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
CCG
51
Chatham Capital Group
Georgia
$5.85M
Charles Schwab
52
Charles Schwab
California
$5.76M -$89.7K -1,879 -2%
Cerity Partners
53
Cerity Partners
New York
$5.65M +$387K +8,114 +7%
BC
54
Brio Consultants
California
$5.65M -$1.03M -21,474 -15%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$5.34M -$2.26M -47,255 -30%
ACM
56
AUA Capital Management
Pennsylvania
$5.26M
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$5.14M +$1.55M +32,523 +44%
BCI
58
Brinker Capital Investments
Pennsylvania
$5.03M -$62K -1,298 -1%
OPS
59
Orion Portfolio Solutions
Nebraska
$5.03M -$62K -1,298 -1%
TCM
60
TruNorth Capital Management
Michigan
$4.98M +$194K +4,069 +4%
AWA
61
Aaron Wealth Advisors
Illinois
$4.93M
LCM
62
Leisure Capital Management
California
$4.72M +$142K +2,968 +3%
Osaic Holdings
63
Osaic Holdings
Arizona
$4.62M -$870K -18,220 -16%
CAL
64
Capital Analysts LLC
Pennsylvania
$4.59M -$83.2K -1,743 -2%
SP
65
Symmetry Partners
Connecticut
$4.47M -$7.77M -162,736 -64%
AWA
66
Aquire Wealth Advisors
Utah
$4.31M -$84.5K -1,770 -2%
LJAC
67
L.J. Altfest & Co
New York
$4.3M -$1.41M -29,488 -25%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$4.29M -$160K -3,348 -4%
Jane Street
69
Jane Street
New York
$4.25M -$22.7M -476,549 -84%
SIM
70
Studio Investment Management
Illinois
$4.24M -$69K -1,445 -2%
Comerica Bank
71
Comerica Bank
Texas
$4.23M +$21.4K +449 +0.5%
ST
72
Smithfield Trust
Pennsylvania
$4.03M
MWC
73
MBM Wealth Consultants
Missouri
$4.02M +$720K +15,084 +22%
CIM
74
Confluence Investment Management
Missouri
$4.01M +$168K +3,524 +4%
KL
75
KWMG LLC
Kansas
$4.01M +$77.7K +1,628 +2%

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.