We are live on ! Find out more
SHM icon

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
WIC
151
Whitegate Investment Counselors
New Hampshire
$1.12M -$7.86K -165 -0.7%
AWM
152
AE Wealth Management
Kansas
$1.06M +$134K +2,816 +14%
TC
153
TownSquare Capital
Utah
$1.06M +$337K +7,085 +46%
HR
154
Howe & Rusling
New York
$1.06M +$62.6K +1,314 +6%
PP
155
Prosperity Planning
Missouri
$1.06M
MML Investors Services
156
MML Investors Services
Massachusetts
$1.05M +$9.91K +208 +1%
APP
157
Avantax Planning Partners
Iowa
$1.04M
JWS
158
Juncture Wealth Strategies
Arizona
$1.04M -$8.1K -170 -0.8%
EH
159
Equitable Holdings
New York
$1.04M -$159K -3,342 -13%
ACA
160
Ackerman Capital Advisors
Texas
$1.03M +$19K +398 +2%
CCA
161
Clearwater Capital Advisors
Illinois
$1.02M
PA
162
PFW Advisors
Georgia
$1.01M
Creative Planning
163
Creative Planning
Kansas
$1.01M +$32.1K +674 +3%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$995K +$140K +2,936 +16%
PFG
165
PAX Financial Group
Texas
$986K +$32.3K +678 +3%
BWM
166
Brown Wealth Management
Illinois
$963K +$183K +3,851 +24%
CB
167
CNB Bank
Pennsylvania
$956K -$243K -5,100 -20%
MAM
168
MMA Asset Management
Pennsylvania
$952K -$5.53K -116 -0.6%
PA
169
Parallel Advisors
California
$951K
WT
170
Washington Trust
Rhode Island
$928K
PWM
171
Perigon Wealth Management
California
$919K +$46.2K +969 +5%
OFG
172
Omega Financial Group
California
$913K +$1.86K +39 +0.2%
FSG
173
Financial Strategies Group
Michigan
$907K -$7.33K -154 -0.8%
CCB
174
Country Club Bank
Missouri
$899K +$151K +3,170 +20%
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$899K -$49.1K -1,030 -5%

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.