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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
NP
376
NorthRock Partners
Minnesota
$17.1K +$5.11K +107 +43%
WCM
377
Winthrop Capital Management
Indiana
$16K
WTC
378
WhitTier Trust Company
Nevada
$15.6K
BL
379
Balentine LLC
Georgia
$14.2K
ME
380
McIlrath & Eck
Washington
$11.8K -$8.64K -181 -42%
HGERS
381
Householder Group Estate & Retirement Specialist
Arizona
$10K +$95 +2 +0.9%
NRC
382
New Republic Capital
North Carolina
$9.34K +$1.05K +22 +13%
BTI
383
Blue Trust Inc
Georgia
$8.59K +$3.87K +81 +80%
MBFW
384
Morton Brown Family Wealth
Pennsylvania
$8.38K -$23.2K -486 -74%
BlackRock
385
BlackRock
New York
$7.85K -$39.7K -831 -84%
GM
386
GeoWealth Management
Illinois
$5.97K +$5.92K +124 New
FRA
387
Front Row Advisors
California
$5.78K
BF
388
BOK Financial
Oklahoma
$5.25K +$5.2K +109 New
LFA
389
LGT Financial Advisors
Texas
$4.16K
CIAS
390
CBIZ Investment Advisory Services
Ohio
$3.98K
GEA
391
Glen Eagle Advisors
New Jersey
$3.57K
RIL
392
Rothschild Investment LLC
Illinois
$3.32K -$4.77K -100 -59%
IHWM
393
Iron Horse Wealth Management
Iowa
$2.21K
APC
394
Aspire Private Capital
North Carolina
$2.02K -$4.96K -104 -71%
TFA
395
Transamerica Financial Advisors
Florida
$2K -$28.6K -600 -95%
S
396
SignatureFD
Georgia
$1.91K
SS
397
Sunbelt Securities
Texas
$1.64K
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$1.54K +$1.53K +32 New
CA
399
CoreCap Advisors
Michigan
$835 -$26.1K -546 -97%
TRCT
400
Tower Research Capital (TRC)
New York
$722 +$621 +13 +650%

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.