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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
PCIA
26
Prime Capital Investment Advisors
Kansas
$14.7M -$4.85M -102,791 -25%
GKWIM
27
Gerber Kawasaki Wealth & Investment Management
California
$13.2M +$1.21M +25,693 +10%
AF
28
Allworth Financial
California
$13.2M +$154K +3,274 +1%
Citigroup
29
Citigroup
New York
$12.7M -$1.6M -33,871 -11%
SP
30
Symmetry Partners
Connecticut
$12.1M +$5.16M +109,516 +75%
Truist Financial
31
Truist Financial
North Carolina
$11M +$446K +9,468 +4%
TNBTD
32
Trustmark National Bank Trust Department
Mississippi
$11M -$1.04M -22,023 -9%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$11M +$70.5K +1,495 +0.6%
TPCW
34
TD Private Client Wealth
New York
$10.8M +$819K +17,378 +8%
Renaissance Technologies
35
Renaissance Technologies
New York
$9.96M +$1.33M +28,135 +15%
Ameriprise
36
Ameriprise
Minnesota
$9.75M -$360K -7,626 -4%
FFA
37
Farther Finance Advisors
California
$9.66M -$527K -11,169 -5%
AWA
38
Alaska Wealth Advisors
Alaska
$9.6M +$1.28M +27,222 +15%
BPA
39
Beacon Pointe Advisors
California
$9.16M +$469K +9,941 +5%
CI
40
CX Institutional
Indiana
$9M +$8.82M +187,079 +5,069%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$8.9M -$19.3K -409 -0.2%
CFB
42
Cullen/Frost Bankers
Texas
$8.44M +$246K +5,217 +3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$7.46M -$435K -9,217 -6%
EWM
44
Empirical Wealth Management
Washington
$7.43M -$243K -5,155 -3%
AssetMark Inc
45
AssetMark Inc
California
$7.42M -$172K -3,645 -2%
KIM
46
Karpus Investment Management
New York
$7.2M +$861K +18,265 +14%
AC
47
Apella Capital
Connecticut
$6.81M -$17.7K -375 -0.3%
MWM
48
MY Wealth Management
Maryland
$6.59M +$6.2M +131,434 +1,616%
BC
49
Brio Consultants
California
$6.55M +$178K +3,777 +3%
FG
50
Foster Group
Iowa
$6.15M -$298K -6,315 -5%

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.