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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
Cerity Partners
51
Cerity Partners
New York
$5.54M -$358K -7,514 -6%
CCG
52
Chatham Capital Group
Georgia
$5.54M -$81K -1,700 -1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$5.34M +$4.98M +104,655 +1,384%
BEI
54
Benjamin Edwards Inc
Missouri
$5.29M +$149K +3,119 +3%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$5.13M +$41.4K +870 +0.8%
Osaic Holdings
56
Osaic Holdings
Arizona
$4.93M +$1.07M +22,498 +28%
BCI
57
Brinker Capital Investments
Pennsylvania
$4.92M -$87.2K -1,830 -2%
OPS
58
Orion Portfolio Solutions
Nebraska
$4.92M -$87.2K -1,830 -2%
HAIM
59
Hunter Associates Investment Management
Pennsylvania
$4.91M -$324K -6,799 -6%
LCM
60
Leisure Capital Management
California
$4.85M +$236K +4,965 +5%
ACM
61
AUA Capital Management
Pennsylvania
$4.84M
TCM
62
TruNorth Capital Management
Michigan
$4.7M -$103K -2,158 -2%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$4.44M -$124K -2,600 -3%
BC
64
Brio Consultants
California
$4.22M -$537K -11,273 -11%
PPH
65
Pure Portfolios Holdings
Oregon
$4.2M +$204K +4,290 +5%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$3.88M -$125K -2,619 -3%
HFW
67
Horizon Family Wealth
Illinois
$3.67M +$1.33M +27,885 +57%
RIM
68
RW Investment Management
Idaho
$3.55M +$18.8K +394 +0.5%
MCM
69
MAI Capital Management
Ohio
$3.5M +$80.2K +1,684 +2%
SFA
70
Sequoia Financial Advisors
Ohio
$3.49M -$1.14M -24,010 -25%
HW
71
Hancock Whitney
Mississippi
$3.47M -$47.6K -1,000 -1%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$3.47M +$804K +16,887 +30%
DIA
73
Davidson Investment Advisors
Montana
$3.42M -$237K -4,986 -6%
CAG
74
Crestwood Advisors Group
Massachusetts
$3.41M +$398K +8,366 +13%
DWM
75
Dakota Wealth Management
Florida
$3.41M +$195K +4,100 +6%

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.