We are live on ! Find out more
SHM icon

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
PCIA
26
Prime Capital Investment Advisors
Kansas
$14.5M +$444K +9,310 +3%
AWA
27
Alaska Wealth Advisors
Alaska
$14.4M +$4.06M +85,029 +39%
ONB
28
Old National Bancorp
Indiana
$12.3M -$1.72M -36,048 -12%
TPCW
29
TD Private Client Wealth
New York
$12.3M +$1.49M +31,115 +14%
Truist Financial
30
Truist Financial
North Carolina
$12.1M +$845K +17,696 +7%
Citigroup
31
Citigroup
New York
$11.5M -$1.7M -35,539 -13%
AF
32
Allworth Financial
California
$11.4M -$1.18M -24,824 -9%
Raymond James Financial
33
Raymond James Financial
Florida
$11.2M +$11.2M +235,441 New
CI
34
CX Institutional
Indiana
$10.9M +$1.43M +29,945 +15%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$10.3M -$386K -8,081 -4%
Ameriprise
36
Ameriprise
Minnesota
$9.82M -$43.8K -917 -0.4%
TNBTD
37
Trustmark National Bank Trust Department
Mississippi
$9M +$2.39K +50 +0%
FFA
38
Farther Finance Advisors
California
$8M -$1.06M -22,160 -12%
EWM
39
Empirical Wealth Management
Washington
$7.38M +$65K +1,362 +0.9%
AssetMark Inc
40
AssetMark Inc
California
$7.3M -$188K -3,932 -2%
CFB
41
Cullen/Frost Bankers
Texas
$7.14M -$1.22M -25,523 -14%
AC
42
Apella Capital
Connecticut
$7.02M -$294K -6,155 -4%
MWM
43
MY Wealth Management
Maryland
$6.56M -$24.1K -505 -0.4%
SP
44
Symmetry Partners
Connecticut
$6.55M +$2.16M +45,207 +49%
ST
45
Smithfield Trust
Pennsylvania
$6.39M +$2.44M +51,092 +61%
BPA
46
Beacon Pointe Advisors
California
$6.06M -$1.6M -33,446 -21%
SWA
47
Strategies Wealth Advisors
Michigan
$6.06M -$637K -13,348 -10%
FG
48
Foster Group
Iowa
$5.98M -$25.6K -537 -0.4%
G
49
GenTrust
Florida
$5.88M -$5.2K -109 -0.1%
Cerity Partners
50
Cerity Partners
New York
$5.87M +$310K +6,500 +6%

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.