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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
SC
426
Savant Capital
Illinois
-$298K -6,186 Closed
BW
427
Bison Wealth
Georgia
-$279K -5,789 Closed
CNC
428
Citizens & Northern Corp
Pennsylvania
-$276K -5,732 Closed
KDA
429
Kraft Davis & Associates
Missouri
-$264K -5,535 Closed
VWA
430
Visionary Wealth Advisors
Illinois
-$263K -5,455 Closed
KIM
431
Kestra Investment Management
Texas
-$260K -5,393 Closed
BBHC
432
Brown Brothers Harriman & Co
New York
-$238K -4,943 Closed
BBWP
433
Beacon Bridge Wealth Partners
Pennsylvania
-$234K -4,864 Closed
RT
434
Rockland Trust
Massachusetts
-$226K -4,687 Closed
FA
435
FF Advisors
California
-$219K -4,570 Closed
KWM
436
Kingsview Wealth Management
Oregon
-$214K -4,436 Closed
TPW
437
TL Private Wealth
Texas
-$201K -4,192 Closed
TCM
438
TD Capital Management
Tennessee
-$80K -1,662 Closed
UCB
439
United Community Bank
South Carolina
-$63.8K -1,325 Closed
GIA
440
GHP Investment Advisors
Colorado
-$57.6K -1,197 Closed
TCOV
441
Trust Company of Vermont
Vermont
-$56.6K -1,175 Closed
OC
442
Oakworth Capital
Alabama
-$48.3K -1,004 Closed
NS
443
NBC Securities
Alabama
-$34K -709 Closed
CPA
444
Clear Point Advisors
New York
-$25.1K -522 Closed
BL
445
Balentine LLC
Georgia
-$14.2K -294 Closed
HGERS
446
Householder Group Estate & Retirement Specialist
Arizona
-$10K -227 Closed
NRC
447
New Republic Capital
North Carolina
-$9.34K -194 Closed
APC
448
Aspire Private Capital
North Carolina
-$2.02K -42 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.