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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 %
LWP
176
Laurel Wealth Planning
Minnesota
$1.16M -$28.9K -604 -2%
VCM
177
Vision Capital Management
Oregon
$1.16M +$649K +13,590 +128%
FFO
178
Fiduciary Family Office
Florida
$1.16M +$1.16M +24,239 New
PWM
179
Perigon Wealth Management
California
$1.14M -$156K -3,274 -12%
RWM
180
Ritholtz Wealth Management
New York
$1.13M +$1.48K +31 +0.1%
OWA
181
One Wealth Advisors
California
$1.12M -$1.25M -26,155 -53%
FCH
182
Freestone Capital Holdings
Washington
$1.07M +$522K +10,921 +94%
BWM
183
Brown Wealth Management
Illinois
$1.07M +$139K +2,918 +15%
PP
184
Prosperity Planning
Missouri
$1.06M -$1.03M
TPWA
185
TRUE Private Wealth Advisors
Oregon
$1.06M -$835K -17,468 -44%
MSFS
186
Main Street Financial Solutions
Pennsylvania
$1.05M +$13.5K +282 +1%
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$1.04M -$255K -5,340 -20%
Prudential Financial
188
Prudential Financial
New Jersey
$1.03M +$20.7K +433 +2%
CCA
189
Clearwater Capital Advisors
Illinois
$1.02M +$114K +2,385 +13%
TC
190
TownSquare Capital
Utah
$1M +$167K +3,504 +20%
WT
191
Washington Trust
Rhode Island
$997K +$997K +20,865 New
OFG
192
Omega Financial Group
California
$978K -$13K -272 -1%
IP
193
Investment Partners
Ohio
$972K +$19.9K +417 +2%
MA
194
Mutual Advisors
Nebraska
$968K +$13.1K +275 +1%
NW
195
NewEdge Wealth
Pennsylvania
$947K -$142K -2,965 -13%
DWM
196
Dakota Wealth Management
Florida
$944K
CCWA
197
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$912K +$912K +19,074 New
ITB
198
Idaho Trust Bank
Idaho
$911K -$980K -20,507 -52%
DADC
199
D.A. Davidson & Co
Montana
$899K +$899K +18,815 New
CCB
200
Country Club Bank
Missouri
$897K -$147K -3,078 -14%