SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

431 hedge funds and large institutions have $3.95B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 185 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-34
Holders Change %
-7.31%
% of All Funds
6.9%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.22%
New
33
Increased
118
Reduced
185
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$47.3M
2
UCFA
United Capital Financial Advisors
Texas
+$27M
3
Wells Fargo
Wells Fargo
California
+$24.2M
4
Goldman Sachs
Goldman Sachs
New York
+$14.7M
5
DIA
Davidson Investment Advisors
Montana
+$11.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$58.3M
2
SB
Sunflower Bank
Texas
-$25.1M
3
EC
Estate Counselors
Wisconsin
-$19.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18M
5
Bank of America
Bank of America
North Carolina
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
201
Prudential Financial
New Jersey
$873K +$41.5K +877 +5%
MAM
202
MMA Asset Management
Pennsylvania
$872K +$98.3K +2,067 +13%
CWM
203
Cornerstone Wealth Management
Missouri
$864K +$864K +18,167 New
WANY
204
Wealthspire Advisors (New York)
New York
$862K -$285K -6,003 -25%
BSWM
205
Boston Standard Wealth Management
Massachusetts
$845K +$7.42K +156 +0.9%
BWM
206
BerganKDV Wealth Management
Minnesota
$844K +$26.9K +566 +3%
ARC
207
Advisor Resource Council
Texas
$833K +$833K +17,475 New
NWM
208
Northwest Wealth Management
Iowa
$829K – – –
CAL
209
Capital Advisors Ltd
Ohio
$818K – – –
PA
210
Parallel Advisors
California
$816K -$11.4K -239 -1%
JWS
211
Juncture Wealth Strategies
Arizona
$809K +$2.57K +54 +0.3%
OAP
212
One Advisory Partners
Kansas
$795K -$24.6K -517 -3%
AC
213
Anson Capital
Georgia
$794K -$887K -18,664 -53%
FHA
214
First Horizon Advisors
Tennessee
$787K -$67.1K -1,411 -8%
CA
215
Continuum Advisory
Idaho
$767K -$175K -3,685 -19%
DI
216
Disciplined Investments
Oklahoma
$763K – – –
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$753K +$753K +15,840 New
EWA
218
ERTS Wealth Advisors
Michigan
$749K -$1.68M -35,245 -69%
IP
219
Intellectus Partners
California
$748K -$322K -6,775 -30%
IWM
220
IHT Wealth Management
Illinois
$739K +$1.05K +22 +0.1%
FSG
221
Financial Strategies Group
Michigan
$732K +$163K +3,434 +29%
JC
222
Jentner Corp
Ohio
$708K – – –
AWM
223
Apollon Wealth Management
South Carolina
$704K -$170K -3,576 -19%
Bank of New York Mellon
224
Bank of New York Mellon
New York
$701K -$5.33K -112 -0.8%
TLA
225
Tanglewood Legacy Advisors
Texas
$698K +$698K +14,670 New
7 8
9
10 11