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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
FTS
301
Fifth Third Securities
Ohio
$288K +$20.7K +438 +8%
EWA
302
ERTS Wealth Advisors
Michigan
$284K -$54.7K -1,161 -16%
HIMC
303
Heritage Investors Management Corp
Maryland
$283K
BAWC
304
Boyce & Associates Wealth Consulting
Texas
$283K +$17K +361 +6%
MNA
305
Manning & Napier Advisors
New York
$277K +$276K +5,862 New
MGIA
306
Moneta Group Investment Advisors
Missouri
$271K -$32.5K -690 -11%
CNC
307
Citizens & Northern Corp
Pennsylvania
$270K
KWM
308
Keebeck Wealth Management
Illinois
$267K -$132K -2,796 -33%
KDA
309
Kraft Davis & Associates
Missouri
$263K
HWA
310
HCR Wealth Advisors
California
$260K -$212K -4,500 -45%
IP
311
Intellectus Partners
California
$258K
VWA
312
Visionary Wealth Advisors
Illinois
$257K -$236 -5 -0.1%
RT
313
Rockland Trust
Massachusetts
$252K -$27.3K -580 -10%
ATI
314
ARK & TLK Investments
Oklahoma
$250K +$10.8K +228 +5%
HCM
315
Hengehold Capital Management
Ohio
$250K
AI
316
Auour Investments
Massachusetts
$244K +$8.53K +181 +4%
GIM
317
Goelzer Investment Management
Indiana
$243K
CAI
318
Capital Advisors Inc
Oklahoma
$241K
LFAS
319
Level Four Advisory Services
Texas
$240K -$87.2K -1,850 -27%
VCM
320
Vivaldi Capital Management
Illinois
$238K -$16K -339 -6%
SL
321
Sentinus LLC
Illinois
$234K +$10.1K +215 +5%
SWM
322
Spire Wealth Management
Virginia
$233K
BBHC
323
Brown Brothers Harriman & Co
New York
$233K +$233K +4,943 New
HNB
324
Huntington National Bank
Ohio
$233K
SHJ
325
Sharkey, Howes & Javer
Colorado
$233K -$80.5K -1,707 -26%

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.