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 328 institutions that hold shares in the stock, with a total of 68.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
61,853
shares
|
$2.76 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
60,732
shares
|
$2.71 Million
0.11% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
60,719
shares
|
$2.71 Million
0.02% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
59,323
shares
|
$2.64 Million
0.18% of portfolio
|
Q2 2025
Added 146.24%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
55,415
shares
|
$2.47 Million
0.34% of portfolio
|
Q2 2025
Added 96.24%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
54,660
shares
|
$2.44 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.8%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
54,486
shares
|
$2.43 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
54,396
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 31.04%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
49,392
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
48,320
shares
|
$2.15 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
48,237
shares
|
$2.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
44,670
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Added 4367.0%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
44,291
shares
|
$1.97 Million
0.41% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
43,329
shares
|
$1.93 Million
0.28% of portfolio
|
Q2 2025
Reduced 49.21%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
41,647
shares
|
$1.86 Million
0.15% of portfolio
|
Q2 2025
Added 130.62%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
41,630
shares
|
$1.85 Million
0.39% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
41,183
shares
|
$1.83 Million
0.08% of portfolio
|
Q2 2025
Added 104.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
39,354
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
36,440
shares
|
$1.62 Million
0.81% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,087
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
35,610
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
35,566
shares
|
$1.58 Million
0.45% of portfolio
|
Q2 2025
Reduced 34.51%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
35,010
shares
|
$1.56 Million
0.32% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
34,561
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
33,556
shares
|
$1.49 Million
0.14% of portfolio
|
Q2 2025
Reduced 50.61%
|