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SPDR Nuveen ICE Municipal Bond ETF
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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 %
FAM
176
Family Asset Management
South Carolina
$326K -$480K -10,981 -60%
DAS
177
Dynamic Advisor Solutions
Arizona
$325K +$18.7K +428 +6%
AWM
178
AE Wealth Management
Kansas
$317K -$6.64K -152 -2%
WTC
179
WhitTier Trust Company
Nevada
$315K +$612 +14 +0.2%
SQA
180
Simon Quick Advisors
New Jersey
$313K +$313K +7,152 New
SYBT
181
Stock Yards Bank & Trust
Kentucky
$311K +$311K +7,115 New
IWP
182
Icon Wealth Partners
Texas
$309K – – –
AWE
183
Avidian Wealth Enterprises
Texas
$307K -$9.05K -207 -3%
MA
184
Mutual Advisors
Nebraska
$307K -$325K -7,446 -51%
SAG
185
SageView Advisory Group
California
$304K +$830 +19 +0.3%
1IA
186
1620 Investment Advisors
Massachusetts
$301K – – –
CSPIA
187
Cary Street Partners Investment Advisory
Virginia
$296K – – –
RWM
188
Reston Wealth Management
Virginia
$296K +$296K +6,767 New
William Blair & Company
189
William Blair & Company
Illinois
$295K +$167K +3,811 +129%
HDIM
190
Hanson & Doremus Investment Management
Vermont
$292K – – –
CWS
191
Cypress Wealth Services
California
$289K -$1.4M -32,102 -83%
DWT
192
Dorsey & Whitney Trust
South Dakota
$288K -$44.1K -1,010 -13%
ECM
193
Exchange Capital Management
Michigan
$284K – – –
CWA
194
Consilio Wealth Advisors
Washington
$281K -$354K -8,184 -56%
EWM
195
EPG Wealth Management
Georgia
$280K +$1.7K +39 +0.6%
CA
196
Continuum Advisory
Idaho
$275K +$3.19K +73 +1%
CFG
197
Cooper Financial Group
California
$269K – – –
PWM
198
Perigon Wealth Management
California
$265K -$191K -4,375 -42%
CA
199
Claro Advisors
Massachusetts
$264K +$60.7K +1,389 +30%
DWM
200
Dakota Wealth Management
Florida
$263K +$263K +6,026 New
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8
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