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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
IC
326
IEQ Capital
California
$207K +$905 +19 +0.4%
WP
327
WealthShield Partners
North Carolina
$204K +$123K +2,584 +151%
TVM
328
True Vision MN
Minnesota
$202K
AWM
329
Austin Wealth Management
Texas
$202K -$56.8K -1,192 -22%
ATI
330
ARK & TLK Investments
Oklahoma
$202K -$1K -21 -0.5%
AFA
331
Avant Financial Advisors
Texas
$201K
EWA
332
EverSource Wealth Advisors
Alabama
$188K +$333 +7 +0.2%
RFS
333
Richardson Financial Services
Massachusetts
$182K +$21.9K +459 +14%
SWM
334
Spire Wealth Management
Virginia
$181K
SAM
335
Smartleaf Asset Management
Massachusetts
$159K +$155K +3,255 +3,321%
BL
336
BFSG LLC
California
$146K -$143 -3 -0.1%
KFP
337
Keener Financial Planning
Texas
$143K -$36.3K -762 -20%
IA
338
IFP Advisors
Florida
$128K +$90.6K +1,903 +240%
HNB
339
Huntington National Bank
Ohio
$126K
Deutsche Bank
340
Deutsche Bank
Germany
$122K -$5K -105 -4%
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$115K
BIG
342
Brooklyn Investment Group
New York
$113K -$48 -1 -0%
HI
343
Harbour Investments
Wisconsin
$107K -$39K -819 -27%
MIFH
344
Migdal Insurance & Financial Holdings
Israel
$100K
WPWM
345
Western Pacific Wealth Management
Illinois
$95.2K
GSWM
346
Golden State Wealth Management
California
$89.8K +$381 +8 +0.4%
CAL
347
Capital Analysts LLC
Pennsylvania
$85K -$4.63M -97,233 -98%
WSFS
348
Wilmington Savings Fund Society
Delaware
$83.1K -$7K -147 -8%
VWM
349
Valley Wealth Managers
New Jersey
$72.7K -$2.67K -56 -4%
RPCA
350
Running Point Capital Advisors
California
$65.3K

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.