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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 %
NAS
26
Nicolet Advisory Services
Wisconsin
$17.2M -$1.94M -39,448 -10%
CCG
27
Chatham Capital Group
Georgia
$16.5M +$142K +2,900 +0.9%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$14.8M +$446K +9,072 +3%
USAA
29
United Services Automobile Association
Texas
$14.4M -$284K -5,779 -2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$13.2M +$10.3M +209,839 +358%
LPL Financial
31
LPL Financial
California
$11.5M +$747K +15,209 +7%
CAG
32
Crestwood Advisors Group
Massachusetts
$11.4M +$273K +5,563 +2%
AAS
33
Avantax Advisory Services
Texas
$10.6M +$1.32M +26,854 +14%
B
34
Bailard
California
$10.5M +$1.4M +28,513 +15%
LWA
35
Lenox Wealth Advisors
New York
$10.4M +$294K +5,981 +3%
ST
36
Smithfield Trust
Pennsylvania
$9.96M -$1.44M -29,426 -13%
Goldman Sachs
37
Goldman Sachs
New York
$8.8M +$140K +2,858 +2%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$8.65M +$55K +1,120 +0.6%
EWM
39
Empirical Wealth Management
Washington
$8.55M -$518K -10,550 -6%
NA
40
NewEdge Advisors
Louisiana
$8.41M +$184K +3,754 +2%
AssetMark Inc
41
AssetMark Inc
California
$8.37M -$2.17M -44,119 -21%
TPCW
42
TD Private Client Wealth
New York
$8.1M +$8.1M +164,945 New
ERIM
43
Eagle Ridge Investment Management
Connecticut
$7.74M +$340K +6,929 +5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$7.58M +$647K +13,170 +9%
BSW
45
Buckingham Strategic Wealth
Missouri
$7.28M +$1.46M +29,781 +25%
PWMG
46
Prestige Wealth Management Group
New Jersey
$7.22M -$116K -2,359 -2%
BWA
47
BDO Wealth Advisors
Florida
$7.18M -$43.3K -882 -0.6%
BUB
48
BBVA USA Bancshares
Texas
$7.1M -$62.4K -1,271 -0.9%
CCM
49
Condor Capital Management
New Jersey
$6.9M -$70K -1,425 -1%
ASW
50
Astoria Strategic Wealth
Texas
$6.9M +$6.9M +140,124 New
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