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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
Prudential Financial
201
Prudential Financial
New Jersey
$752K -$289K -6,120 -28%
PC
202
Prairiewood Capital
North Dakota
$752K +$69.6K +1,476 +10%
GI
203
GAMMA Investing
California
$750K +$182K +3,870 +32%
CA
204
Clearstead Advisors
Ohio
$749K +$749K +15,880 New
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$747K +$54.3K +1,152 +8%
HTC
206
Haverford Trust Company
Pennsylvania
$732K +$2.88K +61 +0.4%
MFIM
207
Mesirow Financial Investment Management
Illinois
$732K -$32.9K -698 -4%
GRP
208
Global Retirement Partners
California
$706K +$157K +3,325 +29%
JC
209
Jentner Corp
Ohio
$703K
Citadel Advisors
210
Citadel Advisors
Florida
$697K +$697K +14,774 New
BWM
211
BCS Wealth Management
Tennessee
$692K
KCM
212
KM Capital Management
Texas
$685K -$130K -2,761 -16%
William Blair & Company
213
William Blair & Company
Illinois
$685K +$42K +890 +7%
ODA
214
One Degree Advisors
California
$672K +$10.2K +216 +2%
IA
215
IFG Advisory
Georgia
$669K -$66.8K -1,417 -9%
MFA
216
Mayflower Financial Advisors
Massachusetts
$663K -$19.2K -407 -3%
FAFN
217
First Affirmative Financial Network
Colorado
$660K +$16.1K +341 +2%
QWP
218
Quotient Wealth Partners
Texas
$650K -$3.36M -71,317 -84%
MFG
219
Merit Financial Group
Georgia
$648K -$3.68K -78 -0.6%
SWP
220
Strategic Wealth Partners
Ohio
$646K
LIM
221
Leavell Investment Management
Alabama
$628K -$70.7K -1,500 -10%
BWA
222
Burt Wealth Advisors
Maryland
$613K -$128K -2,715 -17%
RWB
223
RMR Wealth Builders
New Jersey
$599K +$68.2K +1,446 +13%
ATPW
224
Ashton Thomas Private Wealth
Arizona
$592K +$189K +4,000 +47%
NW
225
NewEdge Wealth
Pennsylvania
$589K -$198K -4,196 -25%

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.