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SPDR Nuveen ICE Municipal Bond ETF
TFI

Overview Fund Activity

294 hedge funds and large institutions have $2.89B invested in SPDR Nuveen ICE Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-13
Holders Change %
-4.23%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
41
Increased
93
Reduced
102
Closed
50
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
+$260K

Top Buyers

1
Jane Street
1
Jane Street
New York
$41.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$31.1M
4
PFO
4
Pathstone Family Office
New Jersey
$25M
5
OCM
5
One Capital Management
California
$36M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$275M
2
Barclays
2
Barclays
United Kingdom
$0
3
Betterment LLC
3
Betterment LLC
New York
$225M
4
LPL Financial
4
LPL Financial
California
$52.7M
5
OWA
5
One Wealth Advisors
California
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
76
XML Financial
Maryland
$2.56M +$1.99M +45,557 +351%
PAS
77
Park Avenue Securities
New York
$2.54M -$3.1K -71 -0.1%
WP
78
WealthSource Partners
California
$2.49M -$4.55M -104,068 -65%
ACP
79
Aveo Capital Partners
Colorado
$2.49M +$18.5K +424 +0.8%
CAN
80
Cetera Advisor Networks
California
$2.39M +$70.8K +1,619 +3%
Mariner
81
Mariner
Kansas
$2.29M -$743K -16,998 -24%
WA
82
WBH Advisory
Maryland
$2.24M -$75.8K -1,734 -3%
1WM
83
1900 Wealth Management
Texas
$2.21M -$7.09M -162,241 -76%
FNC
84
First National Corp
Massachusetts
$2.09M +$6.12K +140 +0.3%
FTS
85
Fifth Third Securities
Ohio
$2.01M +$31.8K +728 +2%
SWA
86
Stratos Wealth Advisors
Ohio
$1.93M -$1.76M -40,318 -48%
SFO
87
Stokes Family Office
Louisiana
$1.92M -$2.13M -48,790 -53%
DJSG
88
D.J. St. Germain
Massachusetts
$1.88M +$178K +4,079 +10%
EK
89
Evensky & Katz
Florida
$1.85M +$296K +6,782 +19%
IA
90
IFP Advisors
Florida
$1.75M -$104K -2,374 -6%
TIM
91
Tortoise Investment Management
New York
$1.74M -$341K -7,807 -16%
OWA
92
One Wealth Advisors
California
$1.71M -$14.7M -335,373 -90%
Citigroup
93
Citigroup
New York
$1.7M +$175 +4 +0%
MWA
94
Moser Wealth Advisors
Washington
$1.7M -$52.4K -1,200 -3%
GS
95
GTS Securities
New York
$1.63M +$1.63M +37,363 New
ERIC
96
Eagle Rock Investment Company
Georgia
$1.62M -$79.5K -1,819 -5%
AAS
97
Avantax Advisory Services
Texas
$1.57M +$1.57M +36,002 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$1.57M -$320K -7,322 -17%
MFA
99
Mayflower Financial Advisors
Massachusetts
$1.54M -$2.48M -56,798 -62%
KWM
100
Keebeck Wealth Management
Illinois
$1.5M -$2.58M -59,053 -63%
2 3
4
5 6