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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
BCM
351
Blume Capital Management
California
$63.9K
FA
352
Fedenia Advisers
Wisconsin
$61.6K +$62.1K +1,300 New
WWA
353
Wingate Wealth Advisors
Massachusetts
$54.3K +$54.7K +1,145 New
BNP Paribas Financial Markets
354
BNP Paribas Financial Markets
France
$52.4K -$435K -9,123 -89%
CAWM
355
Capital A Wealth Management
Pennsylvania
$51.7K +$52K +1,090 New
Bessemer Group
356
Bessemer Group
New Jersey
$51K
OC
357
Oarsman Capital
Wisconsin
$45K
FUBT
358
First United Bank & Trust
Maryland
$43.8K
GWSA
359
Global Wealth Strategies & Associates
Colorado
$41.8K -$1.57K -33 -4%
IA
360
IFP Advisors
Florida
$37.6K +$20.2K +423 +114%
T
361
Transce3nd
Texas
$32.7K +$32.9K +689 New
IBOK
362
Independence Bank of Kentucky
Kentucky
$30.1K +$4.3K +90 +17%
VHAM
363
Van Hulzen Asset Management
California
$29.6K +$29.8K +625 New
1IA
364
1620 Investment Advisors
Massachusetts
$28.4K
AG
365
AmeriFlex Group
Nevada
$27.2K +$27.2K +569 New
MSG
366
Main Street Group
Virginia
$26.7K +$239 +5 +0.9%
DCM
367
Davis Capital Management
Florida
$26.1K
HCM
368
Hollencrest Capital Management
California
$25.3K
GWM
369
Geneos Wealth Management
Colorado
$25.2K
PWMG
370
Private Wealth Management Group
New Jersey
$25.1K
NB
371
NBT Bank
New York
$24.4K -$160K -3,350 -87%
RA
372
Rise Advisors
New York
$23.9K +$4.49K +94 +23%
AWM
373
Angeles Wealth Management
California
$23.2K
BC
374
Barrett & Company
Rhode Island
$22.6K +$22.7K +476 New
BSB
375
Bangor Savings Bank
Maine
$19.2K

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.