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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
PWAM
351
Private Wealth Asset Management
Iowa
$65.1K +$65.1K +1,367 New
BCM
352
Blume Capital Management
California
$64.2K
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.6K
PB
354
Pinnacle Bancorp
Nebraska
$63.5K -$18.7K -392 -23%
PTC
355
Private Trust Company
Ohio
$59.6K -$8.29K -174 -12%
CIAS
356
Capital Investment Advisory Services
North Carolina
$54.7K +$54.8K +1,150 New
FUBT
357
First United Bank & Trust
Maryland
$44K
CAWM
358
Capital A Wealth Management
Pennsylvania
$43.4K -$8.48K -178 -16%
NS
359
NBC Securities
Alabama
$33K +$34K +713 New
IBOK
360
Independence Bank of Kentucky
Kentucky
$30.2K
1IA
361
1620 Investment Advisors
Massachusetts
$28.6K
AG
362
AmeriFlex Group
Nevada
$27.2K +$95 +2 +0.4%
MSG
363
Main Street Group
Virginia
$26.9K +$95 +2 +0.4%
DCM
364
Davis Capital Management
Florida
$26.2K
T
365
Transce3nd
Texas
$25.7K -$7.14K -150 -22%
HCM
366
Hollencrest Capital Management
California
$25.4K
AC
367
AlphaCore Capital
California
$24.6K +$24.6K +516 New
NB
368
NBT Bank
New York
$24.5K
GWS
369
Greykasell Wealth Strategies
California
$24.2K +$24.2K +509 New
RA
370
Rise Advisors
New York
$24.1K +$95 +2 +0.4%
AWM
371
Angeles Wealth Management
California
$23.3K
PWMG
372
Private Wealth Management Group
New Jersey
$23.1K -$2.14K -45 -8%
BC
373
Barrett & Company
Rhode Island
$22.7K
AWM
374
AllSquare Wealth Management
New York
$19K
BSB
375
Bangor Savings Bank
Maine
$18.8K -$524 -11 -3%

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.