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SPDR Nuveen ICE Short Term Municipal Bond ETF
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Overview Fund Activity

433 hedge funds and large institutions have $4.43B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 166 increasing their positions, 135 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+9
Holders Change %
+2.12%
% of All Funds
7.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
38
Increased
166
Reduced
135
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$475M
2
Bank of America
Bank of America
North Carolina
$984M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$397M
4
Goldman Sachs
Goldman Sachs
New York
$191M
5
UCFA
United Capital Financial Advisors
Texas
$114M

Top Sellers

1
BWM
Biltmore Wealth Management
Arizona
$35.4M
2
LPL Financial
LPL Financial
California
$46.6M
3
MNG
Manning & Napier Group
New York
$8.04M
4
B
Bailard
California
$1.97M
5
NA
NewEdge Advisors
Louisiana
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
276
CFS Investment Advisory Services
New Jersey
$447K +$447K +9,043 New
CRWM
277
Castle Rock Wealth Management
California
$436K – – –
ECM
278
Exchange Capital Management
Michigan
$427K -$9.87K -200 -2%
SWA
279
Stratos Wealth Advisors
Ohio
$421K -$241K -4,868 -36%
FLPIM
280
F.L. Putnam Investment Management
Massachusetts
$420K -$200K -4,039 -32%
CS
281
Comerica Securities
Michigan
$414K +$117K +2,375 +39%
BL
282
BFSG LLC
California
$412K +$412K +8,347 New
AIM
283
Alhambra Investment Management
Florida
$411K -$89.6K -1,816 -18%
WA
284
Waddell & Associates
Tennessee
$399K +$399K +8,074 New
WSCM
285
Wellington Shields Capital Management
New York
$395K – – –
PFA
286
Paradigm Financial Advisors
Missouri
$394K – – –
PFG
287
PAX Financial Group
Texas
$379K +$49.6K +1,004 +15%
BU
288
BBVA USA
Alabama
$376K – – –
RA
289
RFG Advisory
Alabama
$374K -$91.3K -1,850 -20%
SW
290
SVB Wealth
Massachusetts
$371K -$35.1K -710 -9%
OFG
291
Omega Financial Group
California
$370K +$4.1K +83 +1%
WA
292
Wealthstar Advisors
Texas
$368K +$14.9K +303 +4%
IP
293
Investment Partners
Ohio
$362K – – –
VWM
294
Venturi Wealth Management
Texas
$361K – – –
PWP
295
Personal Wealth Partners
Minnesota
$360K -$279K -5,650 -44%
CSIC
296
Clifford Swan Investment Counsel
California
$360K – – –
IWP
297
Icon Wealth Partners
Texas
$359K – – –
SMG
298
Smart Money Group
Texas
$357K -$40.1K -812 -10%
GIA
299
Gladstone Institutional Advisory
Florida
$356K +$356K +7,209 New
First Trust Advisors
300
First Trust Advisors
Illinois
$354K -$199K -4,028 -36%
10 11
12
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