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 331 institutions that hold shares in the stock, with a total of 68.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,570,885
shares
|
$605 Million
0.05% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,127,515
shares
|
$585 Million
1.25% of portfolio
|
Q2 2025
Added 42.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,315,309
shares
|
$281 Million
0.02% of portfolio
|
Q1 2025
Added 1104.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,101,819
shares
|
$227 Million
0.17% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,498,811
shares
|
$156 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
3,106,329
shares
|
$138 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,828,870
shares
|
$81.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,672,375
shares
|
$74.5 Million
0.04% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,319,151
shares
|
$58.8 Million
0.02% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
884,984
shares
|
$39.4 Million
0.01% of portfolio
|
Q2 2025
Added 72.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
728,219
shares
|
$32.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
668,180
shares
|
$29.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
652,787
shares
|
$29.1 Million
2.49% of portfolio
|
Q2 2025
Added 80.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
631,414
shares
|
$28.1 Million
0.67% of portfolio
|
Q2 2025
Added 51.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
572,522
shares
|
$25.5 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
548,389
shares
|
$24.4 Million
0.01% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
505,784
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.57%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
480,422
shares
|
$21.4 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
461,780
shares
|
$20.6 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
423,757
shares
|
$18.9 Million
0.0% of portfolio
|
Q2 2025
Added 570.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
416,232
shares
|
$18.5 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
415,739
shares
|
$18.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
412,345
shares
|
$18.4 Million
2.49% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
370,864
shares
|
$16.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
352,771
shares
|
$15.7 Million
0.81% of portfolio
|
Q2 2025
Added 2.79%
|