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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
WA
376
WPG Advisers
Maryland
$17.7K
SFGP
377
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$17K
WCM
378
Winthrop Capital Management
Indiana
$16K
WTC
379
WhitTier Trust Company
Nevada
$15.5K
ARC
380
Advisor Resource Council
Texas
$15.3K +$532K +11,165 New
1L
381
10Elms LLP
Oklahoma
$14.3K +$14.3K +300 New
CWM
382
Compass Wealth Management
Connecticut
$13.9K +$13.9K +291 New
AFS
383
Anderson Financial Strategies
Ohio
$10.7K +$10.7K +225 New
RF
384
Rossby Financial
Florida
$10.3K +$10.4K +218 New
MBFW
385
Morton Brown Family Wealth
Pennsylvania
$8.28K
PFA
386
Pillar Financial Advisors
Kentucky
$7.9K
LFG
387
Larson Financial Group
Missouri
$6.88K -$10.5K -221 -60%
AIP
388
Ameritas Investment Partners
Nebraska
$6.19K -$125K -2,620 -95%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$6K +$6K +126 New
HNW
390
High Note Wealth
Minnesota
$5.81K -$4.76K -100 -45%
FRA
391
Front Row Advisors
California
$5.71K
BF
392
BOK Financial
Oklahoma
$5.19K
NP
393
NorthRock Partners
Minnesota
$5.12K -$11.9K -250 -70%
ME
394
McIlrath & Eck
Washington
$4.47K
CIAS
395
CBIZ Investment Advisory Services
Ohio
$3.98K +$48 +1 +1%
EB
396
Eastern Bank
Massachusetts
$3.67K +$3.67K +77 New
GEA
397
Glen Eagle Advisors
New Jersey
$3.57K
BlackRock
398
BlackRock
New York
$3.48K -$4.62K -97 -57%
RIL
399
Rothschild Investment LLC
Illinois
$3.28K
BTI
400
Blue Trust Inc
Georgia
$3.14K -$95 -2 -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.