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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 %
BPWA
251
Beacon Pointe Wealth Advisors
California
$418K +$418K +8,523 New
DBT
252
Dubuque Bank & Trust
Iowa
$403K +$403K +8,202 New
FTS
253
Fifth Third Securities
Ohio
$397K +$397K +8,078 New
WSCM
254
Wellington Shields Capital Management
New York
$393K – – –
DI
255
Diligent Investors
California
$391K +$49 +1 +0%
PAG
256
Pinnacle Advisory Group
Maryland
$374K -$73.2K -1,490 -16%
ECM
257
Evergreen Capital Management
Washington
$373K +$172K +3,500 +85%
IWP
258
Icon Wealth Partners
Texas
$357K – – –
IWC
259
Integrated Wealth Concepts
Massachusetts
$344K +$491 +10 +0.1%
BCA
260
Biltmore Capital Advisors
New Jersey
$341K – – –
CC
261
Cypress Capital
Tennessee
$333K -$8.4K -171 -2%
CAN
262
Cetera Advisor Networks
California
$325K +$7.36K +150 +2%
SMG
263
Smart Money Group
Texas
$324K +$324K +6,600 New
FIM
264
Frontier Investment Management
Texas
$320K – – –
EWM
265
Elmwood Wealth Management
California
$320K – – –
GI
266
Gradient Investments
Minnesota
$312K +$638 +13 +0.2%
CWM
267
Cornerstone Wealth Management
Missouri
$307K – – –
VA
268
Valmark Advisers
Ohio
$305K – – –
FAIM
269
Financial Advocates Investment Management
Washington
$303K +$96K +1,955 +46%
AA
270
Alesco Advisors
New York
$298K +$3.64K +74 +1%
TW
271
TrinityPoint Wealth
Connecticut
$297K +$19.2K +390 +7%
QCMC
272
Quantum Capital Management (California)
California
$296K +$51K +1,038 +21%
SEI Investments
273
SEI Investments
Pennsylvania
$293K +$8.66K +176 +3%
US Bancorp
274
US Bancorp
Minnesota
$290K +$247K +5,029 +575%
SP
275
Successful Portfolios
Florida
$283K -$13K -265 -4%
9 10
11
12 13