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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
CPL
276
CAP Partners LLC
Tennessee
$353K +$896 +19 +0.3%
OPCM
277
Osborne Partners Capital Management
California
$347K
IWA
278
Icon Wealth Advisors
Texas
$346K
GT
279
Greenleaf Trust
Michigan
$343K +$343K +7,277 New
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$338K
DI
281
Disciplined Investments
Oklahoma
$337K
KeyBank National Association
282
KeyBank National Association
Ohio
$330K
WMR
283
Wealth Management Resources
Rhode Island
$329K -$108K -2,285 -25%
DI
284
Diligent Investors
California
$328K +$47 +1 +0%
JWA
285
JFS Wealth Advisors
Pennsylvania
$325K -$3.06K -65 -0.9%
SFC
286
Strategic Financial Concepts
Texas
$322K +$21K +446 +7%
PA
287
Parallel Advisors
California
$315K -$5.56K -118 -2%
FHA
288
First Horizon Advisors
Tennessee
$311K
VWM
289
Venturi Wealth Management
Texas
$309K
MHR
290
Matthew Hamilton Rosenberg
$308K
AAP
291
Arax Advisory Partners
Colorado
$307K -$3.4K -72 -1%
CRWM
292
Castle Rock Wealth Management
California
$301K
NLP
293
Next Level Private
New York
$300K +$299K +6,348 New
PCH
294
PGIM Custom Harvest
New Jersey
$298K +$32.4K +687 +12%
SSWM
295
Sheets Smith Wealth Management
North Carolina
$296K -$101K -2,143 -25%
PFPT
296
Pinnacle Financial Partners (Tennessee)
Tennessee
$295K
AWS
297
Atria Wealth Solutions
New York
$295K -$3.3K -70 -1%
IF
298
Intrua Financial
Texas
$293K +$4.05K +86 +1%
LWP
299
Laurel Wealth Planning
Minnesota
$293K -$678K -14,379 -70%
MAC
300
Mason & Associates (California)
California
$289K -$38.5K -816 -12%

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.