Brinker Capital Investments’s State Street Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

Brinker Capital Investments’s Portfolio MBNE Stock Details MBNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,082	Closed	-$235K	–	2168
2025 Q4	$235K	Buy	8,082 +209	+3%	+$6.1K	﹤0.01%	1931
2025 Q3	$229K	Buy	+7,873	New	+$226K	﹤0.01%	1903

Other funds holding MBNE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OIS

Okabena Investment Services Minneapolis, Minnesota $560M AUM 27.7% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments's MBNE Position: Q1 2026 in Review

Brinker Capital Investments sold out of State Street Nuveen Municipal Bond ESG ETF (MBNE) in Q1 2026, closing a stake of 8,082 shares — an estimated $235K sold.

Brinker Capital Investments first reported a position in MBNE in Q3 2025 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 9 funds tracked by Wall St. Rank hold MBNE as of Q1 2026.

Brinker Capital Investments reported no remaining State Street Nuveen Municipal Bond ESG ETF position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 8,082 State Street Nuveen Municipal Bond ESG ETF shares in Q1 2026, an estimated $235K.
Brinker Capital Investments first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q3 2025 and held it in 2 quarters.
Brinker Capital Investments's State Street Nuveen Municipal Bond ESG ETF position peaked at $235K in Q4 2025.
9 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.