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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
NA
126
NewEdge Advisors
Louisiana
$886K +$657K +14,256 +276%
SFO
127
Stokes Family Office
Louisiana
$880K
APW
128
Aventura Private Wealth
Florida
$855K +$865K +18,746 New
GI
129
Gradient Investments
Minnesota
$853K -$106K -2,291 -11%
Creative Planning
130
Creative Planning
Kansas
$850K +$31.1K +674 +4%
TCG
131
Transcendent Capital Group
Oklahoma
$848K -$102K -2,207 -11%
RWP
132
RWA Wealth Partners
Massachusetts
$842K
OFG
133
Omega Financial Group
California
$840K -$11.8K -256 -1%
FWA
134
FOCUS Wealth Advisors
Texas
$840K -$45.1K -978 -5%
ITB
135
Idaho Trust Bank
Idaho
$837K -$1.48K -32 -0.2%
FWP
136
Forefront Wealth Partners
Texas
$831K +$840K +18,217 New
STA
137
Summit Trail Advisors
New York
$828K +$837K +18,144 New
FMWA
138
Forvis Mazars Wealth Advisors
Missouri
$827K -$83.8K -1,817 -9%
LHC
139
Little House Capital
Massachusetts
$820K -$121K -2,613 -13%
WCP
140
Wealthcare Capital Partners
Pennsylvania
$809K +$818K +17,730 New
TFG
141
Tilson Financial Group
New Jersey
$808K +$69.4K +1,505 +9%
FPAS
142
Focus Partners Advisor Solutions
Missouri
$781K +$790K +17,125 New
KWM
143
Keebeck Wealth Management
Illinois
$781K +$37.5K +814 +5%
ACP
144
Aveo Capital Partners
Colorado
$775K +$13.4K +290 +2%
Wealthfront Advisers
145
Wealthfront Advisers
California
$769K -$122K -2,652 -14%
HBW
146
Hazlett, Burt & Watson
West Virginia
$764K
LFAS
147
Level Four Advisory Services
Texas
$751K +$2.12K +46 +0.3%
JWS
148
Juncture Wealth Strategies
Arizona
$747K -$127K -2,745 -14%
DC
149
Dorval Corp
Minnesota
$728K -$136K -2,943 -16%
CA
150
Claro Advisors
Massachusetts
$697K -$227K -4,922 -24%

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.