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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
CCG
51
Chatham Capital Group
Georgia
$5.59M -$172K -3,600 -3%
HAIM
52
Hunter Associates Investment Management
Pennsylvania
$5.2M -$573K -12,000 -10%
BEI
53
Benjamin Edwards Inc
Missouri
$5.11M -$774K -16,220 -13%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$5.06M -$196K -4,096 -4%
BCI
55
Brinker Capital Investments
Pennsylvania
$4.99M +$38.2K +800 +0.8%
OPS
56
Orion Portfolio Solutions
Nebraska
$4.99M +$38.2K +800 +0.8%
IWC
57
Integrated Wealth Concepts
Massachusetts
$4.91M -$4.17M -87,374 -46%
ACM
58
AUA Capital Management
Pennsylvania
$4.81M -$365K -7,646 -7%
TCM
59
TruNorth Capital Management
Michigan
$4.79M -$114K -2,397 -2%
BC
60
Brio Consultants
California
$4.74M -$827K -17,331 -15%
CAL
61
Capital Analysts LLC
Pennsylvania
$4.69M +$178K +3,727 +4%
SFA
62
Sequoia Financial Advisors
Ohio
$4.62M +$4.65M +97,431 New
LCM
63
Leisure Capital Management
California
$4.59M -$58.8K -1,231 -1%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$4.55M -$516K -10,814 -10%
FTUS
65
Flow Traders U.S.
New York
$4.16M +$4.19M +87,814 New
AWA
66
Aquire Wealth Advisors
Utah
$4.01M -$238K -4,993 -6%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$3.99M -$233K -4,873 -5%
PPH
68
Pure Portfolios Holdings
Oregon
$3.98M +$219K +4,589 +6%
ML
69
McAdam LLC
Pennsylvania
$3.89M +$78.4K +1,643 +2%
Osaic Holdings
70
Osaic Holdings
Arizona
$3.84M -$710K -14,878 -15%
KAS
71
Kestra Advisory Services
Texas
$3.84M +$523K +10,960 +16%
KFGK
72
Keystone Financial Group (Kentucky)
Kentucky
$3.8M +$6.56M +137,478 +2,239%
KL
73
KWMG LLC
Kansas
$3.72M -$226K -4,740 -6%
IAA
74
Independent Advisor Alliance
North Carolina
$3.69M +$3.71M +77,777 New
HighTower Advisors
75
HighTower Advisors
Illinois
$3.65M +$210K +4,407 +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.