SPDR Nuveen Bloomberg Short Term Municipal Bond
SHM • ARCA
SPDR Nuveen Bloomberg Short Term Municipal Bond is an exchange-traded fund on ARCA. As of Q3 2025, 381 institutional investors hold shares in this ETF, with total holdings valued at $3.1B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $963.4M.
Overview
Overview of institutional ownership in SHM as of Q3 2025
All Institutions
- Institutions
- 381
- Value Held
- $3.1B
- Shares Held
- 64.8M
- Avg Position
- $8.2M
- Median Position
- $744.1K
Hedge Funds
- Hedge Funds
- 8
- Value Held
- $87.5M
- Shares Held
- 1.8M
- Avg Position
- $10.9M
- Median Position
- $1.6M
Biggest Investors
Institutions with the largest positions in SHM as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $963.4M 0.07% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $245.6M 0.04% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $206.8M 0.04% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $137.0M 0.09% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $136.1M 0.04% of portfolio |
 MORGAN STANLEY RIA/Wealth | $103.5M 0.01% of portfolio |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | $96.2M 0.69% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $88.0M 0.15% of portfolio |
 Quent Capital, LLC Hedge Fund•Long/Short | $79.3M 6.64% of portfolio |
 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | $78.9M 1.24% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SHM in Q3 2025
- Traded
- −$54.1M
- Buyers
- 154
- Sellers
- 171
- Total Bought
- +$161.2M
- Total Sold
- −$215.3M
- Avg Position
- $7.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$78.8M +1.6M shares |
WELLS FARGO & COMPANY/MN Institution | +$13.0M +269.0K shares |
Quent Capital, LLC Hedge Fund•Long/Short | +$10.9M +226.3K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$7.0M +144.5K shares |
 APCM Wealth Management for Individuals RIA/Wealth | +$5.3M +110.6K shares |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | +$4.3M +90.1K shares |
GOLDMAN SACHS GROUP INC Institution | +$3.8M +78.6K shares |
F FLOW TRADERS U.S. LLC Institution | +$2.8M +58.0K shares |
 Cetera Investment Advisers RIA/Wealth | +$2.6M +54.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.4M +50.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$100.5M −2.1M shares |
 CX Institutional RIA/Wealth | −$31.5M −652.9K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$17.7M −367.1K shares |
 JPMORGAN CHASE & CO Institution | −$6.5M −135.4K shares |
J JANE STREET GROUP, LLC Institution | −$5.4M −111.7K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$4.6M −95.2K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | −$4.3M −89.1K shares |
 OLD NATIONAL BANCORP /IN/ Institution | −$3.8M −78.6K shares |
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | −$3.4M −69.5K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | −$3.1M −63.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SHM in Q3 2025
- New Positions
- 5
- New Value
- $2.3M
- Exited Positions
- 27
- Exited Value
- $10.4M
New Positions
| Institution | Position Value |
|---|---|
 Blueprint Investment Partners LLC Long Only Manager | $997.4K 20.7K shares |
B BTIM Corp. Institution | $532.9K 11.1K shares |
 FIRST HORIZON NATIONAL CORP RIA/Wealth | $317.9K 6.6K shares |
S Sageworth Trust Co Institution | $297.5K 6.2K shares |
 Rossmore Private Capital RIA/Wealth | $105.8K 2.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
 Buckingham Strategic Partners RIA/Wealth | $2.5M 52.8K shares |
 Eqis Capital Management, Inc. RIA/Wealth | $2.2M 45.3K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $825.2K 17.3K shares |
O OLD MISSION CAPITAL LLC Institution | $645.0K 13.5K shares |
C Centennial Bank/AR/ RIA/Wealth | $538.1K 11.3K shares |
 Advisor Resource Council RIA/Wealth | $519.2K 10.9K shares |
 FIRST TRUST ADVISORS LP ETF Provider | $393.5K 8.2K shares |
S SIERRA OCEAN, LLC RIA/Wealth | $358.6K 7.5K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $330.8K 6.9K shares |
 Venturi Wealth Management, LLC RIA/Wealth | $313.3K 6.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in SHM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SHM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Quent Capital, LLC Hedge Fund•Long/Short | 6.64% $79.3M |
A AUA CAPITAL MANAGEMENT, LLC Institution | 2.75% $4.9M |
APCM Wealth Management for Individuals RIA/Wealth | 2.38% $18.2M |
A Ameraudi Asset Management, Inc. RIA/Wealth | 2.06% $3.4M |
 PURE PORTFOLIOS HOLDINGS LLC RIA/Wealth | 1.99% $6.3M |
C Clifford Group, LLC Institution | 1.73% $2.2M |
 Precision Wealth Strategies, LLC RIA/Wealth | 1.61% $4.9M |
CX Institutional RIA/Wealth | 1.58% $50.0M |
C Columbia River Financial Group, LLC RIA/Wealth | 1.55% $2.3M |
 TruNorth Capital Management, LLC RIA/Wealth | 1.53% $7.8M |
Hedge Fund Spotlight
Discover hedge funds investing in SHM
E
EAGLE GLOBAL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerJohn Fernando Gualy
- Portfolio Value
- $2.6B
- Positions
- 275
- Last Reported
- Q3 2025
Sector Allocation
Position in SPDR Nuveen Bloomberg Short Term Municipal Bond
- Market Value
- $2.0M
- Shares Held
- 41.6K
- Portfolio Weight
- 0.08%
- Owned Since
- 2018-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $273.0M | 10.46% | |
Oil & Gas Midstream Energy | $111.0M | 4.25% | |
Oil & Gas Midstream Energy | $96.8M | 3.71% |
