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 |
|---|---|---|---|---|---|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
22,703
shares
|
$1.04 Million
1.28% of portfolio
|
Q2 2022
Added 3.24%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
22,577
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
22,572
shares
|
$1.03 Million
0.54% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
22,220
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
21,995
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.85%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,644
shares
|
$988,265
0.01% of portfolio
|
Q3 2023
Reduced 2.41%
|
|
|
Cumberland Advisors Inc
|
Aug 07, 2025 Q2 2025 |
21,625
shares
|
$987,397
0.41% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
21,483
shares
|
$980,913
0.19% of portfolio
|
Q3 2025
Reduced 48.4%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
21,327
shares
|
$973,790
0.03% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
20,953
shares
|
$956,713
0.06% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
20,588
shares
|
$940,048
0.1% of portfolio
|
Q3 2025
Reduced 52.48%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
20,284
shares
|
$926,167
0.04% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
19,775
shares
|
$902,926
0.48% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
19,735
shares
|
$901,100
0.04% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
19,422
shares
|
$886,808
0.0% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
18,836
shares
|
$860,051
0.27% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
18,526
shares
|
$845,897
0.0% of portfolio
|
Q2 2025
Reduced 64.2%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
18,514
shares
|
$845,349
0.38% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
18,464
shares
|
$843,066
0.01% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
18,037
shares
|
$823,569
0.29% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
17,937
shares
|
$819,003
0.09% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
17,905
shares
|
$817,542
0.27% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
17,592
shares
|
$803,250
0.19% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,265
shares
|
$788,319
0.0% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
17,220
shares
|
$786,265
0.01% of portfolio
|
Q3 2025
Reduced 3.1%
|