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SPDR Nuveen ICE Short Term Municipal Bond ETF
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Overview Fund Activity

426 hedge funds and large institutions have $3.96B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-5
Holders Change %
-1.16%
% of All Funds
6.72%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
39
Increased
135
Reduced
170
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$165M
2
Wells Fargo
Wells Fargo
California
$295M
3
UCFA
United Capital Financial Advisors
Texas
$217M
4
QC
Quent Capital
New York
$31.5M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$18.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$283M
2
BWM
Biltmore Wealth Management
Arizona
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$15.6M
4
Bank of America
Bank of America
North Carolina
$737M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMR
151
Wealth Management Resources
Rhode Island
$1.47M +$944K +20,054 +178%
BC
152
Brio Consultants
California
$1.45M +$1.45M +30,916 New
SFWC
153
Strategic Family Wealth Counselors
New Jersey
$1.36M – – –
MG
154
Mather Group
Illinois
$1.35M -$15K -318 -1%
PWM
155
Perigon Wealth Management
California
$1.33M +$1.33M +28,368 New
Lazard Asset Management
156
Lazard Asset Management
New York
$1.33M -$1.35M – –
LWA
157
LWS Wealth Advisors
New Jersey
$1.33M +$235K +5,005 +21%
HWMG
158
Hurlow Wealth Management Group
Indiana
$1.33M +$55.2K +1,174 +4%
PFG
159
PAX Financial Group
Texas
$1.32M -$134K -2,856 -9%
APP
160
Avantax Planning Partners
Iowa
$1.3M -$430K -9,137 -25%
CCB
161
Country Club Bank
Missouri
$1.3M -$7.42K -158 -0.6%
BCG
162
Breakwater Capital Group
New Jersey
$1.27M -$246K -5,220 -16%
RT
163
Rockland Trust
Massachusetts
$1.26M +$372K +7,909 +42%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$1.26M +$70.5K +1,498 +6%
LWP
165
Laurel Wealth Planning
Minnesota
$1.19M +$39K +828 +3%
TC
166
Telemus Capital
Michigan
$1.19M -$282K -6,000 -19%
CF
167
Clarity Financial
Texas
$1.18M +$1.18M +25,065 New
CFMC
168
Curbstone Financial Management Corp
New Hampshire
$1.18M – – –
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$1.16M -$703K -14,935 -38%
QWM
170
QP Wealth Management
New Jersey
$1.16M +$68K +1,445 +6%
MML Investors Services
171
MML Investors Services
Massachusetts
$1.16M +$56.2K +1,195 +5%
KWM
172
Keebeck Wealth Management
Illinois
$1.15M +$272K +5,777 +31%
RWM
173
Ritholtz Wealth Management
New York
$1.15M -$1.17M -24,891 -50%
SHJ
174
Sharkey, Howes & Javer
Colorado
$1.14M -$556K -11,820 -33%
WSTAM
175
Wilbanks Smith & Thomas Asset Management
Virginia
$1.14M -$166K -3,520 -13%
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