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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

444 hedge funds and large institutions have $3.95B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 87.69%87.03% (-0.66%)

6% less funds holding

Funds holding: 470444 (-26)

6% less capital invested

Capital invested by funds: $4.22B → $3.95B (-$272M)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

27% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 67

29% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 181

Holders
444
Holders Change
-26
Holders Change %
-5.53%
% of All Funds
7.65%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
49
Increased
129
Reduced
181
Closed
67
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
276
Saxon Interests
Texas
$444K -$75.2K -1,593 -14%
ONSWM
277
Old North State Wealth Management
North Carolina
$438K +$755 +16 +0.2%
VCM
278
Vivaldi Capital Management
Illinois
$428K
CA
279
CapWealth Advisors
Tennessee
$427K -$107K -2,264 -20%
CCA
280
Clearwater Capital Advisors
Illinois
$426K
SWP
281
ShoreHaven Wealth Partners
New Jersey
$417K +$427K +9,053 New
CRWM
282
Castle Rock Wealth Management
California
$409K
PO
283
Private Ocean
California
$409K +$142 +3 +0%
CA
284
Claro Advisors
Massachusetts
$402K
LA
285
Latitude Advisors
Florida
$396K +$348K +7,378 +611%
HIC
286
Hartline Investment Corp
Illinois
$396K +$405K +8,585 New
BWM
287
BCS Wealth Management
Tennessee
$393K +$402K +8,524 New
JSA
288
Jacobson & Schmitt Advisors
Wisconsin
$391K +$400K +8,483 New
TC
289
Telemus Capital
Michigan
$390K -$6.42K -136 -2%
JFA
290
JNBA Financial Advisors
Minnesota
$389K +$142K +3,012 +55%
WA
291
Waddell & Associates
Tennessee
$377K -$49.2K -1,042 -11%
ASN
292
Advisory Services Network
Georgia
$376K -$78.5K -1,663 -17%
MWM
293
MY Wealth Management
Maryland
$375K -$4.9M -103,838 -93%
CA
294
Crewe Advisors
Utah
$373K
TCA
295
Transcend Capital Advisors
New Jersey
$371K +$379K +8,043 New
AIM
296
Alhambra Investment Management
Florida
$369K
WSCM
297
Wellington Shields Capital Management
New York
$369K
CL
298
CPWM LLC
Washington
$361K -$113K -2,385 -23%
BL
299
BFSG LLC
California
$357K +$708 +15 +0.2%
NGA
300
Naples Global Advisors
Florida
$350K -$130K -2,750 -27%

SHM Hedge Fund Activity: Q3 2022 in Review

444 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2022, worth a combined $3.95B — down 6.4% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SHM and 49 opened new positions — a net loss of 18 holders — while 181 trimmed existing stakes and 129 added.

The largest buyer was SEI Investments, adding an estimated $42.6M. The largest seller was Raymond James & Associates, cutting an estimated $106M.

  • 444 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2022, down from 470 in Q2 2022.
  • Funds reported $3.95B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2022 and 67 closed out, a net change of -18 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2022 was SEI Investments, an estimated $42.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2022 was Raymond James & Associates, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2022.