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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

419 hedge funds and large institutions have $3.63B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 94.57%95.91% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less capital invested

Capital invested by funds: $3.65B → $3.63B (-$18.5M)

1% less funds holding

Funds holding: 424419 (-5)

31% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 181

Holders
419
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
6.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
124
Reduced
181
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$119K
JFA
352
JNBA Financial Advisors
Minnesota
$108K
CHA
353
Carmichael Hill & Associates
Maryland
$107K
MIFH
354
Migdal Insurance & Financial Holdings
Israel
$99K
PO
355
Private Ocean
California
$96.5K
WPWM
356
Western Pacific Wealth Management
Illinois
$94.4K
GIA
357
GHP Investment Advisors
Colorado
$91.3K +$91.2K +1,934 New
WT
358
Whittier Trust
California
$86.5K
WP
359
WealthShield Partners
North Carolina
$80.8K -$41.1K -872 -34%
TCM
360
TD Capital Management
Tennessee
$78.4K
VWM
361
Valley Wealth Managers
New Jersey
$74.7K -$22.4K -475 -23%
RPCA
362
Running Point Capital Advisors
California
$64.7K
BCM
363
Blume Capital Management
California
$63.6K
UCB
364
United Community Bank
South Carolina
$62.5K
PTC
365
Private Trust Company
Ohio
$58.7K +$35.1K +744 +149%
PB
366
Pinnacle Bancorp
Nebraska
$57.3K +$11.9K +252 +26%
TCOV
367
Trust Company of Vermont
Vermont
$55.4K -$317K -6,719 -85%
BEI
368
Benjamin Edwards Inc
Missouri
$54K +$11.7K +248 +28%
OC
369
Oakworth Capital
Alabama
$47.4K
RDFA
370
Ritter Daniher Financial Advisory
Ohio
$47.2K +$47.1K +1,000 New
BlackRock
371
BlackRock
New York
$46.9K +$37.1K +787 +380%
AWM
372
Angeles Wealth Management
California
$44.8K +$23.1K +490 +107%
FUBT
373
First United Bank & Trust
Maryland
$43.7K -$11.8K -250 -21%
GWSA
374
Global Wealth Strategies & Associates
Colorado
$43.2K -$1.05M -22,270 -96%
GWM
375
Geneos Wealth Management
Colorado
$33.9K

SHM Hedge Fund Activity: Q2 2024 in Review

419 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q2 2024, worth a combined $3.63B — down 0.51% from $3.65B a quarter earlier.

Fund positioning in SHM was balanced in Q2 2024: 31 funds opened new positions, 31 closed out, 124 added to existing stakes and 181 trimmed.

The largest buyer was Betterment LLC, opening a new position worth an estimated $63.6M. The largest seller was Goldman Sachs, cutting an estimated $82.3M.

  • 419 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q2 2024, down from 424 in Q1 2024.
  • Funds reported $3.63B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q2 2024, down 0.51% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q2 2024 and 31 closed out, a net change of 0 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q2 2024 was Betterment LLC, an estimated $63.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q2 2024 was Goldman Sachs, an estimated $82.3M sold.

Based on aggregated 13F filings for Q2 2024.