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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
AWM
376
AllSquare Wealth Management
New York
$19K
WA
377
WPG Advisers
Maryland
$17.6K +$17.8K +372 New
LFG
378
Larson Financial Group
Missouri
$17.3K +$143 +3 +0.8%
NP
379
NorthRock Partners
Minnesota
$17K +$95 +2 +0.6%
SFGP
380
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$16.9K +$17K +357 New
WCM
381
Winthrop Capital Management
Indiana
$16K
WTC
382
WhitTier Trust Company
Nevada
$15.4K
NWWA
383
New Wave Wealth Advisors
Arkansas
$15.1K +$15.2K +319 New
HNW
384
High Note Wealth
Minnesota
$10.5K +$10.6K +222 New
MBFW
385
Morton Brown Family Wealth
Pennsylvania
$8.25K
BlackRock
386
BlackRock
New York
$8.06K +$334 +7 +4%
PFA
387
Pillar Financial Advisors
Kentucky
$7.87K +$7.92K +166 New
FRA
388
Front Row Advisors
California
$5.69K
GM
389
GeoWealth Management
Illinois
$5.21K -$668 -14 -11%
BF
390
BOK Financial
Oklahoma
$5.16K
SAM
391
Smartleaf Asset Management
Massachusetts
$4.65K +$4.68K +98 New
ATC
392
Advantage Trust Company
Kansas
$4.59K +$4.63K +97 New
ME
393
McIlrath & Eck
Washington
$4.46K -$7.26K -152 -62%
LFA
394
LGT Financial Advisors
Texas
$4.13K +$48 +1 +1%
CIAS
395
CBIZ Investment Advisory Services
Ohio
$3.95K +$48 +1 +1%
GEA
396
Glen Eagle Advisors
New Jersey
$3.54K +$48 +1 +1%
RIL
397
Rothschild Investment LLC
Illinois
$3.27K
BTI
398
Blue Trust Inc
Georgia
$3.22K -$5.44K -114 -63%
AA
399
Ancora Advisors
Ohio
$2.23K +$2.24K +47 New
IHWM
400
Iron Horse Wealth Management
Iowa
$2.18K

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.