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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

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: 401 → 406 (+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: 5 → 5 (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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$143M
2
Jane Street
Jane Street
New York
+$32.9M
3
QC
Quent Capital
New York
+$11.1M
4
KIM
Karpus Investment Management
New York
+$9.83M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.16M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$158M
2
Renaissance Technologies
Renaissance Technologies
New York
-$17.9M
3
Betterment LLC
Betterment LLC
New York
-$15.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.73M
5
Charles Schwab
Charles Schwab
California
-$5.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
276
Icon Wealth Advisors
Texas
$345K – – –
ASN
277
Advisory Services Network
Georgia
$336K -$159K -3,333 -32%
KeyBank National Association
278
KeyBank National Association
Ohio
$334K – – –
RPA
279
Rock Point Advisors
Vermont
$332K – – –
JWA
280
JFS Wealth Advisors
Pennsylvania
$327K – – –
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$324K -$13.7K -288 -4%
TSS
282
Two Sigma Securities
New York
$321K +$324K +6,782 New
VA
283
Valmark Advisers
Ohio
$314K +$316K +6,625 New
APIM
284
Agate Pass Investment Management
Washington
$313K -$61.9K -1,297 -16%
NWAG
285
Net Worth Advisory Group
Utah
$313K +$1.91K +40 +0.6%
WCP
286
Wealthcare Capital Partners
Pennsylvania
$312K +$314K +6,586 New
MHR
287
Matthew Hamilton Rosenberg
$310K – – –
VWM
288
Venturi Wealth Management
Texas
$310K – – –
SFC
289
Strategic Financial Concepts
Texas
$309K +$312K +6,526 New
CRWM
290
Castle Rock Wealth Management
California
$305K – – –
NLP
291
Next Level Private
New York
$301K – – –
PFPT
292
Pinnacle Financial Partners (Tennessee)
Tennessee
$300K – – –
PCH
293
PGIM Custom Harvest
New Jersey
$292K +$77.3K +1,620 +36%
DWT
294
Dorsey & Whitney Trust
South Dakota
$290K -$114K -2,388 -28%
AWP
295
Axis Wealth Partners
Rhode Island
$289K +$291K +6,095 New
SWP
296
Stratos Wealth Partners
Ohio
$288K +$290K +6,078 New
EWA
297
ERTS Wealth Advisors
Michigan
$285K – – –
Franklin Resources
298
Franklin Resources
California
$285K +$287K +6,005 New
HIMC
299
Heritage Investors Management Corp
Maryland
$284K – – –
WSCM
300
Wellington Shields Capital Management
New York
$281K – – –
10 11
12
13 14

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.