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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
G
51
GenTrust
Florida
$5.88M -$214K -4,531 -4%
HAIM
52
Hunter Associates Investment Management
Pennsylvania
$5.83M
CCG
53
Chatham Capital Group
Georgia
$5.74M -$87.2K -1,850 -1%
Charles Schwab
54
Charles Schwab
California
$5.73M -$321K -6,807 -5%
LJAC
55
L.J. Altfest & Co
New York
$5.61M -$2.86M -60,658 -34%
SWA
56
Strategies Wealth Advisors
Michigan
$5.47M -$50.8K -1,077 -0.9%
Osaic Holdings
57
Osaic Holdings
Arizona
$5.39M -$916K -19,430 -15%
CM
58
Cercano Management
Washington
$5.19M
Cerity Partners
59
Cerity Partners
New York
$5.16M +$86.4K +1,832 +2%
ACM
60
AUA Capital Management
Pennsylvania
$5.16M -$6.04K -128 -0.1%
BCI
61
Brinker Capital Investments
Pennsylvania
$4.99M +$7.03K +149 +0.1%
OPS
62
Orion Portfolio Solutions
Nebraska
$4.99M +$7.03K +149 +0.1%
AWA
63
Aaron Wealth Advisors
Illinois
$4.83M
Mariner
64
Mariner
Kansas
$4.7M -$1.35M -28,564 -22%
TCM
65
TruNorth Capital Management
Michigan
$4.69M +$340K +7,205 +8%
CAL
66
Capital Analysts LLC
Pennsylvania
$4.58M +$88.2K +1,870 +2%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$4.56M +$3.96M +84,066 +665%
LCM
68
Leisure Capital Management
California
$4.49M -$315K -6,675 -7%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$4.38M +$762K +16,159 +21%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$4.36M -$1.1M -23,366 -20%
AWA
71
Aquire Wealth Advisors
Utah
$4.31M -$45.9K -974 -1%
SIM
72
Studio Investment Management
Illinois
$4.23M -$2.69K -57 -0.1%
SA
73
Sanctuary Advisors
Indiana
$4.13M +$4.14M +87,733 New
Comerica Bank
74
Comerica Bank
Texas
$4.13M -$54.9K -1,164 -1%
AAS
75
Avantax Advisory Services
Texas
$4.09M -$5.08M -107,823 -55%

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.