We are live on ! Find out more
TFI icon

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
GRP
101
Global Retirement Partners
California
$1.32M +$195K +4,228 +17%
IWC
102
Integrated Wealth Concepts
Massachusetts
$1.3M +$378K +8,187 +40%
FLA
103
Financial Life Advisors
Texas
$1.24M -$17K -369 -1%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$1.24M +$397K +8,619 +46%
AWS
105
Atria Wealth Solutions
New York
$1.23M +$481K +10,420 +63%
NA
106
Novus Advisors
South Carolina
$1.2M +$1.21M +26,272 New
FNWM
107
Financial Network Wealth Management
Utah
$1.13M
BCI
108
Brinker Capital Investments
Pennsylvania
$1.12M -$79.5K -1,723 -7%
OPS
109
Orion Portfolio Solutions
Nebraska
$1.12M -$79.5K -1,723 -7%
ES
110
Eagle Strategies
New York
$1.12M -$8.49K -184 -0.7%
SAI
111
Savvy Advisors Inc
New York
$1.11M -$4.01K -87 -0.4%
TIM
112
Tortoise Investment Management
New York
$1.1M
PTC
113
Private Trust Company
Ohio
$1.09M +$40.1K +869 +4%
CIAS
114
CFS Investment Advisory Services
New Jersey
$1.08M -$695K -15,076 -39%
CA
115
Cumberland Advisors
Florida
$1.07M +$140K +3,030 +15%
SFA
116
Sequoia Financial Advisors
Ohio
$1.04M -$1.15K -25 -0.1%
OC
117
Oppenheimer & Co
New York
$1.01M +$350K +7,598 +53%
BC
118
Bowman & Company
Wisconsin
$970K +$980K +21,257 New
AO
119
Advisor OS
Illinois
$964K -$1.06M -22,988 -52%
PAG
120
Private Advisor Group
New Jersey
$957K -$151K -3,269 -13%
LW
121
Linscomb Wealth
Texas
$935K
SWA
122
Stratos Wealth Advisors
Ohio
$933K +$88K +1,909 +10%
VT
123
Vise Technologies
New York
$920K -$86.4K -1,873 -8%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$916K -$22.6K -489 -2%
AA
125
Alesco Advisors
New York
$908K -$7.29K -158 -0.8%

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.