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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
CA
201
Clearstead Advisors
Ohio
$749K -$278K -5,830 -27%
WANY
202
Wealthspire Advisors (New York)
New York
$747K +$52.7K +1,105 +8%
CCB
203
Country Club Bank
Missouri
$746K +$10.1K +212 +1%
SB
204
Sunflower Bank
Texas
$743K
MFIM
205
Mesirow Financial Investment Management
Illinois
$740K +$2.96K +62 +0.4%
BWM
206
BCS Wealth Management
Tennessee
$739K +$45K +942 +6%
NA
207
NewEdge Advisors
Louisiana
$735K +$112K +2,337 +18%
MFG
208
Merit Financial Group
Georgia
$731K +$1.77K +37 +0.2%
TC
209
TownSquare Capital
Utah
$723K +$63.4K +1,329 +10%
CFP
210
Cypress Financial Planning
New Jersey
$722K -$66.2K -1,387 -8%
JC
211
Jentner Corp
Ohio
$709K
CBT
212
Crews Bank & Trust
Florida
$704K +$709K +14,852 New
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$701K -$26.6K -557 -4%
PS
214
Principal Securities
Iowa
$686K +$246K +5,150 +55%
FAFN
215
First Affirmative Financial Network
Colorado
$661K -$25.5K -534 -4%
LKBC
216
L.K. Benson & Company
Maryland
$647K +$651K +13,644 New
SB
217
Strategic Blueprint
Georgia
$639K +$34.3K +718 +6%
MFA
218
Mayflower Financial Advisors
Massachusetts
$632K -$33K -691 -5%
TCG
219
Transcendent Capital Group
Oklahoma
$616K -$301K -6,303 -33%
BWA
220
Burt Wealth Advisors
Maryland
$616K
AWS
221
Atria Wealth Solutions
New York
$612K +$317K +6,649 +106%
P
222
&Partners
Tennessee
$611K -$78K -1,634 -11%
CWA
223
Canvas Wealth Advisors
Kansas
$607K +$59.3K +1,243 +11%
T
224
Tidemark
California
$606K +$42.1K +882 +7%
RWB
225
RMR Wealth Builders
New Jersey
$601K

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.