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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 %
EH
151
Equitable Holdings
New York
$1.53M +$167K +3,498 +12%
BSWM
152
Boston Standard Wealth Management
Massachusetts
$1.53M
CL
153
Choreo LLC
Illinois
$1.49M +$1.49M +31,086 New
WIM
154
Westside Investment Management
California
$1.45M -$936K -19,587 -39%
LFA
155
Legacy Financial Advisors
Kentucky
$1.43M +$1.43M +30,019 New
TCG
156
Transcendent Capital Group
Oklahoma
$1.43M +$1.43M +29,976 New
1IA
157
1834 Investment Advisors
Wisconsin
$1.42M
BOPW
158
Brandywine Oak Private Wealth
Pennsylvania
$1.4M +$810K +16,941 +137%
SFWC
159
Strategic Family Wealth Counselors
New Jersey
$1.38M
NAS
160
Nicolet Advisory Services
Wisconsin
$1.37M -$1.11M -23,220 -45%
SPIA
161
Steward Partners Investment Advisory
New York
$1.37M +$161K +3,369 +13%
SCA
162
STALEY CAPITAL ADVISERS
Pennsylvania
$1.36M -$519K -10,850 -28%
RT
163
Rockland Trust
Massachusetts
$1.35M +$740K +15,479 +121%
JWS
164
Juncture Wealth Strategies
Arizona
$1.31M +$172K +3,602 +15%
Lazard Asset Management
165
Lazard Asset Management
New York
$1.3M -$1.26M
MG
166
Mather Group
Illinois
$1.3M +$34.3K +718 +3%
ACP
167
Aviance Capital Partners
Florida
$1.3M -$211K -4,410 -14%
ACA
168
Ackerman Capital Advisors
Texas
$1.28M -$14.6M -305,286 -92%
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$1.25M +$28.2K +591 +2%
CAMG
170
CWA Asset Management Group
Florida
$1.21M -$82.7K -1,730 -6%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$1.2M +$726K +15,177 +152%
APP
172
Avantax Planning Partners
Iowa
$1.2M -$90.1K -1,886 -7%
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$1.19M
AEPWM
174
Atlantic Edge Private Wealth Management
Florida
$1.19M +$1.19M +24,971 New
MWM
175
Modera Wealth Management
New Jersey
$1.18M -$394K -8,247 -25%