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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

297 hedge funds and large institutions have $3.12B invested in SPDR Nuveen ICE Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 115 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-22
Holders Change %
-6.9%
% of All Funds
4.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
29
Increased
94
Reduced
115
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$452M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
3
IWC
Integrated Wealth Concepts
Massachusetts
$39.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$175M
5
BCM
BlueCrest Capital Management
Jersey
$21.5M

Top Sellers

1
Jane Street
Jane Street
New York
$12.7M
2
Wealthfront Advisers
Wealthfront Advisers
California
$467M
3
SFA
Sequoia Financial Advisors
Ohio
$1.41M
4
PFO
Pathstone Family Office
New Jersey
$0
5
Bank of America
Bank of America
North Carolina
$476M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$6.04K +$187 +4 +3%
HGERS
277
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6K +124 New
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$5.01K -$2.25K -48 -31%
NFSG
279
Newbridge Financial Services Group
Florida
$3.74K – – –
S
280
SignatureFD
Georgia
$3.7K +$609 +13 +20%
EWM
281
Endurance Wealth Management
Rhode Island
$3K – – –
AA
282
Ancora Advisors
Ohio
$2.95K +$2.95K +63 New
PWMG
283
Prestige Wealth Management Group
New Jersey
$2.01K – – –
CA
284
Clearstead Advisors
Ohio
$1.78K – – –
FFA
285
Farther Finance Advisors
California
$1.73K – – –
KFI
286
Key Financial Inc
Pennsylvania
$1.17K -$18.2K -389 -94%
RCM
287
Raleigh Capital Management
North Carolina
$1.08K – – –
TFA
288
Transamerica Financial Advisors
Florida
$1K -$126K -252 -99%
AWM
289
AllSquare Wealth Management
New York
$983 – – –
RDFA
290
Ritter Daniher Financial Advisory
Ohio
$562 +$562 +12 New
GWSA
291
Global Wealth Strategies & Associates
Colorado
$515 -$3.7K -79 -88%
WPWM
292
Western Pacific Wealth Management
Illinois
$468 – – –
GWS
293
Glassman Wealth Services
Virginia
$328 – – –
BWM
294
BerganKDV Wealth Management
Minnesota
$188 +$188 +4 New
GEA
295
Glen Eagle Advisors
New Jersey
$187 – – –
RWM
296
Ruedi Wealth Management
Illinois
$32 – – –
SSB
297
Sandy Spring Bank
Maryland
$4 -$3 – –
PFO
298
Pathstone Family Office
New Jersey
– -$67.2M -1,474,056 Closed
Susquehanna International Group
299
Susquehanna International Group
Pennsylvania
– -$15.9M -348,047 Closed
AAS
300
Avantax Advisory Services
Texas
– -$6.73M -147,467 Closed
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