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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
IHWM
401
Iron Horse Wealth Management
Iowa
$2.19K
TFA
402
Transamerica Financial Advisors
Florida
$2K
GWSA
403
Global Wealth Strategies & Associates
Colorado
$1.71K -$40.3K -846 -96%
SS
404
Sunbelt Securities
Texas
$1.62K
CA
405
CoreCap Advisors
Michigan
$836 +$48 +1 +6%
TRCT
406
Tower Research Capital (TRC)
New York
$762 +$572 +12 +300%
SRCM
407
Signature Resources Capital Management
California
$524
GCM
408
Gables Capital Management
Florida
$286
CPG
409
Cornerstone Planning Group
New Jersey
$283 +$286 +6 New
DFA
410
DHJJ Financial Advisors
Illinois
$238
Russell Investments Group
411
Russell Investments Group
United Kingdom
$106 +$48 +1 +100%
KFGK
412
Keystone Financial Group (Kentucky)
Kentucky
-$3.8M -143,619 Closed
FTUS
413
Flow Traders U.S.
New York
-$4.16M -87,814 Closed
IAA
414
Independent Advisor Alliance
North Carolina
-$3.69M -77,777 Closed
Citadel Advisors
415
Citadel Advisors
Florida
-$2.56M -54,004 Closed
DADC
416
D.A. Davidson & Co
Montana
-$1.77M -37,330 Closed
IWMA
417
Ironwood Wealth Management (Arizona)
Arizona
-$835K -17,616 Closed
Corient Private Wealth
418
Corient Private Wealth
Florida
-$588K -12,416 Closed
Thrivent Financial for Lutherans
419
Thrivent Financial for Lutherans
Minnesota
-$463K -9,778 Closed
AI
420
Atria Investments
North Carolina
-$444K -9,377 Closed
MWC
421
MBM Wealth Consultants
Missouri
-$406K -8,555 Closed
APIM
422
Agate Pass Investment Management
Washington
-$313K -6,610 Closed
TPWA
423
TRUE Private Wealth Advisors
Oregon
-$251K -5,289 Closed
PFS
424
Prospera Financial Services
Texas
-$248K -5,225 Closed
AI
425
Auour Investments
Massachusetts
-$244K -5,110 Closed

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.