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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
DIA
76
Davidson Investment Advisors
Montana
$3.65M +$2.34K +49 +0.1%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$3.57M +$484K +10,143 +16%
SIM
78
Studio Investment Management
Illinois
$3.53M -$650K -13,610 -15%
RIM
79
RW Investment Management
Idaho
$3.51M -$305K -6,381 -8%
HW
80
Hancock Whitney
Mississippi
$3.51M +$66.3K +1,390 +2%
DA
81
Detalus Advisors
Missouri
$3.46M +$164K +3,439 +5%
FIM
82
Freedom Investment Management
Connecticut
$3.42M +$28.3K +593 +0.8%
MCM
83
MAI Capital Management
Ohio
$3.4M +$3.43M +71,767 New
LJAC
84
L.J. Altfest & Co
New York
$3.28M -$957K -20,051 -22%
DWM
85
Dakota Wealth Management
Florida
$3.2M +$592K +12,400 +23%
AAM
86
Ameraudi Asset Management
New York
$3.11M
CAG
87
Crestwood Advisors Group
Massachusetts
$3M +$653K +13,673 +28%
MWM
88
McNaughton Wealth Management
California
$2.89M +$161K +3,371 +6%
JCM
89
Janney Capital Management
Pennsylvania
$2.83M -$173K -3,626 -6%
AAS
90
Avantax Advisory Services
Texas
$2.8M +$163K +3,406 +6%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$2.74M +$527K +11,039 +24%
SW
92
SteelPeak Wealth
California
$2.68M -$14.2K -298 -0.5%
FPAS
93
Focus Partners Advisor Solutions
Missouri
$2.68M +$131K +2,738 +5%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$2.65M +$930K +19,483 +53%
TFG
95
Tilson Financial Group
New Jersey
$2.6M -$32.4K -679 -1%
EGA
96
Eagle Global Advisors
Texas
$2.59M +$47.7K +1,000 +2%
FIBT
97
First International Bank & Trust
North Dakota
$2.59M -$66.4K -1,392 -2%
Citadel Advisors
98
Citadel Advisors
Florida
$2.56M +$2.58M +54,004 New
DJSG
99
D.J. St. Germain
Massachusetts
$2.48M -$142K -2,984 -5%
AWM
100
Apollon Wealth Management
South Carolina
$2.44M -$553K -11,593 -18%

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.