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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
RIM
76
RW Investment Management
Idaho
$3.88M -$293K -6,143 -7%
ML
77
McAdam LLC
Pennsylvania
$3.87M +$241K +5,054 +7%
PPH
78
Pure Portfolios Holdings
Oregon
$3.82M +$3.79M +79,391 New
DIA
79
Davidson Investment Advisors
Montana
$3.7M -$221K -4,638 -6%
AIA
80
Alera Investment Advisors
Illinois
$3.51M +$80.7K +1,691 +2%
HW
81
Hancock Whitney
Mississippi
$3.49M -$657K -13,768 -16%
HighTower Advisors
82
HighTower Advisors
Illinois
$3.49M -$110K -2,310 -3%
FIM
83
Freedom Investment Management
Connecticut
$3.44M -$81.2K -1,701 -2%
KAS
84
Kestra Advisory Services
Texas
$3.37M -$288K -6,026 -8%
DA
85
Detalus Advisors
Missouri
$3.35M -$115K -2,414 -3%
AAM
86
Ameraudi Asset Management
New York
$3.16M
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$3.13M -$140K -2,941 -4%
JCM
88
Janney Capital Management
Pennsylvania
$3.04M +$6.78K +142 +0.2%
AWM
89
Apollon Wealth Management
South Carolina
$3.04M -$54.4K -1,139 -2%
MWM
90
McNaughton Wealth Management
California
$2.77M +$154K +3,218 +6%
PWM
91
Paulson Wealth Management
Illinois
$2.74M -$1.03M -21,541 -27%
SW
92
SteelPeak Wealth
California
$2.74M -$125K -2,626 -4%
FIBT
93
First International Bank & Trust
North Dakota
$2.7M -$193K -4,051 -7%
TFG
94
Tilson Financial Group
New Jersey
$2.68M -$3.34K -70 -0.1%
AAS
95
Avantax Advisory Services
Texas
$2.68M -$1.48M -31,093 -36%
RJA
96
Raymond James & Associates
Florida
$2.67M -$258K -5,404 -9%
DJSG
97
D.J. St. Germain
Massachusetts
$2.66M -$85.7K -1,795 -3%
SA
98
Sanctuary Advisors
Indiana
$2.66M -$1.53M -32,017 -36%
DWM
99
Dakota Wealth Management
Florida
$2.65M +$666K +13,941 +34%
FPAS
100
Focus Partners Advisor Solutions
Missouri
$2.59M +$2.56M +53,716 New

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.