Institutional Ownership Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
16,762,266
shares
|
$758 Million
0.07% of portfolio
|
Q1 2024
Added 4.45%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
12,302,690
shares
|
$557 Million
0.05% of portfolio
|
Q1 2024
Added 2.58%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
7,035,459
shares
|
$318 Million
0.88% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
4,284,236
shares
|
$194 Million
0.2% of portfolio
|
Q1 2024
Added 5.65%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
4,067,097
shares
|
$184 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,566,792
shares
|
$70.9 Million
1.66% of portfolio
|
Q1 2024
Reduced 50.21%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,333,300
shares
|
$60.3 Million
0.03% of portfolio
|
Q1 2024
Added 11.11%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,056,973
shares
|
$47.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 10.11%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
900,661
shares
|
$40.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 22.5%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
851,732
shares
|
$38.5 Million
0.05% of portfolio
|
Q1 2024
Added 111.89%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
834,223
shares
|
$37.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
793,060
shares
|
$35.9 Million
0.08% of portfolio
|
Q1 2024
Added 2.95%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
704,087
shares
|
$31.9 Million
0.11% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
666,036
shares
|
$30.1 Million
1.18% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
572,522
shares
|
$25.9 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
Foster Group, Inc.
|
Apr 09, 2024 Q1 2024 |
557,561
shares
|
$25.2 Million
1.29% of portfolio
|
Q1 2024
New holding
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
529,965
shares
|
$24 Million
0.69% of portfolio
|
Q1 2024
Reduced 54.76%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
516,998
shares
|
$23.4 Million
0.0% of portfolio
|
Q1 2024
Added 12.71%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
448,728
shares
|
$20.3 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
365,116
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
354,321
shares
|
$16 Million
0.62% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
352,025
shares
|
$15.9 Million
2.91% of portfolio
|
Q1 2024
Added 14.37%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
345,338
shares
|
$15.6 Million
0.24% of portfolio
|
Q1 2024
Reduced 59.1%
|
|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
344,760
shares
|
$15.6 Million
0.81% of portfolio
|
Q1 2024
Added 2804.95%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
334,464
shares
|
$15.1 Million
0.02% of portfolio
|
Q1 2024
Added 7.49%
|