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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
TVM
326
True Vision MN
Minnesota
$202K +$955 +20 +0.5%
AFA
327
Avant Financial Advisors
Texas
$200K +$202K +4,230 New
EWA
328
EverSource Wealth Advisors
Alabama
$187K +$573 +12 +0.3%
MG
329
MilWealth Group
Wisconsin
$187K +$188K +3,944 New
SWM
330
Spire Wealth Management
Virginia
$180K
KFP
331
Keener Financial Planning
Texas
$178K +$33.5K +701 +23%
RFS
332
Richardson Financial Services
Massachusetts
$160K -$66.8K -1,399 -29%
HI
333
Harbour Investments
Wisconsin
$146K +$573 +12 +0.4%
BL
334
BFSG LLC
California
$145K
HNB
335
Hilltop National Bank
Wyoming
$139K
AIP
336
Ameritas Investment Partners
Nebraska
$130K -$17.2K -360 -12%
Deutsche Bank
337
Deutsche Bank
Germany
$126K -$9.98K -209 -7%
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$115K +$114K +2,390 +7,469%
BIG
339
Brooklyn Investment Group
New York
$112K +$113K +2,368 New
MIFH
340
Migdal Insurance & Financial Holdings
Israel
$100K
WPWM
341
Western Pacific Wealth Management
Illinois
$94.8K
WSFS
342
Wilmington Savings Fund Society
Delaware
$89.7K -$29.4K -616 -25%
GSWM
343
Golden State Wealth Management
California
$89K +$89.6K +1,878 New
PB
344
Pinnacle Bancorp
Nebraska
$81.8K +$16.6K +348 +25%
WP
345
WealthShield Partners
North Carolina
$81.1K
AWM
346
Avior Wealth Management
Nebraska
$77.1K +$23.6K +494 +44%
VWM
347
Valley Wealth Managers
New Jersey
$75K
PTC
348
Private Trust Company
Ohio
$67.6K -$286 -6 -0.4%
RPCA
349
Running Point Capital Advisors
California
$65K
LWCFA
350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64.3K -$54.9K -1,150 -46%

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.