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SPDR Nuveen ICE Short Term Municipal Bond ETF
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Overview Fund Activity

355 hedge funds and large institutions have $2.51B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
7.8%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
36
Increased
125
Reduced
110
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$133M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71M
3
NA
NewEdge Advisors
Louisiana
$8.21M
4
LWA
Lenox Wealth Advisors
New York
$10.1M
5
Morgan Stanley
Morgan Stanley
New York
$113M

Top Sellers

1
AWA
Alaska Wealth Advisors
Alaska
$4.14M
2
B
Bailard
California
$9.07M
3
FTUS
Flow Traders U.S.
New York
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.87M
5
UFF
USA Financial Formulas
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Pinnacle Advisory Group
Maryland
$446K +$50K +1,020 +13%
AFC
227
AFT Forsyth & Company
Florida
$427K – – –
Fidelity Investments
228
Fidelity Investments
Massachusetts
$426K +$226K +4,608 +113%
FFN
229
Focus Financial Network
Minnesota
$421K +$2.06K +42 +0.5%
RWM
230
Ritholtz Wealth Management
New York
$418K +$539 +11 +0.1%
PFO
231
Pathstone Family Office
New Jersey
$406K – – –
BSB
232
Bangor Savings Bank
Maine
$401K +$124K +2,533 +45%
IP
233
Intellectus Partners
California
$392K -$72.3K -1,478 -16%
WSCM
234
Wellington Shields Capital Management
New York
$392K – – –
DI
235
Diligent Investors
California
$390K +$75.2K +1,535 +24%
EC
236
Estate Counselors
Wisconsin
$375K -$8.82K -180 -2%
FT
237
Fiduciary Trust
Massachusetts
$371K +$51.4K +1,050 +16%
CRWM
238
Castle Rock Wealth Management
California
$360K +$360K +7,350 New
IWP
239
Icon Wealth Partners
Texas
$356K – – –
IWC
240
Integrated Wealth Concepts
Massachusetts
$343K +$343 +7 +0.1%
BCA
241
Biltmore Capital Advisors
New Jersey
$340K – – –
CC
242
Cypress Capital
Tennessee
$340K +$340K +6,950 New
MWM
243
Merriman Wealth Management
Washington
$328K -$275K -5,616 -46%
EWM
244
Elmwood Wealth Management
California
$320K +$24.5K +500 +8%
FIM
245
Frontier Investment Management
Texas
$319K -$75.2K -1,535 -19%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$317K -$12.2K -250 -4%
CAN
247
Cetera Advisor Networks
California
$317K +$7.74K +158 +3%
GI
248
Gradient Investments
Minnesota
$311K -$35.7K -729 -10%
SCP
249
Syntal Capital Partners
Texas
$311K -$35.6K -728 -10%
CWM
250
Cornerstone Wealth Management
Missouri
$306K – – –
8 9
10
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