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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
TVAMP
251
Tennessee Valley Asset Management Partners
Tennessee
$440K +$47K +997 +12%
NEWAS
252
N.E.W. Advisory Services
Wisconsin
$439K +$47 +1 +0%
SWP
253
Stratos Wealth Partners
Ohio
$439K -$44.4K -941 -9%
NA
254
NewEdge Advisors
Louisiana
$435K -$6.17M -130,756 -93%
TPWA
255
TRUE Private Wealth Advisors
Oregon
$434K -$278K -5,887 -39%
SC
256
Savant Capital
Illinois
$428K +$70.5K +1,495 +20%
BW
257
Bison Wealth
Georgia
$427K
PS
258
Principal Securities
Iowa
$425K -$47.1K -999 -10%
HSBC Holdings
259
HSBC Holdings
United Kingdom
$425K +$425K +9,004 New
AG
260
Ascent Group
Virginia
$424K +$69.5K +1,475 +20%
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$422K -$28.6K -607 -6%
PSCM
262
Per Stirling Capital Management
Texas
$420K
AC
263
Anson Capital
Georgia
$407K -$5.66K -120 -1%
Fidelity Investments
264
Fidelity Investments
Massachusetts
$406K +$127K +2,683 +45%
DWT
265
Dorsey & Whitney Trust
South Dakota
$402K -$85K -1,803 -17%
RPA
266
Rock Point Advisors
Vermont
$401K
SF
267
Synovus Financial
Georgia
$400K -$482K -10,233 -55%
XF
268
XML Financial
Maryland
$400K -$30K -637 -7%
HWMC
269
Heritage Wealth Management (California)
California
$395K +$2.4K +51 +0.6%
CICC
270
Capital Investment Counsel (Colorado)
Colorado
$385K -$114K -2,415 -23%
WSCM
271
Wellington Shields Capital Management
New York
$378K
P
272
&Partners
Tennessee
$377K +$376K +7,984 New
JFGLC
273
Johnson Financial Group LLC (Colorado)
Colorado
$377K -$3.71M -78,787 -91%
JWM
274
JFG Wealth Management
Colorado
$370K -$1.94M -41,182 -84%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$363K

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.