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SPDR Nuveen ICE Short Term Municipal Bond ETF
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Overview Fund Activity

378 hedge funds and large institutions have $2.69B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+23
Holders Change %
+6.48%
% of All Funds
7.46%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.32%
New
57
Increased
145
Reduced
91
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$63.5M
2
Truist Financial
Truist Financial
North Carolina
+$23.7M
3
AWA
Alaska Wealth Advisors
Alaska
+$23.2M
4
Bank of America
Bank of America
North Carolina
+$22M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$14.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$25.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$11.2M
3
Wells Fargo
Wells Fargo
California
-$11M
4
UBS AM
UBS AM
Illinois
-$6.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCPWM
226
Traverso Chambers Private Wealth Management
California
$553K – – –
JWA
227
JFS Wealth Advisors
Pennsylvania
$551K -$2.87M -58,488 -84%
EWA
228
EP Wealth Advisors
California
$550K -$1.57K -32 -0.3%
SFWA
229
Summit Financial Wealth Advisors
Louisiana
$548K – – –
KeyBank National Association
230
KeyBank National Association
Ohio
$547K +$344K +7,000 +169%
RPA
231
Rock Point Advisors
Vermont
$538K +$538K +10,950 New
NFG
232
Nations Financial Group
Iowa
$527K +$836 +17 +0.2%
MFS
233
McNamara Financial Services
Massachusetts
$525K -$46.4K -945 -8%
ECM
234
Exchange Capital Management
Michigan
$501K -$5.25K -107 -1%
IP
235
Intellectus Partners
California
$501K +$108K +2,192 +27%
FAM
236
Foothills Asset Management
Arizona
$499K – – –
SG
237
StoneX Group
New York
$499K +$499K +10,159 New
FCBT
238
First Citizens Bank & Trust
North Carolina
$495K – – –
OIA
239
Optimum Investment Advisors
Illinois
$491K – – –
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$487K – – –
FTUS
241
Flow Traders U.S.
New York
$481K +$481K +9,801 New
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$463K -$205K – –
IA
243
IFP Advisors
Florida
$446K +$321K +6,548 +257%
BSB
244
Bangor Savings Bank
Maine
$444K +$42.2K +858 +10%
CRWM
245
Castle Rock Wealth Management
California
$437K +$74.1K +1,500 +20%
GIM
246
Greenwich Investment Management
Connecticut
$432K -$713K -14,525 -62%
WWM
247
Windsor Wealth Management
Indiana
$431K +$431K +8,771 New
AFC
248
AFT Forsyth & Company
Florida
$428K – – –
BWM
249
BCS Wealth Management
Tennessee
$426K +$426K +8,670 New
BDF
250
Black Diamond Financial
Maryland
$420K -$299K -6,085 -42%
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