We are live on ! Find out more
SHM icon

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

456 hedge funds and large institutions have $4.45B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 156 increasing their positions, 156 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.15% more ownership

Funds ownership: 89.43%93.58% (+4.1%)

0% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 156

4% less capital invested

Capital invested by funds: $4.66B → $4.45B (-$207M)

10% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 51

3% less funds holding

Funds holding: 468456 (-12)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
456
Holders Change
-12
Holders Change %
-2.56%
% of All Funds
7.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
46
Increased
156
Reduced
156
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
326
First Trust Advisors
Illinois
$332K -$14.9K -310 -4%
DI
327
Diligent Investors
California
$330K
DA
328
Detalus Advisors
Missouri
$327K
WA
329
Wealthstar Advisors
Texas
$323K -$94K -1,950 -22%
SFA
330
Sequoia Financial Advisors
Ohio
$314K -$8.44K -175 -3%
SW
331
SVB Wealth
Massachusetts
$312K -$29.3K -608 -8%
FG
332
Fiduciary Group
Georgia
$311K -$276K -5,725 -46%
SBH
333
Segall Bryant & Hamill
Illinois
$302K +$308K +6,388 New
YIA
334
YHB Investment Advisors
Connecticut
$300K
PWA
335
Physician Wealth Advisors
Utah
$300K +$310K +6,432 New
GIM
336
Greenwich Investment Management
Connecticut
$298K -$26.1K -541 -8%
MCM
337
Monarch Capital Management
Indiana
$297K
AIA
338
Alera Investment Advisors
Illinois
$295K
AA
339
Ancora Advisors
Ohio
$292K
CA
340
Calton & Associates
Florida
$290K -$43.7K -906 -13%
CAN
341
Cetera Advisor Networks
California
$290K +$26.5K +550 +10%
AllianceBernstein
342
AllianceBernstein
Tennessee
$288K -$43.7K -906 -13%
OAP
343
One Advisory Partners
Kansas
$288K +$294K +6,095 New
PWP
344
Personal Wealth Partners
Minnesota
$285K
AFC
345
AFT Forsyth & Company
Florida
$283K
CWM
346
Curi Wealth Management
North Carolina
$280K +$64K +1,327 +29%
ANBT
347
American National Bank & Trust
Texas
$274K
BDF
348
Black Diamond Financial
Maryland
$274K
FLPIM
349
F.L. Putnam Investment Management
Massachusetts
$274K +$27.7K +575 +11%
BOTW
350
Bank of the West
California
$273K -$2.17K -45 -0.8%

SHM Hedge Fund Activity: Q1 2022 in Review

456 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q1 2022, worth a combined $4.45B — down 4.4% from $4.66B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SHM and 46 opened new positions — a net loss of 5 holders — while 156 trimmed existing stakes and 156 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $202M. The largest seller was Jane Street, cutting an estimated $63M.

  • 456 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q1 2022, down from 468 in Q4 2021.
  • Funds reported $4.45B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q1 2022, down 4.4% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q1 2022 and 51 closed out, a net change of -5 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $202M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q1 2022 was Jane Street, an estimated $63M sold.

Based on aggregated 13F filings for Q1 2022.