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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
CAL
251
Capital Advisors Ltd
Ohio
$481K
IA
252
IFG Advisors
Missouri
$473K +$1.91K +40 +0.4%
WS
253
Wedbush Securities
California
$468K
AF
254
Apexium Financial
Texas
$467K -$81.4K -1,705 -15%
IA
255
IFG Advisory
Georgia
$465K +$468K +9,803 New
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$463K -$220K -4,601 -32%
LA
257
Lifeworks Advisors
Michigan
$445K
AI
258
Atria Investments
North Carolina
$444K +$19K +398 +4%
MSFS
259
Main Street Financial Solutions
Pennsylvania
$440K +$126K +2,645 +40%
AAP
260
Arax Advisory Partners
Colorado
$426K +$113K +2,359 +36%
PPWP
261
Proquility Private Wealth Partners
Nevada
$424K -$792K -16,594 -65%
FWM
262
FLP Wealth Management
Arkansas
$421K +$424K +8,890 New
NEWAS
263
N.E.W. Advisory Services
Wisconsin
$420K -$21.2K -445 -5%
CAMG
264
CWA Asset Management Group
Florida
$413K
SF
265
Synovus Financial
Georgia
$409K -$411K -8,608 -50%
MWC
266
MBM Wealth Consultants
Missouri
$406K -$3.57M -74,874 -90%
WMR
267
Wealth Management Resources
Rhode Island
$405K -$859 -18 -0.2%
XF
268
XML Financial
Maryland
$401K
Jones Financial Companies
269
Jones Financial Companies
Missouri
$386K +$133K +2,785 +52%
ALA
270
Atlas Legacy Advisors
California
$386K +$389K +8,139 New
OWA
271
One Wealth Advisors
California
$385K -$5.01K -105 -1%
SO
272
Sierra Ocean
California
$360K +$363K +7,598 New
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$358K -$742K -15,554 -67%
CPL
274
CAP Partners LLC
Tennessee
$357K +$1K +21 +0.3%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$345K

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.