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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
HWMG
126
Hurlow Wealth Management Group
Indiana
$1.59M -$105K -2,198 -6%
MPM
127
Meritage Portfolio Management
Kansas
$1.58M -$16.6K -349 -1%
KL
128
KWMG LLC
Kansas
$1.57M -$2.17M -45,607 -58%
WCM
129
Wealthcare Capital Management
Virginia
$1.55M -$356K -7,471 -19%
FCH
130
Freestone Capital Holdings
Washington
$1.54M
BFA
131
Bragg Financial Advisors
North Carolina
$1.51M -$891K -18,700 -37%
RFO
132
RiverGlades Family Offices
Florida
$1.48M -$874K -18,346 -37%
WIM
133
Westside Investment Management
California
$1.46M -$381 -8 -0%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$1.46M -$45.2K -949 -3%
GI
135
GAMMA Investing
California
$1.46M +$327K +6,857 +29%
CL
136
Choreo LLC
Illinois
$1.45M +$15.7K +330 +1%
Renaissance Technologies
137
Renaissance Technologies
New York
$1.45M -$695K -14,600 -32%
OIA
138
OneDigital Investment Advisors
Kansas
$1.42M -$93K -1,952 -6%
SFWC
139
Strategic Family Wealth Counselors
New Jersey
$1.41M +$1.41M +29,693 New
OWA
140
Opal Wealth Advisors
New York
$1.38M
VCM
141
Versant Capital Management
Arizona
$1.34M +$129K +2,710 +11%
Lazard Asset Management
142
Lazard Asset Management
New York
$1.3M
SCA
143
STALEY CAPITAL ADVISERS
Pennsylvania
$1.26M -$95.3K -2,000 -7%
ACP
144
Aviance Capital Partners
Florida
$1.26M +$85.7K +1,800 +7%
EWM
145
Elmwood Wealth Management
California
$1.25M +$287K +6,020 +30%
PAG
146
Private Advisor Group
New Jersey
$1.23M -$84.6K -1,777 -6%
MG
147
Mather Group
Illinois
$1.22M +$25.2K +530 +2%
SIM
148
Studio Investment Management
Illinois
$1.22M -$2.33M -48,947 -66%
JFGLC
149
Johnson Financial Group LLC (Colorado)
Colorado
$1.18M -$143K -2,992 -11%
MWM
150
Modera Wealth Management
New Jersey
$1.16M -$9K -189 -0.8%

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.