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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
TFA
401
Transamerica Financial Advisors
Florida
$2K
S
402
SignatureFD
Georgia
$1.9K
SS
403
Sunbelt Securities
Texas
$1.61K
CA
404
CoreCap Advisors
Michigan
$829
SRCM
405
Signature Resources Capital Management
California
$521
GCM
406
Gables Capital Management
Florida
$284
DFA
407
DHJJ Financial Advisors
Illinois
$237
TRCT
408
Tower Research Capital (TRC)
New York
$190 -$525 -11 -73%
Russell Investments Group
409
Russell Investments Group
United Kingdom
$70
Charles Schwab
410
Charles Schwab
California
-$5.76M -119,592 Closed
AWA
411
Aaron Wealth Advisors
Illinois
-$4.93M -102,420 Closed
DAS
412
Dynamic Advisor Solutions
Arizona
-$2.11M -43,746 Closed
Northern Trust
413
Northern Trust
Illinois
-$2.1M -43,565 Closed
RWM
414
Rockwood Wealth Management
Pennsylvania
-$2.06M -42,850 Closed
SC
415
Sykon Capital
New York
-$1.85M -38,501 Closed
ARC
416
Advisor Resource Council
Texas
-$1.5M -31,110 Closed
SFWC
417
Strategic Family Wealth Counselors
New Jersey
-$1.39M -28,889 Closed
Prudential Financial
418
Prudential Financial
New Jersey
-$755K -15,692 Closed
HTC
419
Haverford Trust Company
Pennsylvania
-$747K -15,519 Closed
SL
420
Sentinus LLC
Illinois
-$793K -13,440 Closed
PSCM
421
Per Stirling Capital Management
Texas
-$429K -8,903 Closed
CICC
422
Capital Investment Counsel (Colorado)
Colorado
-$364K -7,563 Closed
OPCM
423
Osborne Partners Capital Management
California
-$354K -7,350 Closed
B
424
Bailard
California
-$338K -7,018 Closed
IF
425
Intrua Financial
Texas
-$299K -6,211 Closed

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.