SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

444 hedge funds and large institutions have $3.95B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
-26
Holders Change %
-5.53%
% of All Funds
7.68%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
49
Increased
129
Reduced
181
Closed
67
Calls
$281K
Puts
–
Net Calls
+$281K
Net Calls Change
+$281K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$71.5M
2
Wells Fargo
Wells Fargo
California
$226M
3
Goldman Sachs
Goldman Sachs
New York
$240M
4
UCFA
United Capital Financial Advisors
Texas
$181M
5
SHJ
Sharkey, Howes & Javer
Colorado
$15.6M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$8.29M
2
Bank of America
Bank of America
North Carolina
$773M
3
Morgan Stanley
Morgan Stanley
New York
$365M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$88.7M
5
B
Bailard
California
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRC
476
Relaxing Retirement Coach
Massachusetts
– -$321K -6,801 Closed
VCM
477
Versant Capital Management
Arizona
– -$298K -6,306 Closed
GIM
478
Greenwich Investment Management
Connecticut
– -$295K -6,235 Closed
SFA
479
Sequoia Financial Advisors
Ohio
– -$277K -5,858 Closed
BOTW
480
Bank of the West
California
– -$273K -5,770 Closed
PA
481
Pinnacle Associates
New York
– -$259K -5,475 Closed
PWMAG
482
Pinnacle Wealth Management Advisory Group
New Jersey
– -$259K -5,475 Closed
MA
483
MBA Advisors
Pennsylvania
– -$237K -5,007 Closed
AA
484
Apriem Advisors
California
– -$232K -4,917 Closed
FWM
485
FSA Wealth Management
Massachusetts
– -$222K -4,704 Closed
APIM
486
Agate Pass Investment Management
Washington
– -$220K -4,650 Closed
CWM
487
Collaborative Wealth Management
Florida
– -$218K -4,623 Closed
AA
488
Ancora Advisors
Ohio
– -$216K -4,562 Closed
RWA
489
Ropes Wealth Advisors
Massachusetts
– -$214K -4,538 Closed
SP
490
Successful Portfolios
Florida
– -$210K -4,435 Closed
PFGIA
491
Patriot Financial Group Insurance Agency
Massachusetts
– -$209K -4,432 Closed
SFO
492
Stokes Family Office
Louisiana
– -$208K -4,406 Closed
Wealth Enhancement Advisory Services
493
Wealth Enhancement Advisory Services
Minnesota
– -$204K -4,303 Closed
TI
494
Tidal Investments
Wisconsin
– -$203K -4,300 Closed
BDF
495
Black Diamond Financial
Maryland
– -$202K -4,265 Closed
1IA
496
1834 Investment Advisors
Wisconsin
– -$123K -2,600 Closed
HWA
497
HHM Wealth Advisors
Tennessee
– -$70K -1,475 Closed
MA
498
Montag & Associates
Georgia
– -$53K -1,118 Closed
BWL
499
Bogart Wealth LLC
Virginia
– -$34K -726 Closed
PMFA
500
Plante Moran Financial Advisors
Michigan
– -$34K -710 Closed
17 18 19
20
21