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 337 institutions that hold shares in the stock, with a total of 64 Million shares, which have been reported (via 13F filing form) to have a value of $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
352
shares
|
$16,072
0.0% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
331
shares
|
$15,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
313
shares
|
$14,291
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
275
shares
|
$12,556
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
245
shares
|
$11,186
0.0% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
244
shares
|
$11,141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
225
shares
|
$10,273
0.0% of portfolio
|
Q1 2025
Reduced 90.38%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
205
shares
|
$9,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
200
shares
|
$9,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
169
shares
|
$7,716
0.0% of portfolio
|
Q1 2024
Reduced 76.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
122
shares
|
$5,570
0.0% of portfolio
|
Q2 2025
Reduced 45.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
103
shares
|
$4,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
74
shares
|
$3,378
0.0% of portfolio
|
Q2 2025
Added 7300.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
74
shares
|
$3,378
0.0% of portfolio
|
Q4 2024
Reduced 51.95%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
70
shares
|
$3,196
0.0% of portfolio
|
Q4 2024
Reduced 55.97%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
64
shares
|
$2,922
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
60
shares
|
$2,739
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
55
shares
|
$2,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
52
shares
|
$2,374
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
50
shares
|
$2,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
46
shares
|
$2,100
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
45
shares
|
$2,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
41
shares
|
$1,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
40
shares
|
$1,826
0.0% of portfolio
|
Q1 2023
Added 7.5%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
36
shares
|
$1,643
0.0% of portfolio
|
Q4 2024
New holding
|