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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

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: 401406 (+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: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MNA
301
Manning & Napier Advisors
New York
$278K
DI
302
Diligent Investors
California
$266K -$64.3K -1,347 -19%
MGIA
303
Moneta Group Investment Advisors
Missouri
$263K -$284K -5,946 -52%
ACA
304
Aptus Capital Advisors
Alabama
$261K +$114K +2,396 +77%
HWA
305
HCR Wealth Advisors
California
$261K
AWM
306
Austin Wealth Management
Texas
$260K +$261K +5,477 New
DWM
307
DecisionMap Wealth Management
Virginia
$258K +$260K +5,441 New
BAWC
308
Boyce & Associates Wealth Consulting
Texas
$251K -$3.34K -70 -1%
AO
309
Advisor OS
Illinois
$251K +$44.2K +925 +21%
TPWA
310
TRUE Private Wealth Advisors
Oregon
$251K -$73.1K -1,532 -22%
SHF
311
Stage Harbor Financial
Massachusetts
$249K +$251K +5,259 New
PFS
312
Prospera Financial Services
Texas
$248K -$143 -3 -0.1%
AI
313
Auour Investments
Massachusetts
$244K +$244K +5,110 New
CAI
314
Capital Advisors Inc
Oklahoma
$242K
VCM
315
Vivaldi Capital Management
Illinois
$240K
LW
316
Linscomb Wealth
Texas
$233K
SSWM
317
Sheets Smith Wealth Management
North Carolina
$227K
HNB
318
Huntington National Bank
Ohio
$225K
EGM
319
Engineers Gate Manager
New York
$222K +$224K +4,688 New
GI
320
GLOBALT Investments
Georgia
$222K
JSW
321
Journey Strategic Wealth
New Jersey
$212K +$213K +4,464 New
OWA
322
Octavia Wealth Advisors
Ohio
$211K
Neuberger Berman Group
323
Neuberger Berman Group
New York
$209K +$211K +4,420 New
IC
324
IEQ Capital
California
$205K +$1.62K +34 +0.8%
ATI
325
ARK & TLK Investments
Oklahoma
$202K

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.