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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
WCM
126
Wealthcare Capital Management
Virginia
$1.88M +$163K +3,406 +10%
SC
127
Sykon Capital
New York
$1.85M +$1.84M +38,501 New
PP
128
PrairieView Partners
Minnesota
$1.85M +$184K +3,851 +11%
BSWM
129
Boston Standard Wealth Management
Massachusetts
$1.83M +$5.54K +116 +0.3%
MPM
130
Meritage Portfolio Management
Kansas
$1.82M -$162K -3,388 -8%
CL
131
Choreo LLC
Illinois
$1.8M -$33.2K -695 -2%
GFWA
132
Grey Fox Wealth Advisors
Delaware
$1.76M -$81.4K -1,705 -4%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$1.76M -$13.5M -282,749 -89%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$1.74M -$868K -18,185 -33%
M&T Bank
135
M&T Bank
New York
$1.74M -$136K -2,845 -7%
WA
136
Waverly Advisors
Alabama
$1.73M -$47.7K -999 -3%
MAM
137
MMA Asset Management
Pennsylvania
$1.72M +$855K +17,915 +97%
SCM
138
Sebold Capital Management
Illinois
$1.67M -$18K -377 -1%
WIM
139
Westside Investment Management
California
$1.64M +$1.05K +22 +0.1%
OCM
140
One Capital Management
California
$1.62M -$166K -3,486 -9%
FA
141
FC Advisory
Pennsylvania
$1.61M +$7.45K +156 +0.5%
SAG
142
SageView Advisory Group
California
$1.61M +$1.59M +33,342 New
MI
143
Moneywise Inc
Virginia
$1.54M -$1.82M -38,042 -54%
HWMG
144
Hurlow Wealth Management Group
Indiana
$1.54M +$40.3K +844 +3%
ARC
145
Advisor Resource Council
Texas
$1.5M +$1.49M +31,110 New
IWM
146
IHT Wealth Management
Illinois
$1.44M -$1.17M -24,499 -45%
Corient Private Wealth
147
Corient Private Wealth
Florida
$1.43M -$1.08M -22,619 -43%
1IA
148
1834 Investment Advisors
Wisconsin
$1.41M
OWA
149
Opal Wealth Advisors
New York
$1.39M
MWM
150
Modera Wealth Management
New Jersey
$1.39M +$204K +4,264 +17%

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.