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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

419 hedge funds and large institutions have $3.63B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 94.57%95.91% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less capital invested

Capital invested by funds: $3.65B → $3.63B (-$18.5M)

1% less funds holding

Funds holding: 424419 (-5)

31% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 181

Holders
419
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
6.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
124
Reduced
181
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
151
Opal Wealth Advisors
New York
$1.37M -$104K -2,210 -7%
SFWC
152
Strategic Family Wealth Counselors
New Jersey
$1.36M
IWC
153
Integrated Wealth Concepts
Massachusetts
$1.35M -$265K -5,625 -16%
WWA
154
WCG Wealth Advisors
Nevada
$1.34M +$718K +15,228 +115%
SCA
155
STALEY CAPITAL ADVISERS
Pennsylvania
$1.34M
Lazard Asset Management
156
Lazard Asset Management
New York
$1.29M
ACP
157
Aviance Capital Partners
Florida
$1.27M +$42.8K +908 +3%
WT
158
Washington Trust
Rhode Island
$1.25M +$137K +2,899 +12%
ITB
159
Idaho Trust Bank
Idaho
$1.24M +$1.24M +26,227 New
MG
160
Mather Group
Illinois
$1.21M
CFMC
161
Curbstone Financial Management Corp
New Hampshire
$1.18M
TCG
162
Transcendent Capital Group
Oklahoma
$1.17M -$11.6K -246 -1%
MWM
163
Modera Wealth Management
New Jersey
$1.16M +$28.5K +604 +3%
ACA
164
Ackerman Capital Advisors
Texas
$1.11M +$20.2K +429 +2%
EH
165
Equitable Holdings
New York
$1.11M -$75.9K -1,609 -6%
JWS
166
Juncture Wealth Strategies
Arizona
$1.11M -$183K -3,885 -14%
PP
167
Prosperity Planning
Missouri
$1.05M +$1.05M +22,232 New
APP
168
Avantax Planning Partners
Iowa
$1.04M -$140K -2,965 -12%
SPIA
169
Steward Partners Investment Advisory
New York
$1.04M -$331K -7,013 -24%
CCA
170
Clearwater Capital Advisors
Illinois
$1.02M
VCM
171
Versant Capital Management
Arizona
$1.01M +$162K +3,434 +19%
NAS
172
Nicolet Advisory Services
Wisconsin
$1,000K -$48.4K -1,026 -5%
HR
173
Howe & Rusling
New York
$977K +$101K +2,144 +12%
PPWP
174
Proquility Private Wealth Partners
Nevada
$967K -$291K -6,169 -23%
OFG
175
Omega Financial Group
California
$960K +$3.35K +71 +0.4%

SHM Hedge Fund Activity: Q2 2024 in Review

419 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q2 2024, worth a combined $3.63B — down 0.51% from $3.65B a quarter earlier.

Fund positioning in SHM was balanced in Q2 2024: 31 funds opened new positions, 31 closed out, 124 added to existing stakes and 181 trimmed.

The largest buyer was Betterment LLC, opening a new position worth an estimated $63.6M. The largest seller was Goldman Sachs, cutting an estimated $82.3M.

  • 419 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q2 2024, down from 424 in Q1 2024.
  • Funds reported $3.63B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q2 2024, down 0.51% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q2 2024 and 31 closed out, a net change of 0 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q2 2024 was Betterment LLC, an estimated $63.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q2 2024 was Goldman Sachs, an estimated $82.3M sold.

Based on aggregated 13F filings for Q2 2024.