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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
DJSG
101
D.J. St. Germain
Massachusetts
$2.69M -$291K -6,163 -10%
CTA
102
Chesley Taft & Associates
Illinois
$2.68M -$1.03M -21,925 -28%
TFG
103
Tilson Financial Group
New Jersey
$2.63M -$63.1K -1,339 -2%
IWM
104
IHT Wealth Management
Illinois
$2.57M +$109K +2,321 +4%
MWM
105
McNaughton Wealth Management
California
$2.57M -$8.11K -172 -0.3%
CAG
106
Crestwood Advisors Group
Massachusetts
$2.56M -$344K -7,295 -12%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$2.56M -$37.9K -804 -1%
EGA
108
Eagle Global Advisors
Texas
$2.53M
Corient Private Wealth
109
Corient Private Wealth
Florida
$2.47M +$44.4K +942 +2%
LWM
110
LJI Wealth Management
Indiana
$2.44M +$2.44M +51,651 New
US Bancorp
111
US Bancorp
Minnesota
$2.36M +$125K +2,650 +6%
BSW
112
Buckingham Strategic Wealth
Missouri
$2.36M -$204K -4,319 -8%
BOPW
113
Brandywine Oak Private Wealth
Pennsylvania
$2.35M +$892K +18,920 +61%
PAG
114
Private Advisor Group
New Jersey
$2.33M -$229K -4,854 -9%
JIR
115
James Investment Research
Ohio
$2.25M -$1.22M -25,863 -35%
OIA
116
OneDigital Investment Advisors
Kansas
$2.23M +$2.23M +47,287 New
PPWP
117
Premier Path Wealth Partners
New Jersey
$2.22M +$225K +4,768 +11%
RFO
118
RiverGlades Family Offices
Florida
$2.21M -$40.1K -850 -2%
HFW
119
Horizon Family Wealth
Illinois
$2.15M +$1.3M +27,636 +154%
TW
120
Traveka Wealth
California
$2.15M -$49.8K -1,056 -2%
KC
121
Kades & Cheifetz
Pennsylvania
$2.14M -$1.02M -21,539 -32%
RWM
122
Rockwood Wealth Management
Pennsylvania
$2.11M +$596K +12,632 +39%
CG
123
Clifford Group
Massachusetts
$2.09M -$251K -5,334 -11%
DAS
124
Dynamic Advisor Solutions
Arizona
$2.06M +$125K +2,661 +6%
PFBT
125
Parkside Financial Bank & Trust
Missouri
$2.02M +$27.2K +577 +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.