SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF

428 hedge funds and large institutions have $4.2B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 111 increasing their positions, 186 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+26
Holders Change %
+6.47%
% of All Funds
6.27%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.1%
New
81
Increased
111
Reduced
186
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HAIM
51
Hunter Associates Investment Management
Pennsylvania
$5.91M +$129K +2,700 +2%
RJA
52
Raymond James & Associates
Florida
$5.88M -$750K -15,691 -11%
Charles Schwab
53
Charles Schwab
California
$5.71M -$531K -11,114 -9%
SWA
54
Strategies Wealth Advisors
Michigan
$5.68M -$167K -3,486 -3%
TFA
55
Transamerica Financial Advisors
Florida
$5.66M -$214K -4,477 -4%
DIA
56
Davidson Investment Advisors
Montana
$5.59M -$393K -8,228 -7%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$5.55M -$102K -2,133 -2%
AWA
58
Alaska Wealth Advisors
Alaska
$5.53M -$30.8M -643,445 -85%
ES
59
Eagle Strategies
New York
$5.51M +$383K +8,018 +7%
MI
60
Moneywise Inc
Virginia
$5.41M -$74.3K -1,555 -1%
ACM
61
AUA Capital Management
Pennsylvania
$5.38M +$489K +10,236 +10%
AWM
62
Apollon Wealth Management
South Carolina
$5.36M +$4.44M +92,828 +481%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$5.33M +$5.33M +111,432 New
B
64
Bridgeworth
Alabama
$5.3M +$5.3M +110,950 New
CAN
65
Cetera Advisor Networks
California
$5.26M +$535K +11,191 +11%
BCI
66
Brinker Capital Investments
Pennsylvania
$5.08M -$43.7K -913 -0.9%
OPS
67
Orion Portfolio Solutions
Nebraska
$5.08M -$43.7K -913 -0.9%
KC
68
Kades & Cheifetz
Pennsylvania
$5.07M -$1.56M -32,631 -24%
HighTower Advisors
69
HighTower Advisors
Illinois
$5.03M +$710K +14,881 +16%
LCM
70
Leisure Capital Management
California
$4.98M -$792K -16,573 -14%
AWA
71
Aaron Wealth Advisors
Illinois
$4.89M
JFGLC
72
Johnson Financial Group LLC (Colorado)
Colorado
$4.82M +$4.59M +96,021 +1,969%
SIM
73
Studio Investment Management
Illinois
$4.8M -$266K -5,570 -5%
M&T Bank
74
M&T Bank
New York
$4.58M -$581K -12,157 -11%
ST
75
Smithfield Trust
Pennsylvania
$4.57M -$77.3K -1,618 -2%