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 |
|---|---|---|---|---|---|
|
Cumberland Advisors Inc
|
Aug 07, 2025 Q2 2025 |
21,625
shares
|
$963,393
0.41% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,063
shares
|
$938,356
0.54% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
20,953
shares
|
$933,456
0.06% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
20,583
shares
|
$916,972
0.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
20,500
shares
|
$913,274
0.04% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
20,146
shares
|
$897,504
0.34% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
19,775
shares
|
$880,976
0.48% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
19,422
shares
|
$865,250
0.0% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
18,526
shares
|
$825,333
0.0% of portfolio
|
Q2 2025
Reduced 64.2%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
18,464
shares
|
$822,571
0.01% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
18,254
shares
|
$813,215
0.42% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
18,178
shares
|
$809,829
0.12% of portfolio
|
Q2 2025
Reduced 47.47%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
18,037
shares
|
$803,548
0.29% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
17,937
shares
|
$799,093
0.09% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
17,905
shares
|
$797,667
0.28% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
17,771
shares
|
$791,698
0.01% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
17,299
shares
|
$770,670
0.26% of portfolio
|
Q2 2025
Added 95.27%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,265
shares
|
$769,155
0.0% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
17,170
shares
|
$764,923
0.03% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
17,163
shares
|
$764,611
0.05% of portfolio
|
Q2 2025
Added 24.78%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
17,020
shares
|
$758,241
0.06% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
16,920
shares
|
$753,786
0.2% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
16,739
shares
|
$745,722
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
16,529
shares
|
$736,366
0.26% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
16,228
shares
|
$722,957
0.23% of portfolio
|
Q2 2025
Added 204.69%
|