Who Owns SHM?
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF — Institutional Ownership & 13F Holdings
$47.87
-0.01 (-0.01%)
Market Cap
$3.5B
Shares Outstanding
71,685,811
Institutional Holders
404
Total Inst. Value
$2.7B
% of Float Held
—
QoQ Holder Change
+121
Institutional data as of Q1 2025
New Positions
100
Closed Positions
25
Increased
99
Decreased
146
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $881.1M | 18,510,659 |
| 2 | GOLDMAN SACHS GROUP INC | $241.7M | 5,077,967 |
| 3 | WELLS FARGO & COMPANY/MN | $199.8M | 4,197,494 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $124.4M | 2,613,006 |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $117.2M | 2,461,237 |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $115.7M | 2,431,266 |
| 7 | MORGAN STANLEY | $104.2M | 2,188,968 |
| 8 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $71.8M | 1,508,867 |
| 9 | Quent Capital, LLC | $67.6M | 1,419,334 |
| 10 | Karpus Management, Inc. | $34.3M | 721,219 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | +317K | $241.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +100K | $124.4M |
| Quent Capital, LLC | +87K | $67.6M |
| Karpus Management, Inc. | +168K | $34.3M |
| GAMMA Investing LLC | +1.4M | $30.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -872K | $34K |
| ENVESTNET ASSET MANAGEMENT INC | -676K | $247K |
| BANK OF AMERICA CORP /DE/ | -676K | $881.1M |
| WELLS FARGO & COMPANY/MN | -622K | $199.8M |
| JANE STREET GROUP, LLC | -452K | $15.5M |
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Frequently Asked Questions
How many institutional investors hold SHM?
As of Q1 2025, 404 institutional investors report holding SHM (State Street SPDR Nuveen ICE Short Term Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most SHM?
The largest institutional holder of SHM is BANK OF AMERICA CORP /DE/ with $881.1M in shares.
Are institutions buying or selling SHM?
This quarter, 100 institutions opened new positions in SHM and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.