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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
LWM
101
LJI Wealth Management
Indiana
$2.44M +$143 +3 +0%
BFA
102
Bragg Financial Advisors
North Carolina
$2.39M -$129K -2,695 -5%
PWM
103
Paulson Wealth Management
Illinois
$2.37M -$333K -6,969 -12%
RFO
104
RiverGlades Family Offices
Florida
$2.34M +$132K +2,766 +6%
HFW
105
Horizon Family Wealth
Illinois
$2.34M +$135K +2,822 +6%
BOPW
106
Brandywine Oak Private Wealth
Pennsylvania
$2.32M -$14K -294 -0.6%
CIM
107
Confluence Investment Management
Missouri
$2.31M -$1.65M -34,593 -42%
US Bancorp
108
US Bancorp
Minnesota
$2.28M -$111K -2,331 -5%
CRFG
109
Columbia River Financial Group
Washington
$2.25M +$2.27M +47,462 New
CTA
110
Chesley Taft & Associates
Illinois
$2.22M
Mariner
111
Mariner
Kansas
$2.19M -$230K -4,827 -9%
JIR
112
James Investment Research
Ohio
$2.19M -$76K -1,592 -3%
EC
113
Elequin Capital
New York
$2.15M +$1.81M +37,827 +507%
APCM
114
Alaska Permanent Capital Management
Alaska
$2.14M
Renaissance Technologies
115
Renaissance Technologies
New York
$2.13M -$17.9M -375,200 -89%
PPWP
116
Premier Path Wealth Partners
New Jersey
$2.13M -$66.3K -1,388 -3%
ES
117
Eagle Strategies
New York
$2.11M -$157K -3,296 -7%
ATPW
118
Ashton Thomas Private Wealth
Arizona
$2.11M +$1.75M +36,609 +458%
KC
119
Kades & Cheifetz
Pennsylvania
$2.1M +$38.1K +798 +2%
CG
120
Clifford Group
Massachusetts
$2.05M +$22.8K +477 +1%
BSWM
121
Boston Standard Wealth Management
Massachusetts
$1.97M +$163K +3,419 +9%
SA
122
Sanctuary Advisors
Indiana
$1.95M -$703K -14,720 -26%
WCM
123
Wealthcare Capital Management
Virginia
$1.9M +$45.5K +953 +2%
RIA
124
Regal Investment Advisors
Michigan
$1.86M -$22.5K -471 -1%
TW
125
Traveka Wealth
California
$1.85M -$122K -2,555 -6%

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.