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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
NEWAS
251
N.E.W. Advisory Services
Wisconsin
$438K +$15.6K +328 +4%
CAL
252
Capital Advisors Ltd
Ohio
$433K -$50.1K -1,051 -10%
SF
253
Synovus Financial
Georgia
$431K +$20.4K +429 +5%
AAP
254
Arax Advisory Partners
Colorado
$430K +$2.43K +51 +0.6%
JWM
255
JFG Wealth Management
Colorado
$419K -$127K -2,661 -23%
CAMG
256
CWA Asset Management Group
Florida
$414K
PI
257
Parkside Investments
Illinois
$411K -$564K -11,850 -58%
QWP
258
Quotient Wealth Partners
Texas
$405K -$135K -2,840 -25%
XF
259
XML Financial
Maryland
$403K
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$397K -$123K -2,589 -24%
EGM
261
Engineers Gate Manager
New York
$374K +$151K +3,176 +68%
EK
262
Evensky & Katz
Florida
$372K -$168K -3,536 -31%
OMC
263
Old Mission Capital
Illinois
$365K +$365K +7,668 New
SO
264
Sierra Ocean
California
$357K -$4.76K -100 -1%
BW
265
Balance Wealth
Ohio
$353K +$354K +7,425 New
FWP
266
Forefront Wealth Partners
Texas
$347K +$347K +7,295 New
BCWM
267
Bartlett & Co Wealth Management
Ohio
$346K
IWA
268
Icon Wealth Advisors
Texas
$346K
CPL
269
CAP Partners LLC
Tennessee
$344K -$14.1K -296 -4%
Fisher Asset Management
270
Fisher Asset Management
Washington
$336K +$336K +7,060 New
KeyBank National Association
271
KeyBank National Association
Ohio
$333K -$1.86K -39 -0.6%
RPA
272
Rock Point Advisors
Vermont
$333K
SMA
273
Sage Mountain Advisors
Georgia
$330K +$330K +6,929 New
JWA
274
JFS Wealth Advisors
Pennsylvania
$328K
WCP
275
Wealthcare Capital Partners
Pennsylvania
$322K +$8.81K +185 +3%

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.