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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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$3.39M -$199K -4,183 -6%
LJAC
77
L.J. Altfest & Co
New York
$3.34M +$46.5K +976 +1%
AAM
78
Ameraudi Asset Management
New York
$3.34M +$208K +4,365 +7%
AG
79
Ascent Group
Virginia
$3.3M +$2M +42,076 +155%
DA
80
Detalus Advisors
Missouri
$3.24M -$234K -4,923 -7%
AWA
81
Aquire Wealth Advisors
Utah
$3.12M -$910K -19,097 -23%
JCM
82
Janney Capital Management
Pennsylvania
$2.93M +$89.5K +1,878 +3%
KAS
83
Kestra Advisory Services
Texas
$2.89M -$974K -20,447 -25%
EC
84
Elequin Capital
New York
$2.86M +$704K +14,779 +33%
HighTower Advisors
85
HighTower Advisors
Illinois
$2.82M -$847K -17,780 -23%
FIBT
86
First International Bank & Trust
North Dakota
$2.81M +$213K +4,464 +8%
PFBT
87
Parkside Financial Bank & Trust
Missouri
$2.78M +$27K +567 +1%
FPAS
88
Focus Partners Advisor Solutions
Missouri
$2.73M +$38.2K +801 +1%
MWM
89
McNaughton Wealth Management
California
$2.7M -$198K -4,164 -7%
AAS
90
Avantax Advisory Services
Texas
$2.66M -$149K -3,124 -5%
TFG
91
Tilson Financial Group
New Jersey
$2.62M +$381 +8 +0%
SW
92
SteelPeak Wealth
California
$2.6M -$87.4K -1,835 -3%
ML
93
McAdam LLC
Pennsylvania
$2.57M -$1.34M -28,087 -34%
Mariner
94
Mariner
Kansas
$2.45M +$250K +5,259 +11%
LWM
95
LJI Wealth Management
Indiana
$2.45M +$95 +2 +0%
CRFG
96
Columbia River Financial Group
Washington
$2.42M +$157K +3,294 +7%
DJSG
97
D.J. St. Germain
Massachusetts
$2.36M -$126K -2,637 -5%
US Bancorp
98
US Bancorp
Minnesota
$2.31M +$21K +441 +0.9%
BOPW
99
Brandywine Oak Private Wealth
Pennsylvania
$2.3M -$29.1K -611 -1%
CIM
100
Confluence Investment Management
Missouri
$2.29M -$33.2K -697 -1%

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.