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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 %
HWMG
101
Hurlow Wealth Management Group
Indiana
$2.95M +$1.6M +33,527 +119%
PAG
102
Private Advisor Group
New Jersey
$2.94M -$297K -6,207 -9%
AWM
103
AE Wealth Management
Kansas
$2.9M -$319K -6,707 -10%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$2.83M +$240K +5,017 +9%
ML
105
McAdam LLC
Pennsylvania
$2.78M +$260K +5,439 +10%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$2.73M -$1.91M -39,903 -41%
FIBT
107
First International Bank & Trust
North Dakota
$2.72M -$321K -6,722 -11%
JWM
108
JFG Wealth Management
Colorado
$2.67M +$2.3M +48,214 +638%
MWC
109
MBM Wealth Consultants
Missouri
$2.64M +$735K +15,442 +39%
LWM
110
LJI Wealth Management
Indiana
$2.59M -$729K -15,263 -22%
IWM
111
IHT Wealth Management
Illinois
$2.58M +$1.87M +39,187 +264%
EGA
112
Eagle Global Advisors
Texas
$2.58M +$201K +4,200 +8%
BSW
113
Buckingham Strategic Wealth
Missouri
$2.57M -$109K -2,276 -4%
Corient Private Wealth
114
Corient Private Wealth
Florida
$2.49M +$2.24M +46,836 +893%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$2.45M -$1.28M -26,786 -34%
US Bancorp
116
US Bancorp
Minnesota
$2.43M +$137K +2,867 +6%
TC
117
Telemus Capital
Michigan
$2.42M +$1.29M +27,050 +115%
SC
118
Sykon Capital
New York
$2.42M +$2.42M +50,612 New
SF
119
Summit Financial
New Jersey
$2.32M +$2.32M +48,562 New
CG
120
Clifford Group
Massachusetts
$2.31M +$21.9K +458 +1%
MPM
121
Meritage Portfolio Management
Kansas
$2.31M -$92.5K -1,935 -4%
RFO
122
RiverGlades Family Offices
Florida
$2.24M -$112K -2,349 -5%
KPWS
123
Kestra Private Wealth Services
Texas
$2.23M +$1.78M +37,278 +395%
SAG
124
SageView Advisory Group
California
$2.23M -$2.34M -50,591 Closed
FPAS
125
Focus Partners Advisor Solutions
Missouri
$2.17M -$249K -5,217 -10%