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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

408 hedge funds and large institutions have $3.18B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

0% more funds holding

Funds holding: 406408 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.47% less ownership

Funds ownership: 94.54%93.06% (-1.5%)

6% less capital invested

Capital invested by funds: $3.38B → $3.18B (-$200M)

33% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 178

Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
119
Reduced
178
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$13.8M -$2.98M -62,635 -18%
AWA
27
Alaska Wealth Advisors
Alaska
$13.7M -$755K -15,854 -5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$12M +$1.59M +33,368 +15%
TPCW
29
TD Private Client Wealth
New York
$11.8M -$500K -10,503 -4%
ONB
30
Old National Bancorp
Indiana
$11.3M -$1M -21,046 -8%
CI
31
CX Institutional
Indiana
$11M +$118K +2,481 +1%
Ameriprise
32
Ameriprise
Minnesota
$10.7M +$840K +17,635 +9%
AF
33
Allworth Financial
California
$10.6M -$741K -15,553 -6%
Truist Financial
34
Truist Financial
North Carolina
$10.6M -$1.63M -34,244 -13%
Raymond James Financial
35
Raymond James Financial
Florida
$10.4M -$840K -17,642 -7%
Citigroup
36
Citigroup
New York
$10.2M -$1.31M -27,455 -11%
AssetMark Inc
37
AssetMark Inc
California
$8.63M +$1.29M +27,142 +18%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$7.74M -$1.3M -27,300 -14%
FFA
39
Farther Finance Advisors
California
$7.28M -$749K -15,735 -9%
SP
40
Symmetry Partners
Connecticut
$6.92M +$346K +7,266 +5%
IWC
41
Integrated Wealth Concepts
Massachusetts
$6.82M +$1.89M +39,708 +38%
CFB
42
Cullen/Frost Bankers
Texas
$6.69M -$484K -10,152 -7%
MWM
43
MY Wealth Management
Maryland
$6.57M -$16.6K -348 -0.3%
EWM
44
Empirical Wealth Management
Washington
$6.49M -$926K -19,431 -12%
ST
45
Smithfield Trust
Pennsylvania
$6.32M -$98.6K -2,069 -2%
G
46
GenTrust
Florida
$6.1M +$193K +4,059 +3%
AC
47
Apella Capital
Connecticut
$6M -$971K -20,388 -14%
FG
48
Foster Group
Iowa
$5.99M -$19.3K -405 -0.3%
SWA
49
Strategies Wealth Advisors
Michigan
$5.99M -$56.7K -1,190 -0.9%
BPA
50
Beacon Pointe Advisors
California
$5.79M -$297K -6,230 -5%

SHM Hedge Fund Activity: Q1 2025 in Review

408 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q1 2025, worth a combined $3.18B — down 5.9% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHM positions and 29 closed out — a net gain of 7 holders — while 119 added to existing stakes and 178 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $15.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $41.5M.

  • 408 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q1 2025, up from 406 in Q4 2024.
  • Funds reported $3.18B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q1 2025 was Goldman Sachs, an estimated $15.1M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q1 2025 was Commonwealth Equity Services, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2025.