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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 %
Creative Planning
126
Creative Planning
Kansas
$883K +$62.8K +1,436 +8%
APW
127
Austin Private Wealth
Texas
$883K -$21.5K -493 -2%
LHC
128
Little House Capital
Massachusetts
$873K -$135K -3,091 -13%
GI
129
Gradient Investments
Minnesota
$869K +$186K +4,264 +27%
ITB
130
Idaho Trust Bank
Idaho
$849K +$26.3K +601 +3%
OFG
131
Omega Financial Group
California
$830K -$143K -3,271 -15%
MC
132
Moors & Cabot
Massachusetts
$807K -$20.8K -475 -3%
JWS
133
Juncture Wealth Strategies
Arizona
$798K +$61K +1,396 +8%
WMR
134
Wealth Management Resources
Rhode Island
$752K +$70.6K +1,615 +10%
PA
135
PFW Advisors
Georgia
$749K – – –
NFG
136
Northeast Financial Group
Pennsylvania
$723K +$116K +2,644 +19%
KAS
137
Kestra Advisory Services
Texas
$714K +$303K +6,942 +74%
Goldman Sachs
138
Goldman Sachs
New York
$673K – – –
GWP
139
Gateway Wealth Partners
Wisconsin
$670K -$283K -6,482 -30%
LFAS
140
Level Four Advisory Services
Texas
$662K +$113K +2,582 +21%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$661K -$242K -5,537 -27%
HWAM
142
Hennion & Walsh Asset Management
New Jersey
$646K +$10.9K +250 +2%
CFP
143
Cypress Financial Planning
New Jersey
$646K +$126K +2,874 +24%
CFGS
144
Concourse Financial Group Securities
Alabama
$642K +$126K +2,888 +24%
SAM
145
Sawgrass Asset Management
Florida
$626K – – –
Franklin Resources
146
Franklin Resources
California
$625K -$40K -915 -6%
FAFN
147
First Affirmative Financial Network
Colorado
$604K -$13.9K -318 -2%
FWA
148
Freedom Wealth Alliance
Wisconsin
$601K -$7.52K -172 -1%
Deutsche Bank
149
Deutsche Bank
Germany
$590K – – –
SF
150
Synovus Financial
Georgia
$584K +$393 +9 +0.1%
4 5
6
7 8