We are live on ! Find out more
SHM icon

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

401 hedge funds and large institutions have $3.41B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.59% less ownership

Funds ownership: 95.91%93.31% (-2.6%)

4% less funds holding

Funds holding: 419401 (-18)

6% less capital invested

Capital invested by funds: $3.63B → $3.41B (-$216M)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

Holders
401
Holders Change
-18
Holders Change %
-4.3%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
114
Reduced
169
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
26
Prime Capital Investment Advisors
Kansas
$14.2M -$736K -15,409 -5%
ONB
27
Old National Bancorp
Indiana
$14.2M -$2.29M -47,880 -14%
Citigroup
28
Citigroup
New York
$13.4M +$388K +8,136 +3%
AF
29
Allworth Financial
California
$12.7M -$631K -13,225 -5%
Truist Financial
30
Truist Financial
North Carolina
$11.5M +$207K +4,331 +2%
TPCW
31
TD Private Client Wealth
New York
$11M +$4.15K +87 +0%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$10.9M -$320K -6,699 -3%
AWA
33
Alaska Wealth Advisors
Alaska
$10.6M +$768K +16,085 +8%
Ameriprise
34
Ameriprise
Minnesota
$10M +$43.1K +902 +0.4%
CI
35
CX Institutional
Indiana
$9.6M +$408K +8,546 +4%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$9.47M +$393K +8,242 +4%
IWC
37
Integrated Wealth Concepts
Massachusetts
$9.2M +$7.75M +162,389 +567%
FFA
38
Farther Finance Advisors
California
$9.19M -$700K -14,668 -7%
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$9.14M -$2.05M -42,938 -18%
CFB
40
Cullen/Frost Bankers
Texas
$8.48M -$129K -2,712 -2%
BPA
41
Beacon Pointe Advisors
California
$7.77M -$1.57M -32,786 -17%
AssetMark Inc
42
AssetMark Inc
California
$7.61M +$34.8K +729 +0.5%
EWM
43
Empirical Wealth Management
Washington
$7.43M -$145K -3,030 -2%
AC
44
Apella Capital
Connecticut
$7.42M +$482K +10,097 +7%
SWA
45
Strategies Wealth Advisors
Michigan
$6.76M +$1.17M +24,512 +21%
MWM
46
MY Wealth Management
Maryland
$6.68M -$34.5K -722 -0.5%
FG
47
Foster Group
Iowa
$6.1M -$170K -3,561 -3%
BEI
48
Benjamin Edwards Inc
Missouri
$5.98M +$5.87M +123,004 +10,752%
G
49
GenTrust
Florida
$5.97M -$22.3K -467 -0.4%
HAIM
50
Hunter Associates Investment Management
Pennsylvania
$5.86M -$85.9K -1,800 -1%

SHM Hedge Fund Activity: Q3 2024 in Review

401 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2024, worth a combined $3.41B — down 6% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SHM and 29 opened new positions — a net loss of 14 holders — while 169 trimmed existing stakes and 114 added.

The largest buyer was Bank of America, adding an estimated $14.2M. The largest seller was Wells Fargo, cutting an estimated $178M.

  • 401 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2024, down from 419 in Q2 2024.
  • Funds reported $3.41B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2024, down 6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2024 and 43 closed out, a net change of -14 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2024 was Bank of America, an estimated $14.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.