We are live on ! Find out more
SHM icon

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
IP
176
Investment Partners
Ohio
$955K -$5.04K -107 -0.5%
FCH
177
Freestone Capital Holdings
Washington
$953K -$108K -2,288 -10%
AWM
178
AE Wealth Management
Kansas
$951K -$444K -9,427 -32%
AEPWM
179
Atlantic Edge Private Wealth Management
Florida
$951K
PWM
180
Perigon Wealth Management
California
$936K -$168K -3,563 -15%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$932K -$13.3K -283 -1%
BWM
182
Brown Wealth Management
Illinois
$931K +$103K +2,192 +12%
Creative Planning
183
Creative Planning
Kansas
$916K -$549K -11,646 -37%
FF
184
Friedenthal Financial
New Jersey
$906K +$13.2K +281 +1%
PFG
185
PAX Financial Group
Texas
$905K -$13.3K -282 -1%
MML Investors Services
186
MML Investors Services
Massachusetts
$905K -$212K -4,488 -19%
PA
187
PFW Advisors
Georgia
$896K +$73K +1,549 +9%
FSG
188
Financial Strategies Group
Michigan
$895K +$13.6K +288 +2%
MAM
189
MMA Asset Management
Pennsylvania
$871K +$89.7K +1,903 +11%
MA
190
Mutual Advisors
Nebraska
$870K -$112K -2,380 -11%
TC
191
TownSquare Capital
Utah
$866K +$103K +2,192 +14%
SB
192
Sunflower Bank
Texas
$860K
RWM
193
Ritholtz Wealth Management
New York
$849K -$239K -5,071 -22%
CCB
194
Country Club Bank
Missouri
$841K -$47.1K -1,000 -5%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$841K -$1.04M -21,990 -55%
IWMA
196
Ironwood Wealth Management (Arizona)
Arizona
$831K
MSFS
197
Main Street Financial Solutions
Pennsylvania
$826K -$300K -6,359 -27%
CIA
198
Concurrent Investment Advisors
Florida
$813K +$5.38K +114 +0.7%
CFP
199
Cypress Financial Planning
New Jersey
$792K +$165K +3,491 +26%
DWM
200
Dynasty Wealth Management
Florida
$755K +$103K +2,189 +16%

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.