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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
HF
126
HRT Financial
New York
$1.8M +$1.81M +37,975 New
DADC
127
D.A. Davidson & Co
Montana
$1.77M +$1.78M +37,330 New
GFWA
128
Grey Fox Wealth Advisors
Delaware
$1.71M -$28.8K -603 -2%
Comerica Bank
129
Comerica Bank
Texas
$1.7M -$2.49M -52,063 -59%
HWMG
130
Hurlow Wealth Management Group
Indiana
$1.69M +$175K +3,666 +11%
WA
131
Waverly Advisors
Alabama
$1.68M -$23.3K -489 -1%
SCM
132
Sebold Capital Management
Illinois
$1.67M +$27.4K +573 +2%
SAG
133
SageView Advisory Group
California
$1.62M +$38.5K +807 +2%
FA
134
FC Advisory
Pennsylvania
$1.6M +$11.1K +233 +0.7%
MPM
135
Meritage Portfolio Management
Kansas
$1.59M -$203K -4,262 -11%
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$1.57M +$294K +6,155 +23%
FCH
137
Freestone Capital Holdings
Washington
$1.53M +$582K +12,196 +60%
OCM
138
One Capital Management
California
$1.52M -$68.8K -1,442 -4%
OIA
139
OneDigital Investment Advisors
Kansas
$1.51M -$387K -8,103 -20%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$1.5M -$213K -4,459 -12%
WIM
141
Westside Investment Management
California
$1.46M -$163K -3,413 -10%
CL
142
Choreo LLC
Illinois
$1.43M -$344K -7,213 -19%
PP
143
PrairieView Partners
Minnesota
$1.41M -$416K -8,721 -23%
OWA
144
Opal Wealth Advisors
New York
$1.37M
SCA
145
STALEY CAPITAL ADVISERS
Pennsylvania
$1.35M
JFGLC
146
Johnson Financial Group LLC (Colorado)
Colorado
$1.31M +$941K +19,720 +247%
PAG
147
Private Advisor Group
New Jersey
$1.3M -$745K -15,597 -36%
Lazard Asset Management
148
Lazard Asset Management
New York
$1.29M
AG
149
Ascent Group
Virginia
$1.29M +$557K +11,669 +75%
KPWS
150
Kestra Private Wealth Services
Texas
$1.23M -$853K -17,867 -41%

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.