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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

408 hedge funds and large institutions have $3.18B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

0% more funds holding

Funds holding: 406408 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.47% less ownership

Funds ownership: 94.54%93.06% (-1.5%)

6% less capital invested

Capital invested by funds: $3.38B → $3.18B (-$200M)

33% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 178

Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
119
Reduced
178
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$753K -$478K -10,033 -39%
SB
202
Sunflower Bank
Texas
$746K
MFIM
203
Mesirow Financial Investment Management
Illinois
$745K +$1.57K +33 +0.2%
NA
204
NewEdge Advisors
Louisiana
$739K +$381 +8 +0.1%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$738K +$34.2K +718 +5%
SPIA
206
Steward Partners Investment Advisory
New York
$732K -$169K -3,540 -19%
CWA
207
Canvas Wealth Advisors
Kansas
$722K +$121K +2,540 +20%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$719K +$332K +6,977 +86%
AC
209
Anson Capital
Georgia
$715K +$231K +4,850 +48%
BWM
210
BCS Wealth Management
Tennessee
$714K -$28.3K -595 -4%
PP
211
PrairieView Partners
Minnesota
$696K -$719K -15,102 -51%
MSFS
212
Main Street Financial Solutions
Pennsylvania
$691K +$249K +5,220 +56%
FAFN
213
First Affirmative Financial Network
Colorado
$690K +$26.6K +559 +4%
PS
214
Principal Securities
Iowa
$687K +$810 +17 +0.1%
RWB
215
RMR Wealth Builders
New Jersey
$683K +$79.8K +1,675 +13%
CBT
216
Crews Bank & Trust
Florida
$682K -$25K -525 -4%
TW
217
TritonPoint Wealth
Maryland
$670K -$435K -9,129 -39%
LKBC
218
L.K. Benson & Company
Maryland
$650K +$191 +4 +0%
WANY
219
Wealthspire Advisors (New York)
New York
$648K -$102K -2,145 -14%
T
220
Tidemark
California
$633K +$24.2K +509 +4%
MFA
221
Mayflower Financial Advisors
Massachusetts
$630K -$5.72K -120 -0.9%
BWA
222
Burt Wealth Advisors
Maryland
$619K
FAIM
223
Financial Advocates Investment Management
Washington
$615K +$616K +12,923 New
TCG
224
Transcendent Capital Group
Oklahoma
$609K -$10.3K -217 -2%
OCM
225
One Capital Management
California
$601K -$930K -19,517 -61%

SHM Hedge Fund Activity: Q1 2025 in Review

408 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q1 2025, worth a combined $3.18B — down 5.9% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHM positions and 29 closed out — a net gain of 7 holders — while 119 added to existing stakes and 178 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $15.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $41.5M.

  • 408 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q1 2025, up from 406 in Q4 2024.
  • Funds reported $3.18B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q1 2025 was Goldman Sachs, an estimated $15.1M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q1 2025 was Commonwealth Equity Services, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2025.