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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

408 hedge funds and large institutions have $3.18B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

0% more funds holding

Funds holding: 406408 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.47% less ownership

Funds ownership: 94.54%93.06% (-1.5%)

6% less capital invested

Capital invested by funds: $3.38B → $3.18B (-$200M)

33% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 178

Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
119
Reduced
178
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
226
Northern Trust
Illinois
$590K +$590K +12,386 New
William Blair & Company
227
William Blair & Company
Illinois
$581K +$476 +10 +0.1%
LSL
228
Legacy Solutions LLC
Pennsylvania
$569K -$6.91K -145 -1%
HWMC
229
Heritage Wealth Management (California)
California
$569K +$50.2K +1,054 +10%
P
230
&Partners
Tennessee
$564K -$47.7K -1,002 -8%
RA
231
Riversedge Advisors
Delaware
$564K -$2.38K -50 -0.4%
SI
232
Seeds Investor
New York
$551K -$4.86K -102 -0.9%
SF
233
Summit Financial
New Jersey
$550K +$8.05K +169 +1%
AWM
234
Altus Wealth Management
Kentucky
$549K -$432K -9,079 -44%
EFN
235
Equita Financial Network
Pennsylvania
$532K
WMR
236
Wealth Management Resources
Rhode Island
$523K +$116K +2,440 +29%
EFS
237
Essex Financial Services
Connecticut
$522K -$56.2K -1,180 -10%
NWM
238
Northwest Wealth Management
Iowa
$505K +$2.24K +47 +0.4%
VIM
239
Vista Investment Management
Pennsylvania
$491K
LIM
240
Leavell Investment Management
Alabama
$491K
RCAG
241
Rehmann Capital Advisory Group
Michigan
$489K +$2.05K +43 +0.4%
MIM
242
Moseley Investment Management
Florida
$479K -$40.4K -849 -8%
IA
243
IFG Advisors
Missouri
$477K +$1.76K +37 +0.4%
WS
244
Wedbush Securities
California
$470K
IA
245
IFG Advisory
Georgia
$467K
CA
246
Continuum Advisory
Idaho
$467K -$110K -2,306 -19%
AF
247
Apexium Financial
Texas
$461K -$7.62K -160 -2%
TVAMP
248
Tennessee Valley Asset Management Partners
Tennessee
$453K -$33.4K -702 -7%
SB
249
Strategic Blueprint
Georgia
$452K -$191K -4,004 -30%
LA
250
Lifeworks Advisors
Michigan
$447K

SHM Hedge Fund Activity: Q1 2025 in Review

408 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q1 2025, worth a combined $3.18B — down 5.9% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHM positions and 29 closed out — a net gain of 7 holders — while 119 added to existing stakes and 178 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $15.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $41.5M.

  • 408 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q1 2025, up from 406 in Q4 2024.
  • Funds reported $3.18B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q1 2025 was Goldman Sachs, an estimated $15.1M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q1 2025 was Commonwealth Equity Services, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2025.