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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

401 hedge funds and large institutions have $3.41B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.59% less ownership

Funds ownership: 95.91%93.31% (-2.6%)

4% less funds holding

Funds holding: 419401 (-18)

6% less capital invested

Capital invested by funds: $3.63B → $3.41B (-$216M)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

Holders
401
Holders Change
-18
Holders Change %
-4.3%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
114
Reduced
169
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TVM
326
True Vision MN
Minnesota
$204K -$9.26K -194 -4%
TPW
327
TL Private Wealth
Texas
$201K +$200K +4,192 New
EWA
328
EverSource Wealth Advisors
Alabama
$189K
NB
329
NBT Bank
New York
$186K +$184K +3,864 New
SWM
330
Spire Wealth Management
Virginia
$183K -$55K -1,153 -23%
ACA
331
Aptus Capital Advisors
Alabama
$150K -$35.9K -752 -19%
AIP
332
Ameritas Investment Partners
Nebraska
$150K
BL
333
BFSG LLC
California
$148K
HI
334
Harbour Investments
Wisconsin
$147K +$382 +8 +0.3%
KFP
335
Keener Financial Planning
Texas
$147K +$12.4K +260 +9%
HNB
336
Hilltop National Bank
Wyoming
$141K +$121K +2,530 +628%
Deutsche Bank
337
Deutsche Bank
Germany
$138K
CHA
338
Carmichael Hill & Associates
Maryland
$129K +$20K +418 +18%
WSFS
339
Wilmington Savings Fund Society
Delaware
$121K +$120K +2,509 New
LWCFA
340
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$119K
MIFH
341
Migdal Insurance & Financial Holdings
Israel
$101K
WPWM
342
Western Pacific Wealth Management
Illinois
$96.3K
WP
343
WealthShield Partners
North Carolina
$82.4K
TCM
344
TD Capital Management
Tennessee
$80K
VWM
345
Valley Wealth Managers
New Jersey
$76.2K
PTC
346
Private Trust Company
Ohio
$68.9K +$8.97K +188 +15%
PB
347
Pinnacle Bancorp
Nebraska
$66.3K +$7.78K +163 +13%
RPCA
348
Running Point Capital Advisors
California
$66K
BCM
349
Blume Capital Management
California
$64.9K
UCB
350
United Community Bank
South Carolina
$63.8K

SHM Hedge Fund Activity: Q3 2024 in Review

401 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2024, worth a combined $3.41B — down 6% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SHM and 29 opened new positions — a net loss of 14 holders — while 169 trimmed existing stakes and 114 added.

The largest buyer was Bank of America, adding an estimated $14.2M. The largest seller was Wells Fargo, cutting an estimated $178M.

  • 401 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2024, down from 419 in Q2 2024.
  • Funds reported $3.41B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2024, down 6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2024 and 43 closed out, a net change of -14 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2024 was Bank of America, an estimated $14.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.