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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
CPA
426
Cardiff Park Advisors
California
-$718K -15,126 Closed
Bank of New York Mellon
427
Bank of New York Mellon
New York
-$713K -15,032 Closed
MFA
428
Morling Financial Advisors
California
-$492K -10,375 Closed
VPIM
429
Vanguard Personalized Indexing Management
California
-$492K -10,375 Closed
FFO
430
Fiduciary Family Office
Florida
-$446K -9,404 Closed
ARC
431
Advisor Resource Council
Texas
-$446K -9,325 Closed
RVPG
432
Relative Value Partners Group
-$439K -9,217 Closed
RWA
433
Redhawk Wealth Advisors
Minnesota
-$404K -8,516 Closed
B
434
Bailard
California
-$404K -8,509 Closed
JWCA
435
J.W. Cole Advisors
Florida
-$391K -8,252 Closed
KFGK
436
Keystone Financial Group (Kentucky)
Kentucky
-$357K -7,517 Closed
ECM
437
Exchange Capital Management
Michigan
-$335K -7,065 Closed
BRWA
438
B. Riley Wealth Advisors
Florida
-$304K -6,571 Closed
RWP
439
RWA Wealth Partners
Massachusetts
-$272K -5,740 Closed
FAT
440
First American Trust
California
-$255K -5,383 Closed
SVWG
441
Shared Vision Wealth Group
United States
-$229K -4,821 Closed
M
442
MYeCFO
California
-$228K -4,800 Closed
OFS
443
OneAscent Financial Services
Alabama
-$211K -4,445 Closed
TCA
444
Transcend Capital Advisors
New Jersey
-$209K -4,415 Closed
CRC
445
Curi RMB Capital
Illinois
-$204K -4,297 Closed
TLA
446
Tanglewood Legacy Advisors
Texas
-$116K -2,453 Closed
AWM
447
Avior Wealth Management
Nebraska
-$90.6K -1,909 Closed
CFO
448
CVA Family Office
Colorado
-$52.9K -1,115 Closed
WIC
449
Woodmont Investment Counsel
Tennessee
-$20.1K -424 Closed
ETS
450
ESL Trust Services
New York
-$15.6K -328 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.