SPDR Nuveen Municipal Bond

MBND • BATS

SPDR Nuveen Municipal Bond is an exchange-traded fund on BATS. As of Q3 2025, 21 institutional investors hold shares in this ETF, with total holdings valued at $23.1M. AE Wealth Management LLC is the largest holder with a position valued at $3.3M.

Overview

Overview of institutional ownership in MBND as of Q3 2025

All Institutions

Institutions: 21
Value Held: $23.1M
Shares Held: 846.0K
Avg Position: $1.1M
Median Position: $997.2K

Hedge Funds

Hedge Funds: 1
Value Held: $1.7M
Shares Held: 62.0K
Avg Position: $1.7M
Median Position: $1.7M

Biggest Investors

Institutions with the largest positions in MBND as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	$3.3M 0.02% of portfolio	119.0K shares	Q1 2023 Held for 2y 8m	$15.2B
CWM, LLC RIA/Wealth	George Burton White CEO	$3.0M 0.01% of portfolio	110.1K shares	Q2 2023 Held for 2y 5m	$31.5B
P PATTEN & PATTEN INC/TN Institution	-	$2.5M 0.15% of portfolio	92.9K shares	Q1 2024 Held for 1y 8m	$1.7B
J JANE STREET GROUP, LLC Institution	-	$2.4M 0.00% of portfolio	88.8K shares	Q4 2024 Held for 11 months	$84.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$2.3M 0.00% of portfolio	84.1K shares	Q2 2025 Held for 5 months	$67.9B
P Pineridge Advisors LLC Institution	-	$1.7M 0.50% of portfolio	63.3K shares	Q4 2023 Held for 1y 11m	$349.3M
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$1.7M 0.00% of portfolio	62.0K shares	Q3 2025 Held for 2 months	$122.08B
Landmark Wealth Management, LLC RIA/Wealth	Joseph Michael Favorito Managing Partner	$1.5M 0.58% of portfolio	53.3K shares	Q1 2024 Held for 1y 8m	$249.8M
W Wise Wealth Partners RIA/Wealth	Stephanie Elizabeth Meket Managing Partner	$1.2M 1.96% of portfolio	45.6K shares	Q4 2024 Held for 11 months	$63.6M
L LPL Financial LLC Institution	-	$1.1M 0.00% of portfolio	38.4K shares	Q4 2024 Held for 11 months	$340.07B

Net Capital Flow

Institutional buying and selling activity for MBND in Q3 2025

Traded: +$631.8K
Buyers: 9
Sellers: 7
Total Bought: +$4.5M
Total Sold: −$3.9M
Avg Position: $1.1M

Biggest Buyers

Institution	Net Bought	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.7M +62.0K shares	$1.7M 62.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.2M +45.1K shares	$2.3M 84.1K shares
HighTower Advisors, LLC RIA/Wealth	+$360.5K +13.2K shares	$360.5K 13.2K shares
J JANE STREET GROUP, LLC Institution	+$337.2K +12.3K shares	$2.4M 88.8K shares
L LPL Financial LLC Institution	+$309.2K +11.3K shares	$1.1M 38.4K shares
AE Wealth Management LLC RIA/Wealth	+$236.5K +8.6K shares	$3.3M 119.0K shares
M Marshall Financial Group LLC Institution	+$219.9K +8.0K shares	$219.9K 8.0K shares
Rockefeller Capital Management L.P. Long Only Manager	+$143.7K +5.3K shares	$143.7K 5.3K shares
UBS Group AG Institution	+$27.0 +-4.3K shares	$27.0 1.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
P Pineridge Advisors LLC Institution	−$2.2M −79.3K shares	$1.7M 63.3K shares
Beta Wealth Group, Inc. RIA/Wealth	−$1.0M −38.3K shares	Sold Off 0 shares
P PATTEN & PATTEN INC/TN Institution	−$454.1K −16.6K shares	$2.5M 92.9K shares
W Wise Wealth Partners RIA/Wealth	−$78.2K −2.9K shares	$1.2M 45.6K shares
Landmark Wealth Management, LLC RIA/Wealth	−$77.7K −2.8K shares	$1.5M 53.3K shares
CWM, LLC RIA/Wealth	−$49.6K −1.8K shares	$3.0M 110.1K shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	−$41.3K −1.5K shares	$254.3K 9.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MBND in Q3 2025

New Positions: 1
New Value: $219.9K
Exited Positions: 1
Exited Value: $1.0M

New Positions

Institution	Position Value
M Marshall Financial Group LLC Institution	$219.9K 8.0K shares

Exited Positions

Institution	Previous Position
Beta Wealth Group, Inc. RIA/Wealth	$1.0M 38.3K shares

Options Activity

Institutions with the largest Call and Put options positions in MBND as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with MBND as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
W Wise Wealth Partners RIA/Wealth	Stephanie Elizabeth Meket Managing Partner	1.96% $1.2M	45.6K shares	Q4 2024 Held for 11 months	$63.6M
Landmark Wealth Management, LLC RIA/Wealth	Joseph Michael Favorito Managing Partner	0.58% $1.5M	53.3K shares	Q1 2024 Held for 1y 8m	$249.8M
P Pineridge Advisors LLC Institution	-	0.50% $1.7M	63.3K shares	Q4 2023 Held for 1y 11m	$349.3M
P PATTEN & PATTEN INC/TN Institution	-	0.15% $2.5M	92.9K shares	Q1 2024 Held for 1y 8m	$1.7B
M Marshall Financial Group LLC Institution	-	0.04% $219.9K	8.0K shares	Q3 2025 Held for 2 months	$491.1M
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	0.02% $3.3M	119.0K shares	Q1 2023 Held for 2y 8m	$15.2B
Key FInancial Inc RIA/Wealth	Patricia Clark Brennan CEO	0.02% $109.2K	4.0K shares	Q1 2023 Held for 2y 8m	$541.0M
Farther Finance Advisors, LLC RIA/Wealth	Joseph Taylor Matthews Managing Partner	0.02% $997.2K	36.5K shares	Q1 2025 Held for 8 months	$6.6B
CWM, LLC RIA/Wealth	George Burton White CEO	0.01% $3.0M	110.1K shares	Q2 2023 Held for 2y 5m	$31.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $2.3M	84.1K shares	Q2 2025 Held for 5 months	$67.9B

Hedge Fund Spotlight

Discover hedge funds investing in MBND

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Nuveen Municipal Bond

Market Value: $1.7M
Shares Held: 62.0K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%