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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 %
KeyBank National Association
201
KeyBank National Association
Ohio
$262K – – –
RIA
202
Regal Investment Advisors
Michigan
$260K -$1.19M -27,284 -82%
BAM
203
BOS Asset Management
Illinois
$256K +$256K +5,847 New
CWM
204
Cornerstone Wealth Management
Missouri
$252K -$69K -1,578 -21%
FFN
205
Focus Financial Network
Minnesota
$250K +$54.6K +1,250 +28%
CAL
206
Capital Analysts LLC
Pennsylvania
$249K +$349 +8 +0.1%
GKWIM
207
Gerber Kawasaki Wealth & Investment Management
California
$247K -$97.3K -2,227 -28%
SPA
208
Sentinel Pension Advisors
Massachusetts
$246K -$30.5K -697 -11%
AWS
209
Atria Wealth Solutions
New York
$245K +$245K +5,617 New
WA
210
WealthTrust Axiom
Pennsylvania
$240K – – –
JWM
211
JFG Wealth Management
Colorado
$237K +$699 +16 +0.3%
Cerity Partners
212
Cerity Partners
New York
$229K +$229K +5,244 New
WPC
213
Wedmont Private Capital
Pennsylvania
$229K – – –
IC
214
Inscription Capital
Texas
$228K – – –
TFCP
215
Twin Focus Capital Partners
Massachusetts
$214K – – –
THWM
216
Taylor Hoffman Wealth Management
Virginia
$203K – – –
EB
217
Exchange Bank
California
$202K – – –
LWANC
218
Laurel Wealth Advisors (North Carolina)
North Carolina
$201K -$114K -2,600 -36%
CAL
219
Capital Advisors Ltd
Ohio
$193K – – –
DIA
220
Davidson Investment Advisors
Montana
$185K +$185K +4,233 New
Bessemer Group
221
Bessemer Group
New Jersey
$178K +$178K +4,084 New
MAM
222
Marquette Asset Management
Minnesota
$178K – – –
GRP
223
Global Retirement Partners
California
$174K +$216 +5 +0.1%
LFA
224
LGT Financial Advisors
Texas
$153K -$65.5K -1,499 -30%
AWA
225
Alaska Wealth Advisors
Alaska
$149K +$393 +9 +0.3%
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9
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