We are live on ! Find out more
SHM icon

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
EGA
101
Eagle Global Advisors
Texas
$2.28M -$324K -6,800 -12%
AWM
102
Apollon Wealth Management
South Carolina
$2.27M -$182K -3,829 -7%
PWM
103
Paulson Wealth Management
Illinois
$2.26M -$121K -2,535 -5%
FIM
104
Freedom Investment Management
Connecticut
$2.25M -$1.18M -24,766 -34%
APCM
105
Alaska Permanent Capital Management
Alaska
$2.23M +$83.1K +1,745 +4%
CTA
106
Chesley Taft & Associates
Illinois
$2.23M
JIR
107
James Investment Research
Ohio
$2.22M +$17.6K +370 +0.8%
CG
108
Clifford Group
Massachusetts
$2.19M +$138K +2,895 +7%
PAS
109
Park Avenue Securities
New York
$2.15M +$2.16M +45,262 New
DAS
110
Dynamic Advisor Solutions
Arizona
$2.09M +$2.09M +43,842 New
PPWP
111
Premier Path Wealth Partners
New Jersey
$2.06M -$78.5K -1,649 -4%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$2.01M -$113K -2,372 -5%
ES
113
Eagle Strategies
New York
$1.97M -$153K -3,211 -7%
RIA
114
Regal Investment Advisors
Michigan
$1.92M +$54K +1,134 +3%
GFWA
115
Grey Fox Wealth Advisors
Delaware
$1.88M +$170K +3,570 +10%
SA
116
Sanctuary Advisors
Indiana
$1.82M -$135K -2,843 -7%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$1.79M -$168K -3,535 -9%
TW
118
Traveka Wealth
California
$1.77M -$106K -2,234 -6%
Comerica Bank
119
Comerica Bank
Texas
$1.74M +$34.9K +733 +2%
SCM
120
Sebold Capital Management
Illinois
$1.67M -$4.29K -90 -0.3%
PPWP
121
Proquility Private Wealth Partners
Nevada
$1.67M +$1.24M +26,097 +292%
WA
122
Waverly Advisors
Alabama
$1.64M -$55K -1,154 -3%
SAG
123
SageView Advisory Group
California
$1.63M +$3.71K +78 +0.2%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$1.62M +$46.5K +977 +3%
FA
125
FC Advisory
Pennsylvania
$1.61M +$6K +126 +0.4%

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.