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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 %
AWM
276
AE Wealth Management
Kansas
$283K +$12.2K +249 +5%
BRG
277
Bay Rivers Group
Virginia
$282K +$282K +5,750 New
HR
278
Howe & Rusling
New York
$280K +$28.5K +580 +11%
LWM
279
Laidlaw Wealth Management
New York
$275K +$275K +5,593 New
CFGF
280
Compass Financial Group (Florida)
Florida
$274K – – –
WTC
281
WhitTier Trust Company
Nevada
$271K +$29.3K +597 +12%
WA
282
WBH Advisory
Maryland
$271K +$271K +5,520 New
MWM
283
Merriman Wealth Management
Washington
$269K -$59.2K -1,208 -18%
ATC
284
Argent Trust Co
Tennessee
$264K – – –
EWA
285
Evolution Wealth Advisors
Florida
$264K +$264K +5,372 New
AW
286
Alpha Windward
Massachusetts
$263K +$258K +5,250 +5,198%
VCM
287
Versant Capital Management
Arizona
$261K +$6.28K +128 +2%
FHA
288
First Horizon Advisors
Tennessee
$260K +$196 +4 +0.1%
GC
289
Grimes & Company
Massachusetts
$259K – – –
Cetera Investment Advisers
290
Cetera Investment Advisers
Illinois
$251K +$19K +386 +8%
CL
291
CPWM LLC
Washington
$247K +$785 +16 +0.3%
DP
292
Denver PWM
Colorado
$243K +$1.38K +28 +0.6%
TWM
293
Titus Wealth Management
California
$241K +$14.7K +300 +7%
WAAG
294
Wealth Alliance Advisory Group
Kansas
$240K – – –
WP
295
WealthShield Partners
North Carolina
$236K – – –
CWM
296
Cabot Wealth Management
Massachusetts
$235K – – –
MWM
297
Modera Wealth Management
New Jersey
$230K – – –
PFBT
298
Parkside Financial Bank & Trust
Missouri
$225K -$240K -4,878 -52%
SPC
299
Sigma Planning Corp
Michigan
$222K +$222K +4,525 New
S
300
Surevest
California
$220K +$1.03K +21 +0.5%
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