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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

392 hedge funds and large institutions have $3.16B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 113 increasing their positions, 179 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 93.06%92.73% (-0.33%)

1% less capital invested

Capital invested by funds: $3.18B → $3.16B (-$17.5M)

4% less funds holding

Funds holding: 408392 (-16)

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 179

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
392
Holders Change
-16
Holders Change %
-3.92%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
28
Increased
113
Reduced
179
Closed
41
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
$877M -$7.86M -165,718 -0.9%
Goldman Sachs
2
Goldman Sachs
New York
$240M -$3.03M -63,800 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$235M -$13.5M -285,236 -5%
Wells Fargo
4
Wells Fargo
California
$192M -$8.45M -178,173 -4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$129M +$3.95M +83,304 +3%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$105M -$12.8M -269,186 -11%
Morgan Stanley
7
Morgan Stanley
New York
$102M -$2.36M -49,746 -2%
UCFA
8
United Capital Financial Advisors
Texas
$98.7M -$17.4M -366,824 -15%
CI
9
CX Institutional
Indiana
$80.9M +$69.2M +1,458,661 +629%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$77.9M +$404K +8,521 +0.5%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.9M +$1.72M +36,204 +2%
QC
12
Quent Capital
New York
$67.8M -$41.4K -872 -0.1%
KIM
13
Karpus Investment Management
New York
$43.9M +$9.36M +197,281 +27%
LPL Financial
14
LPL Financial
California
$35.9M +$1.01M +21,286 +3%
Financial Engines Advisors
15
Financial Engines Advisors
California
$31.6M -$86.5K -1,824 -0.3%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$31.5M +$3.24M +68,293 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$31M -$3.01M -63,547 -9%
JP Morgan Chase
18
JP Morgan Chase
New York
$22.1M -$6.17M -130,054 -22%
Stifel Financial
19
Stifel Financial
Missouri
$21.5M -$3.62M -76,279 -15%
GKWIM
20
Gerber Kawasaki Wealth & Investment Management
California
$19M +$453K +9,549 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$17.1M +$14.2M +299,043 +506%
Betterment LLC
22
Betterment LLC
New York
$16.8M -$7.16M -150,881 -30%
CM
23
Cercano Management
Washington
$15M
UBS Group
24
UBS Group
Switzerland
$13.9M -$6.63M -139,865 -32%
SEI Investments
25
SEI Investments
Pennsylvania
$13M -$877K -18,492 -6%

SHM Hedge Fund Activity: Q2 2025 in Review

392 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q2 2025, worth a combined $3.16B — down 0.55% from $3.18B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SHM and 28 opened new positions — a net loss of 13 holders — while 179 trimmed existing stakes and 113 added.

The largest buyer was CX Institutional, adding an estimated $69.2M. The largest seller was United Capital Financial Advisors, cutting an estimated $17.4M.

  • 392 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q2 2025, down from 408 in Q1 2025.
  • Funds reported $3.16B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q2 2025, down 0.55% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q2 2025 and 41 closed out, a net change of -13 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q2 2025 was CX Institutional, an estimated $69.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q2 2025 was United Capital Financial Advisors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2025.