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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

408 hedge funds and large institutions have $3.18B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

0% more funds holding

Funds holding: 406408 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.47% less ownership

Funds ownership: 94.54%93.06% (-1.5%)

6% less capital invested

Capital invested by funds: $3.38B → $3.18B (-$200M)

33% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 178

Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
119
Reduced
178
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
301
Moneta Group Investment Advisors
Missouri
$264K
HWA
302
HCR Wealth Advisors
California
$262K
DI
303
Diligent Investors
California
$260K -$6.62K -139 -2%
BAWC
304
Boyce & Associates Wealth Consulting
Texas
$251K -$1.29K -27 -0.5%
SWP
305
Stratos Wealth Partners
Ohio
$251K -$38.8K -815 -13%
SHF
306
Stage Harbor Financial
Massachusetts
$250K
TWM
307
Topsail Wealth Management
North Carolina
$249K +$250K +5,239 New
CAI
308
Capital Advisors Inc
Oklahoma
$243K
VA
309
VestGen Advisors
Illinois
$243K +$243K +5,104 New
VCM
310
Vivaldi Capital Management
Illinois
$240K
JC
311
Jentner Corp
Ohio
$237K -$475K -9,968 -67%
LW
312
Linscomb Wealth
Texas
$234K
AO
313
Advisor OS
Illinois
$230K -$22.3K -468 -9%
Millennium Management
314
Millennium Management
New York
$229K +$230K +4,820 New
GI
315
GLOBALT Investments
Georgia
$223K
TSS
316
Two Sigma Securities
New York
$220K -$103K -2,161 -32%
SSWM
317
Sheets Smith Wealth Management
North Carolina
$218K -$9.53K -200 -4%
AWP
318
Avid Wealth Partners
Texas
$217K -$282K -5,929 -57%
JSW
319
Journey Strategic Wealth
New Jersey
$212K
OWA
320
Octavia Wealth Advisors
Ohio
$212K
DWM
321
DecisionMap Wealth Management
Virginia
$211K -$47.8K -1,004 -18%
WIA
322
World Investment Advisors
California
$211K +$211K +4,437 New
DWT
323
Dorsey & Whitney Trust
South Dakota
$211K -$80.7K -1,694 -28%
MAM
324
Mullooly Asset Management
New Jersey
$209K +$209K +4,381 New
HCP
325
Hardin Capital Partners
South Carolina
$208K +$208K +4,362 New

SHM Hedge Fund Activity: Q1 2025 in Review

408 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q1 2025, worth a combined $3.18B — down 5.9% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHM positions and 29 closed out — a net gain of 7 holders — while 119 added to existing stakes and 178 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $15.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $41.5M.

  • 408 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q1 2025, up from 406 in Q4 2024.
  • Funds reported $3.18B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q1 2025 was Goldman Sachs, an estimated $15.1M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q1 2025 was Commonwealth Equity Services, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2025.