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 336 institutions that hold shares in the stock, with a total of 69.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
66,656
shares
|
$3.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 26.55%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
66,637
shares
|
$3.04 Million
0.13% of portfolio
|
Q3 2022
Added 312.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
65,468
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
61,853
shares
|
$2.82 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
60,719
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
56,057
shares
|
$2.56 Million
0.32% of portfolio
|
Q2 2025
Reduced 23.39%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
55,415
shares
|
$2.53 Million
0.34% of portfolio
|
Q2 2025
Added 96.24%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
54,660
shares
|
$2.5 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
|
$2.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
54,396
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
Added 31.04%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
50,176
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
49,392
shares
|
$2.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
48,237
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
46,293
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.77%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
44,970
shares
|
$2.05 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
44,670
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 4367.0%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
44,519
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
Added 101.26%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
44,291
shares
|
$2.02 Million
0.39% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
43,145
shares
|
$1.97 Million
0.16% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
42,346
shares
|
$1.93 Million
1.42% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
41,183
shares
|
$1.88 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
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
36,440
shares
|
$1.66 Million
0.81% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,087
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
35,636
shares
|
$1.63 Million
0.4% of portfolio
|
Q3 2025
Added 0.2%
|