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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
EGA
101
Eagle Global Advisors
Texas
$2.58M
BFA
102
Bragg Financial Advisors
North Carolina
$2.55M +$774K +16,210 +44%
LWM
103
LJI Wealth Management
Indiana
$2.48M -$9.45K -198 -0.4%
Mariner
104
Mariner
Kansas
$2.46M -$2.31M -48,441 -49%
US Bancorp
105
US Bancorp
Minnesota
$2.43M +$16.7K +350 +0.7%
CAG
106
Crestwood Advisors Group
Massachusetts
$2.39M -$221K -4,620 -9%
BOPW
107
Brandywine Oak Private Wealth
Pennsylvania
$2.37M -$29K -608 -1%
ES
108
Eagle Strategies
New York
$2.31M -$1.7M -35,508 -43%
JIR
109
James Investment Research
Ohio
$2.31M +$8.35K +175 +0.4%
CTA
110
Chesley Taft & Associates
Illinois
$2.26M -$473K -9,915 -17%
PFBT
111
Parkside Financial Bank & Trust
Missouri
$2.25M +$192K +4,022 +9%
RFO
112
RiverGlades Family Offices
Florida
$2.24M -$15.5K -324 -0.7%
HFW
113
Horizon Family Wealth
Illinois
$2.24M +$45.6K +956 +2%
PPWP
114
Premier Path Wealth Partners
New Jersey
$2.23M -$28.1K -588 -1%
APCM
115
Alaska Permanent Capital Management
Alaska
$2.17M +$310K +6,486 +17%
DAS
116
Dynamic Advisor Solutions
Arizona
$2.11M +$5.44K +114 +0.3%
KPWS
117
Kestra Private Wealth Services
Texas
$2.1M -$638K -13,373 -23%
Northern Trust
118
Northern Trust
Illinois
$2.1M +$2.08M +43,565 New
KC
119
Kades & Cheifetz
Pennsylvania
$2.09M -$90.4K -1,893 -4%
PAG
120
Private Advisor Group
New Jersey
$2.08M -$300K -6,293 -13%
RWM
121
Rockwood Wealth Management
Pennsylvania
$2.06M -$85.1K -1,783 -4%
CG
122
Clifford Group
Massachusetts
$2.06M -$74.7K -1,565 -4%
TW
123
Traveka Wealth
California
$2.01M -$171K -3,586 -8%
OIA
124
OneDigital Investment Advisors
Kansas
$1.92M -$352K -7,367 -16%
RIA
125
Regal Investment Advisors
Michigan
$1.91M +$68.5K +1,435 +4%

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.