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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
SFWC
151
Strategic Family Wealth Counselors
New Jersey
$1.39M
SCA
152
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M
Lazard Asset Management
153
Lazard Asset Management
New York
$1.31M
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$1.3M +$1.28M +26,730 +13,638%
ACP
155
Aviance Capital Partners
Florida
$1.29M -$7.64K -160 -0.6%
ITB
156
Idaho Trust Bank
Idaho
$1.27M +$9.45K +198 +0.8%
MG
157
Mather Group
Illinois
$1.25M +$21.9K +458 +2%
CB
158
CNB Bank
Pennsylvania
$1.24M -$175K -3,675 -12%
TW
159
TritonPoint Wealth
Maryland
$1.24M -$322K -6,747 -21%
PPWP
160
Proquility Private Wealth Partners
Nevada
$1.23M +$241K +5,042 +25%
EH
161
Equitable Holdings
New York
$1.16M +$29.6K +620 +3%
WIC
162
Whitegate Investment Counselors
New Hampshire
$1.15M -$691K -14,485 -38%
SI
163
Seeds Investor
New York
$1.13M +$1.12M +23,552 New
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.11M -$3.51M -73,590 -76%
PP
165
Prosperity Planning
Missouri
$1.07M -$1.06M -22,232 Closed
APP
166
Avantax Planning Partners
Iowa
$1.06M -$7.07K -148 -0.7%
CA
167
Clearstead Advisors
Ohio
$1.04M +$275K +5,752 +36%
CCA
168
Clearwater Capital Advisors
Illinois
$1.04M
PI
169
Parkside Investments
Illinois
$1.02M -$624K -13,075 -38%
IP
170
Investment Partners
Ohio
$1.01M +$38.4K +804 +4%
VCM
171
Versant Capital Management
Arizona
$1.01M -$23.9K -501 -2%
NAS
172
Nicolet Advisory Services
Wisconsin
$1.01M -$9.4K -197 -0.9%
SPIA
173
Steward Partners Investment Advisory
New York
$1.01M -$47K -985 -4%
HR
174
Howe & Rusling
New York
$1.01M +$11.7K +246 +1%
JWS
175
Juncture Wealth Strategies
Arizona
$1M -$125K -2,622 -11%

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.