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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

406 hedge funds and large institutions have $3.38B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 39

1% more funds holding

Funds holding: 401406 (+5)

1.22% more ownership

Funds ownership: 93.31%94.54% (+1.2%)

1% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 138

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less capital invested

Capital invested by funds: $3.41B → $3.38B (-$34.5M)

Holders
406
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
139
Reduced
138
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
176
PAX Financial Group
Texas
$949K +$24.3K +510 +3%
PA
177
Parallel Advisors
California
$947K +$629K +13,182 +194%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$944K +$3.44K +72 +0.4%
FF
179
Friedenthal Financial
New Jersey
$928K +$5.2K +109 +0.6%
AWM
180
AE Wealth Management
Kansas
$927K +$28.7K +601 +3%
WT
181
Washington Trust
Rhode Island
$924K -$38K -796 -4%
FSG
182
Financial Strategies Group
Michigan
$919K +$26.5K +556 +3%
IP
183
Investment Partners
Ohio
$917K -$80.6K -1,688 -8%
MI
184
Moneywise Inc
Virginia
$917K -$604K -12,660 -40%
OFG
185
Omega Financial Group
California
$907K -$8.12K -170 -0.9%
GRP
186
Global Retirement Partners
California
$905K +$131K +2,738 +17%
RWM
187
Ritholtz Wealth Management
New York
$898K +$44.5K +933 +5%
SPIA
188
Steward Partners Investment Advisory
New York
$897K -$97.5K -2,043 -10%
PWM
189
Perigon Wealth Management
California
$870K -$28.1K -589 -3%
DWM
190
Dynasty Wealth Management
Florida
$855K +$67.9K +1,423 +9%
AEPWM
191
Atlantic Edge Private Wealth Management
Florida
$855K -$66.8K -1,400 -7%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$852K +$589K +12,335 +219%
IWMA
193
Ironwood Wealth Management (Arizona)
Arizona
$835K
ITB
194
Idaho Trust Bank
Idaho
$819K -$437K -9,147 -35%
MA
195
Mutual Advisors
Nebraska
$817K -$52.6K -1,103 -6%
CIA
196
Concurrent Investment Advisors
Florida
$814K +$21.4K +448 +3%
NAS
197
Nicolet Advisory Services
Wisconsin
$811K -$184K -3,853 -18%
BWM
198
Brown Wealth Management
Illinois
$776K +$63.4K +1,329 +9%
PC
199
Prairiewood Capital
North Dakota
$765K +$10.4K +218 +1%
IWM
200
IHT Wealth Management
Illinois
$758K -$667K -13,975 -47%

SHM Hedge Fund Activity: Q4 2024 in Review

406 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q4 2024, worth a combined $3.38B — down 1% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SHM positions and 39 closed out — a net gain of 13 holders — while 139 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $143M. The largest seller was Morgan Stanley, cutting an estimated $158M.

  • 406 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q4 2024, up from 401 in Q3 2024.
  • Funds reported $3.38B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q4 2024, down 1% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q4 2024 and 39 closed out, a net change of +13 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q4 2024 was Bank of America, an estimated $143M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2024.