We are live on ! Find out more
SHM icon

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
NS
376
NBC Securities
Alabama
$33K +$47 +1 +0.1%
MSG
377
Main Street Group
Virginia
$32.3K -$54.3K -1,151 -63%
MBFW
378
Morton Brown Family Wealth
Pennsylvania
$31.3K
TFA
379
Transamerica Financial Advisors
Florida
$30K
CWC
380
Carolinas Wealth Consulting
North Carolina
$28.8K +$28.8K +610 New
1IA
381
1620 Investment Advisors
Massachusetts
$28.3K +$28.3K +600 New
AFS
382
Annapolis Financial Services
Maryland
$27.4K
CA
383
CoreCap Advisors
Michigan
$26.6K +$25.7K +546 +3,212%
DCM
384
Davis Capital Management
Florida
$25.9K
IBOK
385
Independence Bank of Kentucky
Kentucky
$25.7K
HCM
386
Hollencrest Capital Management
California
$25.2K
PWMG
387
Private Wealth Management Group
New Jersey
$25K -$1.98K -42 -7%
CPA
388
Clear Point Advisors
New York
$24.5K +$141 +3 +0.6%
WIA
389
Wetzel Investment Advisors
Indiana
$23.7K
BSB
390
Bangor Savings Bank
Maine
$21K
ME
391
McIlrath & Eck
Washington
$20.1K
HNB
392
Hilltop National Bank
Wyoming
$19K
AWM
393
AllSquare Wealth Management
New York
$18.9K
CJ
394
Caitlin John
Michigan
$18.9K +$18.9K +400 New
WOSD
395
WFA of San Diego
California
$18.1K +$18.1K +383 New
IA
396
IFP Advisors
Florida
$17.5K
FPF
397
First Pacific Financial
Washington
$17.2K -$377 -8 -2%
LFG
398
Larson Financial Group
Missouri
$17.1K +$17.1K +362 New
WCM
399
Winthrop Capital Management
Indiana
$16K -$25K -531 -61%
WTC
400
WhitTier Trust Company
Nevada
$15.3K

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.