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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
RIM
76
RW Investment Management
Idaho
$4.09M -$24.7K -523 -0.6%
HW
77
Hancock Whitney
Mississippi
$4.07M -$299K -6,352 -7%
ST
78
Smithfield Trust
Pennsylvania
$3.95M -$578K -12,256 -13%
ES
79
Eagle Strategies
New York
$3.94M +$3.53M +74,849 +875%
KL
80
KWMG LLC
Kansas
$3.85M -$2.17K -46 -0.1%
DIA
81
Davidson Investment Advisors
Montana
$3.85M -$648K -13,752 -14%
CIM
82
Confluence Investment Management
Missouri
$3.77M +$201K +4,260 +6%
PWM
83
Paulson Wealth Management
Illinois
$3.71M -$295K -6,251 -7%
KAS
84
Kestra Advisory Services
Texas
$3.59M -$44.7K -947 -1%
ML
85
McAdam LLC
Pennsylvania
$3.56M +$291K +6,163 +9%
HighTower Advisors
86
HighTower Advisors
Illinois
$3.53M -$488K -10,340 -12%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$3.5M -$458K -9,723 -12%
FIM
88
Freedom Investment Management
Connecticut
$3.45M +$65K +1,379 +2%
DA
89
Detalus Advisors
Missouri
$3.4M -$449K -9,533 -12%
AIA
90
Alera Investment Advisors
Illinois
$3.36M +$3.36M +71,259 New
MI
91
Moneywise Inc
Virginia
$3.31M -$803K -17,025 -20%
MWC
92
MBM Wealth Consultants
Missouri
$3.23M +$356K +7,554 +12%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$3.22M -$40.9K -868 -1%
AAM
94
Ameraudi Asset Management
New York
$3.1M
AWM
95
Apollon Wealth Management
South Carolina
$3.03M -$907K -19,246 -23%
JCM
96
Janney Capital Management
Pennsylvania
$2.98M +$330 +7 +0%
RJA
97
Raymond James & Associates
Florida
$2.87M -$248K -5,256 -8%
FIBT
98
First International Bank & Trust
North Dakota
$2.83M +$140K +2,965 +5%
SW
99
SteelPeak Wealth
California
$2.81M -$403K -8,541 -13%
KPWS
100
Kestra Private Wealth Services
Texas
$2.69M -$27.5K -583 -1%

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.