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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 %
CTA
101
Chesley Taft & Associates
Illinois
$2.74M +$98.2K +2,000 +4%
PWP
102
Personal Wealth Partners
Minnesota
$2.74M +$250K +5,095 +10%
CPO
103
Cerity Partners OCIO
New York
$2.74M +$4.98K +101 +0.2%
MML Investors Services
104
MML Investors Services
Massachusetts
$2.47M +$275K +5,606 +13%
SFG
105
StrategIQ Financial Group
Indiana
$2.47M +$645K +13,128 +35%
Lazard Asset Management
106
Lazard Asset Management
New York
$2.44M -$2.43M – –
PAG
107
Private Advisor Group
New Jersey
$2.29M -$550K -11,203 -19%
LNC
108
Lincoln National Corp
Pennsylvania
$2.25M +$297K +6,049 +15%
RFO
109
RiverGlades Family Offices
Florida
$2.24M -$164K -3,330 -7%
ML
110
McAdam LLC
Pennsylvania
$2.22M +$303K +6,166 +16%
AWM
111
Avior Wealth Management
Nebraska
$2.2M +$143K +2,905 +7%
IA
112
Independence Advisors
Pennsylvania
$2.2M – – –
PFP
113
Pinnacle Financial Partners
Tennessee
$2.2M +$19.4K +394 +0.9%
FF
114
Friedenthal Financial
New Jersey
$2.16M -$3.09K -63 -0.1%
KL
115
KWMG LLC
Kansas
$2.15M +$230K +4,686 +12%
SW
116
SVB Wealth
Massachusetts
$2.06M -$77.4K -1,576 -4%
OFG
117
Omega Financial Group
California
$2.03M +$115K +2,346 +6%
AAP
118
Arax Advisory Partners
Colorado
$2.02M +$177K +3,608 +10%
LSPW
119
Lake Street Private Wealth
Illinois
$1.99M +$809K +16,474 +68%
CWM
120
CMH Wealth Management
New Hampshire
$1.98M – – –
PA
121
Parkside Advisors
California
$1.98M -$1.67M -34,094 -46%
ONB
122
Old National Bancorp
Indiana
$1.96M +$281K +5,718 +17%
SP
123
Symmetry Partners
Connecticut
$1.93M – – –
SIM
124
Sadoff Investment Management
Wisconsin
$1.9M – – –
LWP
125
Legacy Wealth Partners
California
$1.87M +$1.87M +37,878 New
3 4
5
6 7