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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
BL
401
Balentine LLC
Georgia
$13.9K
NP
402
NorthRock Partners
Minnesota
$11.8K -$83.5K -1,772 -88%
HGERS
403
Householder Group Estate & Retirement Specialist
Arizona
$10K +$47 +1 +0.4%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$9.25K -$1.49M -31,596 -99%
NRC
405
New Republic Capital
North Carolina
$8.12K +$754 +16 +10%
RIL
406
Rothschild Investment LLC
Illinois
$7.97K +$7.97K +169 New
KFS
407
Kelly Financial Services
Massachusetts
$7.74K -$2.45K -52 -24%
APC
408
Aspire Private Capital
North Carolina
$6.87K +$47 +1 +0.7%
FRA
409
Front Row Advisors
California
$5.66K -$14.3K -303 -72%
BTI
410
Blue Trust Inc
Georgia
$4.79K
LFA
411
LGT Financial Advisors
Texas
$4.06K -$1.75K -37 -30%
CIAS
412
CBIZ Investment Advisory Services
Ohio
$3.88K
GEA
413
Glen Eagle Advisors
New Jersey
$3.48K +$47 +1 +1%
IHWM
414
Iron Horse Wealth Management
Iowa
$2.17K
S
415
SignatureFD
Georgia
$1.86K +$47 +1 +3%
SS
416
Sunbelt Securities
Texas
$1.6K
SRCM
417
Signature Resources Capital Management
California
$1.32K +$283 +6 +27%
NRG
418
Nemes Rush Group
Michigan
$1.04K +$1.04K +22 New
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$283
GCM
420
Gables Capital Management
Florida
$283 +$283 +6 New
DFA
421
DHJJ Financial Advisors
Illinois
$236 -$11.6K -245 -98%
TRCT
422
Tower Research Capital (TRC)
New York
$94 -$896 -19 -90%
FAM
423
Family Asset Management
South Carolina
$7
SC
424
Sykon Capital
New York
-$2.13M -44,827 Closed
OWA
425
One Wealth Advisors
California
-$855K -18,027 Closed

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.