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 323 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
60,028
shares
|
$2.77 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
57,133
shares
|
$2.64 Million
0.17% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
55,648
shares
|
$2.57 Million
0.97% of portfolio
|
Q3 2024
Added 58.35%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
54,660
shares
|
$2.52 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.8%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
54,481
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 113.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,513
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
50,164
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
49,388
shares
|
$2.28 Million
0.64% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
48,480
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
48,260
shares
|
$2.23 Million
0.16% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
44,119
shares
|
$2.04 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
43,822
shares
|
$2.02 Million
0.46% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
42,951
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2024
Added 44.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
40,319
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Added 809.31%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
39,595
shares
|
$1.83 Million
0.37% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
39,334
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
38,952
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
38,766
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
38,672
shares
|
$1.78 Million
0.15% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
38,383
shares
|
$1.77 Million
0.51% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
36,890
shares
|
$1.7 Million
0.91% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
36,735
shares
|
$1.7 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
35,520
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
35,196
shares
|
$1.62 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
35,127
shares
|
$1.62 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.27%
|