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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 %
Bank of America
1
Bank of America
North Carolina
$737M +$22M +447,156 +3%
RJA
2
Raymond James & Associates
Florida
$194M +$63.5M +1,292,181 +49%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M -$4.95M -100,839 -4%
Morgan Stanley
4
Morgan Stanley
New York
$111M -$2.22M -45,263 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$85.3M +$14.1M +286,607 +20%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$79.1M +$2.69M +54,747 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$68.8M +$3.27M +66,589 +5%
BWM
8
Biltmore Wealth Management
Arizona
$65.8M +$320K +6,519 +0.5%
UBS Group
9
UBS Group
Switzerland
$59.4M -$25.9M -526,390 -30%
Citigroup
10
Citigroup
New York
$58.9M +$490K +9,980 +0.8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$58.4M +$275K +5,606 +0.5%
Ameriprise
12
Ameriprise
Minnesota
$53.9M +$3.02M +61,476 +6%
CAM
13
Caprin Asset Management
Virginia
$42.3M -$166K -3,377 -0.4%
Wells Fargo
14
Wells Fargo
California
$41.9M -$11M -223,583 -21%
Stifel Financial
15
Stifel Financial
Missouri
$28.2M +$4.85M +98,728 +21%
AWA
16
Alaska Wealth Advisors
Alaska
$27.3M +$23.2M +472,096 +559%
TNBTD
17
Trustmark National Bank Trust Department
Mississippi
$26.3M +$787K +16,029 +3%
Truist Financial
18
Truist Financial
North Carolina
$23.7M +$23.7M +481,857 New
PSUF
19
People's United Financial
Connecticut
$22.3M +$630K +12,825 +3%
G
20
GenTrust
Florida
$22M +$6.97M +142,022 +46%
RWP
21
RWA Wealth Partners
Massachusetts
$22M +$1.6M +32,653 +8%
ECM
22
ETrade Capital Management
Virginia
$19.2M +$2.71M +55,157 +16%
Financial Engines Advisors
23
Financial Engines Advisors
California
$18.7M +$1.37M +27,814 +8%
PPW
24
Parcion Private Wealth
Washington
$18.1M +$18.1M +368,298 New
AWS
25
AJ Wealth Strategies
New York
$17.9M +$2.42M +49,189 +16%
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