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State Street SPDR Nuveen ICE Municipal Bond ETF

323 hedge funds and large institutions have $3.23B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

7% more funds holding

Funds holding: 302323 (+21)

1.2% more ownership

Funds ownership: 86.15%87.34% (+1.2%)

3% more capital invested

Capital invested by funds: $3.12B → $3.23B (+$106M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 107

Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
107
Reduced
107
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthShield Partners
North Carolina
$2.52M +$1.44M +31,215 +129%
KAS
77
Kestra Advisory Services
Texas
$2.46M +$16.9K +366 +0.7%
JWM
78
JFG Wealth Management
Colorado
$2.44M +$2.18M +47,177 +749%
SAM
79
Strive Asset Management
Ohio
$2.43M +$2.46M +53,267 New
CWM
80
Cornerstone Wealth Management
Missouri
$2.2M -$369 -8 -0%
CFGS
81
Concourse Financial Group Securities
Alabama
$2.01M +$564K +12,233 +38%
FNC
82
First National Corp
Massachusetts
$2M +$2.54K +55 +0.1%
APW
83
Austin Private Wealth
Texas
$1.97M +$14.5K +314 +0.7%
Citigroup
84
Citigroup
New York
$1.84M +$60.9K +1,320 +3%
UCFA
85
United Capital Financial Advisors
Texas
$1.81M +$14.6K +317 +0.8%
SW
86
SteelPeak Wealth
California
$1.77M -$981K -21,265 -35%
HI
87
Harbour Investments
Wisconsin
$1.77M +$332K +7,203 +23%
GAG
88
Goodman Advisory Group
Massachusetts
$1.72M -$33.3K -721 -2%
IA
89
IFP Advisors
Florida
$1.65M -$5.44K -118 -0.3%
BL
90
Balentine LLC
Georgia
$1.65M +$1.57M +33,982 +1,518%
SA
91
Sanctuary Advisors
Indiana
$1.65M +$62.8K +1,362 +4%
ERIC
92
Eagle Rock Investment Company
Georgia
$1.61M +$6K +130 +0.4%
OWA
93
One Wealth Advisors
California
$1.61M -$184 -4 -0%
MWA
94
Moser Wealth Advisors
Washington
$1.6M -$85.3K -1,850 -5%
EAMA
95
EFG Asset Management (Americas)
Florida
$1.58M -$224K -4,867 -12%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$1.53M -$240K -5,208 -13%
DJSG
97
D.J. St. Germain
Massachusetts
$1.51M -$110K -2,385 -7%
WA
98
WBH Advisory
Maryland
$1.46M +$162K +3,508 +12%
CWG
99
Cornerstone Wealth Group
North Carolina
$1.39M +$54.7K +1,187 +4%
IAA
100
Independent Advisor Alliance
North Carolina
$1.37M +$1.38M +29,946 New

TFI Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2024, worth a combined $3.23B — up 3.4% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new TFI positions and 29 closed out — a net gain of 28 holders — while 107 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $98.4M. The largest seller was Bank of Montreal, cutting an estimated $15.3M.

  • 323 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2024, up from 302 in Q3 2024.
  • Funds reported $3.23B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2024 and 29 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2024 was Morgan Stanley, an estimated $98.4M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2024 was Bank of Montreal, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.