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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
Creative Planning
201
Creative Planning
Kansas
$759K -$174K -3,642 -19%
Prudential Financial
202
Prudential Financial
New Jersey
$755K -$12.1K -253 -2%
SB
203
Sunflower Bank
Texas
$755K -$121K -2,543 -14%
MFIM
204
Mesirow Financial Investment Management
Illinois
$749K +$2.05K +43 +0.3%
CCB
205
Country Club Bank
Missouri
$748K -$110K -2,300 -13%
AG
206
Ascent Group
Virginia
$748K +$312K +6,534 +73%
HTC
207
Haverford Trust Company
Pennsylvania
$747K
MFG
208
Merit Financial Group
Georgia
$741K +$79.3K +1,661 +12%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$739K -$23.1K -483 -3%
BWM
210
Brown Wealth Management
Illinois
$725K -$223K -4,676 -24%
JC
211
Jentner Corp
Ohio
$720K +$2.48K +52 +0.3%
BWM
212
BCS Wealth Management
Tennessee
$706K -$477 -10 -0.1%
WANY
213
Wealthspire Advisors (New York)
New York
$706K +$118K +2,464 +20%
P
214
&Partners
Tennessee
$698K +$311K +6,522 +82%
FAFN
215
First Affirmative Financial Network
Colorado
$697K +$23.5K +493 +4%
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$692K -$942K -19,725 -58%
MFA
217
Mayflower Financial Advisors
Massachusetts
$676K -$286 -6 -0%
TC
218
TownSquare Capital
Utah
$670K -$211K -4,417 -24%
EWM
219
Elmwood Wealth Management
California
$651K +$646K +13,523 New
QWP
220
Quotient Wealth Partners
Texas
$636K -$27.6K -578 -4%
NA
221
NewEdge Advisors
Louisiana
$634K +$189K +3,953 +43%
BWA
222
Burt Wealth Advisors
Maryland
$626K
LIM
223
Leavell Investment Management
Alabama
$616K -$23.9K -500 -4%
SB
224
Strategic Blueprint
Georgia
$615K +$29.8K +625 +5%
RWB
225
RMR Wealth Builders
New Jersey
$611K

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.