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SPDR Nuveen ICE Short Term Municipal Bond ETF
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Overview Fund Activity

424 hedge funds and large institutions have $3.65B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 191 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
36
Increased
120
Reduced
191
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.2M
2
Bank of America
Bank of America
North Carolina
$759M
3
Wells Fargo
Wells Fargo
California
$401M
4
FG
Foster Group
Iowa
$6.48M
5
QC
Quent Capital
New York
$41.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$268M
2
Goldman Sachs
Goldman Sachs
New York
$357M
3
Jane Street
Jane Street
New York
$4.11M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
326
Visionary Wealth Advisors
Illinois
$259K +$190 +4 +0.1%
FAT
327
First American Trust
California
$255K +$255K +5,383 New
VCM
328
Vivaldi Capital Management
Illinois
$255K – – –
HCM
329
Hengehold Capital Management
Ohio
$251K – – –
GIM
330
Goelzer Investment Management
Indiana
$244K +$244K +5,152 New
CAI
331
Capital Advisors Inc
Oklahoma
$242K +$242K +5,105 New
ATI
332
ARK & TLK Investments
Oklahoma
$240K – – –
AI
333
Auour Investments
Massachusetts
$237K -$11.4K -241 -5%
SWM
334
Spire Wealth Management
Virginia
$235K -$759 -16 -0.3%
BBWP
335
Beacon Bridge Wealth Partners
Pennsylvania
$231K – – –
SVWG
336
Shared Vision Wealth Group
United States
$229K -$996 -21 -0.4%
M
337
MYeCFO
California
$228K +$23.7K +500 +12%
EFS
338
Essex Financial Services
Connecticut
$227K -$51.7K -1,090 -19%
ANTB
339
AMG National Trust Bank
Colorado
$226K -$31.6K -666 -12%
SL
340
Sentinus LLC
Illinois
$225K +$225K +4,741 New
GI
341
GLOBALT Investments
Georgia
$222K – – –
KWM
342
Kingsview Wealth Management
Oregon
$222K – – –
DAS
343
Diversify Advisory Services
Utah
$220K +$220K +4,658 New
JFG
344
Jefferies Financial Group
New York
$218K -$587K -12,370 -73%
OWA
345
Octavia Wealth Advisors
Ohio
$211K – – –
OFS
346
OneAscent Financial Services
Alabama
$211K -$35.7K -752 -14%
TVM
347
True Vision MN
Minnesota
$210K +$471 +10 +0.2%
TCA
348
Transcend Capital Advisors
New Jersey
$209K -$1.19K -25 -0.6%
IC
349
IEQ Capital
California
$209K +$209K +4,411 New
AWM
350
Axxcess Wealth Management
California
$209K -$224K -4,726 -52%
12 13
14
15 16