)

Holders
406
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
139
Reduced
138
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$588K -$829K -17,362 -58%
William Blair & Company
227
William Blair & Company
Illinois
$578K +$811 +17 +0.1%
EFS
228
Essex Financial Services
Connecticut
$575K
CA
229
Continuum Advisory
Idaho
$574K +$143 +3 +0%
LSL
230
Legacy Solutions LLC
Pennsylvania
$573K +$577K +12,094 New
RA
231
Riversedge Advisors
Delaware
$564K -$20.6K -431 -3%
SI
232
Seeds Investor
New York
$553K -$567K -11,873 -50%
JWM
233
JFG Wealth Management
Colorado
$544K +$174K +3,639 +46%
SF
234
Summit Financial
New Jersey
$539K +$543K +11,380 New
EK
235
Evensky & Katz
Florida
$538K +$2.15K +45 +0.4%
QWP
236
Quotient Wealth Partners
Texas
$537K -$89K -1,865 -14%
EFN
237
Equita Financial Network
Pennsylvania
$529K
BA
238
Bristlecone Advisors
Washington
$524K -$24.8K -520 -4%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$518K +$103K +2,152 +25%
MIM
240
Moseley Investment Management
Florida
$517K +$21.1K +441 +4%
HWMC
241
Heritage Wealth Management (California)
California
$516K +$97.6K +2,045 +23%
NWM
242
Northwest Wealth Management
Iowa
$500K
SWP
243
Strategic Wealth Partners
Ohio
$498K -$7.16K -150 -1%
AWP
244
Avid Wealth Partners
Texas
$497K +$501K +10,488 New
VIM
245
Vista Investment Management
Pennsylvania
$489K -$47.4K -994 -9%
LIM
246
Leavell Investment Management
Alabama
$488K -$119K -2,500 -20%
FHA
247
First Horizon Advisors
Tennessee
$486K +$175K +3,669 +56%
RCAG
248
Rehmann Capital Advisory Group
Michigan
$485K +$3.87K +81 +0.8%
TVAMP
249
Tennessee Valley Asset Management Partners
Tennessee
$484K -$20.4K -428 -4%
AC
250
Anson Capital
Georgia
$482K +$73.3K +1,535 +18%

SHM Hedge Fund Activity: Q4 2024 in Review

406 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q4 2024, worth a combined $3.38B — down 1% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SHM positions and 39 closed out — a net gain of 13 holders — while 139 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $143M. The largest seller was Morgan Stanley, cutting an estimated $158M.

  • 406 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q4 2024, up from 401 in Q3 2024.
  • Funds reported $3.38B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q4 2024, down 1% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q4 2024 and 39 closed out, a net change of +13 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q4 2024 was Bank of America, an estimated $143M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2024.