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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
GIA
351
GHP Investment Advisors
Colorado
$57.6K -$35.2K -737 -38%
TCOV
352
Trust Company of Vermont
Vermont
$56.6K
AWM
353
Avior Wealth Management
Nebraska
$54.5K +$54K +1,132 New
Bessemer Group
354
Bessemer Group
New Jersey
$52K +$51.3K +1,075 New
OC
355
Oakworth Capital
Alabama
$48.3K
OC
356
Oarsman Capital
Wisconsin
$45.7K +$45.4K +950 New
FUBT
357
First United Bank & Trust
Maryland
$44.5K
GWSA
358
Global Wealth Strategies & Associates
Colorado
$44K
NS
359
NBC Securities
Alabama
$34K +$95 +2 +0.3%
1IA
360
1620 Investment Advisors
Massachusetts
$28.9K
AFS
361
Annapolis Financial Services
Maryland
$28K
MSG
362
Main Street Group
Virginia
$26.9K -$6.16K -129 -19%
DCM
363
Davis Capital Management
Florida
$26.5K
IBOK
364
Independence Bank of Kentucky
Kentucky
$26.2K
HCM
365
Hollencrest Capital Management
California
$25.7K
GWM
366
Geneos Wealth Management
Colorado
$25.6K -$8.93K -187 -26%
PWMG
367
Private Wealth Management Group
New Jersey
$25.5K
CPA
368
Clear Point Advisors
New York
$25.1K +$95 +2 +0.4%
AWM
369
Angeles Wealth Management
California
$23.6K -$21.9K -459 -48%
RA
370
Rise Advisors
New York
$19.7K +$19.6K +410 New
BSB
371
Bangor Savings Bank
Maine
$19.5K -$1.91K -40 -9%
AWM
372
AllSquare Wealth Management
New York
$19.3K
WOSD
373
WFA of San Diego
California
$18.4K
IA
374
IFP Advisors
Florida
$17.9K
LFG
375
Larson Financial Group
Missouri
$17.5K +$48 +1 +0.3%

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.