Stock ownership · SEC 13F · Q3 2025

SPDR NUVEEN ICE SHORT TERM MUN

Institutional ownership of SPDR NUVEEN ICE SHORT TERM MUN (CUSIP 78468R739) - who holds it, how concentrated it is, and what moved last quarter.

$14.7M
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $14.7M of SPDR NUVEEN ICE SHORT TERM MUN positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$14.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 78468R739 · Q3 2025 $15M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $14.7M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 6Q history

Read with: Ownership concentration guide - SPDR NUVEEN ICE SHORT TERM MUN's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a SPDR NUVEEN ICE SHORT TERM MUN position has risen from 1 to 2 over the last 6 quarters of 13F filings.

0.511.522.533.5 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25 2
Distinct 13F filers holding SPDR NUVEEN ICE SHORT TERM MUN, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 292,104 $14.1M 95.6%
2 CIBC Private Wealth Group LLC 13,401 $646K 4.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SPDR NUVEEN ICE SHORT TERM MUN's reported holders for Q3 2025, by reported value:

Shared-other discretion (OTR)
95.6%
Sole discretion (SOLE)
4.4%

Latest Quarter Activity · Q3 2025

New positions (2)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $14.1M
CIBC Private Wealth Group LLC $646K

Complete exits (3)

Orion Porfolio Solutions, LLC exited
TOTAL INVESTMENT MANAGEMENT INC exited
THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold SPDR NUVEEN ICE SHORT TERM MUN?▼
SPDR NUVEEN ICE SHORT TERM MUN is held by 2 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of SPDR NUVEEN ICE SHORT TERM MUN?▼
Institutions report $14.7M of SPDR NUVEEN ICE SHORT TERM MUN as of Q3 2025.
How concentrated is ownership of SPDR NUVEEN ICE SHORT TERM MUN?▼
The top five institutional holders account for 100% of the reported institutional value in SPDR NUVEEN ICE SHORT TERM MUN, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of SPDR NUVEEN ICE SHORT TERM MUN?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of SPDR NUVEEN ICE SHORT TERM MUN with $14.1M across 292,104 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.