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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 %
IAA
176
Independent Advisor Alliance
North Carolina
$938K +$938K +19,094 New
SFS
177
Strategic Financial Services
New York
$934K +$934K +19,025 New
VCM
178
Vivaldi Capital Management
Illinois
$929K – – –
WCA
179
Westover Capital Advisors
Delaware
$928K +$8.89K +181 +1%
OC
180
Oarsman Capital
Wisconsin
$887K +$40.5K +825 +5%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$883K -$11.2M -228,602 -93%
DWM
182
Dakota Wealth Management
Florida
$878K -$589 -12 -0.1%
PG
183
Proffitt & Goodson
Tennessee
$868K -$11.9K -242 -1%
AI
184
Atria Investments
North Carolina
$864K -$22.4K -457 -3%
Creative Planning
185
Creative Planning
Kansas
$856K +$122K +2,488 +17%
ACP
186
Aveo Capital Partners
Colorado
$845K +$139K +2,836 +20%
WANY
187
Wealthspire Advisors (New York)
New York
$800K +$9.04K +184 +1%
OC
188
Oppenheimer & Co
New York
$786K -$38.3K -780 -5%
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$780K +$97.2K +1,979 +14%
MFG
190
Magnus Financial Group
New York
$779K +$491 +10 +0.1%
PPW
191
Pasadena Private Wealth
California
$767K -$49K -998 -6%
OAM
192
Occidental Asset Management
California
$766K -$255K -5,200 -25%
NPT
193
Nixon Peabody Trust
Massachusetts
$761K – – –
SWMG
194
Signature Wealth Management Group
Georgia
$744K +$34K +692 +5%
NNP
195
Nachman Norwood & Parrott
South Carolina
$743K – – –
FUBT
196
First United Bank & Trust
Maryland
$743K +$47.1K +960 +7%
PP
197
PagnatoKarp Partners
Virginia
$726K +$590 +12 +0.1%
CM
198
Columbus Macro
Pennsylvania
$714K -$79.2K -1,612 -10%
IWMA
199
Ironwood Wealth Management (Arizona)
Arizona
$697K +$4.62K +94 +0.7%
First Trust Advisors
200
First Trust Advisors
Illinois
$697K +$5.06K +103 +0.7%
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