We are live on ! Find out more
SHM icon

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
WT
176
Washington Trust
Rhode Island
$977K -$294K -6,159 -23%
Kovitz Investment Group Partners
177
Kovitz Investment Group Partners
Illinois
$973K -$609K -12,751 -39%
FCH
178
Freestone Capital Holdings
Washington
$972K
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$955K +$4.73K +99 +0.5%
PFG
180
PAX Financial Group
Texas
$940K +$16.2K +339 +2%
FF
181
Friedenthal Financial
New Jersey
$937K +$12.8K +268 +1%
AEPWM
182
Atlantic Edge Private Wealth Management
Florida
$936K -$33.4K -700 -3%
OFG
183
Omega Financial Group
California
$930K -$48.9K -1,024 -5%
TCG
184
Transcendent Capital Group
Oklahoma
$929K -$265K -5,546 -22%
GI
185
GAMMA Investing
California
$916K +$150K +3,144 +20%
AWM
186
AE Wealth Management
Kansas
$912K -$57.3K -1,200 -6%
PWM
187
Perigon Wealth Management
California
$911K -$42.7K -895 -5%
FSG
188
Financial Strategies Group
Michigan
$903K -$5.54K -116 -0.6%
ACA
189
Ackerman Capital Advisors
Texas
$899K -$235K -4,923 -21%
MA
190
Mutual Advisors
Nebraska
$873K -$955 -20 -0.1%
MML Investors Services
191
MML Investors Services
Massachusetts
$872K -$50.8K -1,065 -6%
RWM
192
Ritholtz Wealth Management
New York
$868K +$1.72K +36 +0.2%
IWMA
193
Ironwood Wealth Management (Arizona)
Arizona
$848K
SF
194
Synovus Financial
Georgia
$830K +$418K +8,758 +103%
CIA
195
Concurrent Investment Advisors
Florida
$805K -$24.1K -505 -3%
DWM
196
Dynasty Wealth Management
Florida
$800K +$29.5K +617 +4%
CFP
197
Cypress Financial Planning
New Jersey
$800K -$8.07K -169 -1%
SL
198
Sentinus LLC
Illinois
$793K +$405K +8,484 +171%
GRP
199
Global Retirement Partners
California
$788K +$66.7K +1,397 +9%
PC
200
Prairiewood Capital
North Dakota
$767K

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.