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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
Bank of America
1
Bank of America
North Carolina
$909M +$143M +3,004,281 +19%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$278M -$653K -13,670 -0.2%
Wells Fargo
3
Wells Fargo
California
$228M +$3.7M +77,436 +2%
Goldman Sachs
4
Goldman Sachs
New York
$226M -$4.04M -84,687 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$123M -$7.73M -161,974 -6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$119M +$6.3M +131,912 +6%
UCFA
7
United Capital Financial Advisors
Texas
$116M -$3.36M -70,402 -3%
Morgan Stanley
8
Morgan Stanley
New York
$110M -$158M -3,311,807 -59%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$84.5M +$8.16M +171,020 +11%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$81.3M +$5.62M +117,775 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$75.1M +$1.56M +32,709 +2%
QC
12
Quent Capital
New York
$63.1M +$11.1M +232,582 +21%
Jane Street
13
Jane Street
New York
$36.8M +$32.9M +689,198 +781%
LPL Financial
14
LPL Financial
California
$35M +$2.11M +44,294 +6%
Financial Engines Advisors
15
Financial Engines Advisors
California
$32.3M -$1.93M -40,363 -6%
HB
16
HTLF Bank
Colorado
$30.4M +$103K +2,160 +0.3%
JP Morgan Chase
17
JP Morgan Chase
New York
$28.9M +$2.96M +61,915 +11%
Betterment LLC
18
Betterment LLC
New York
$27.4M -$15.5M -325,520 -36%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$27.2M +$5.52M +115,602 +25%
Stifel Financial
20
Stifel Financial
Missouri
$26.7M +$1.43M +30,023 +6%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$26.6M +$3.11M +65,244 +13%
KIM
22
Karpus Investment Management
New York
$26.2M +$9.83M +205,845 +59%
UBS Group
23
UBS Group
Switzerland
$24.4M +$168K +3,529 +0.7%
SEI Investments
24
SEI Investments
Pennsylvania
$16.7M -$703K -14,724 -4%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$16.7M +$1.32M +27,750 +9%

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.