Purchases and Sales Made in Q1 2020 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2020. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG MUNICIPA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
7.44M+ 184.08% |
$330M - $390M
|
11.5M
$528M
|
|
May 13, 2020
Q1 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.75M+ 15.3% |
$77.4M - $91.5M
|
13.2M
$604M
|
|
May 14, 2020
Q1 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
828K+ 25.83% |
$36.7M - $43.4M
|
4.03M
$185M
|
|
May 15, 2020
Q1 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
672K+ 2136.46% |
$29.8M - $35.2M
|
704K
$32.3M
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
594KNew |
$26.3M - $31.2M
|
594K
$27.3M
|
|
May 14, 2020
Q1 2020
|
Silver Point Capital L.P.
Greenwich, CT |
BUY
|
- |
460KNew |
$20.4M - $24.1M
|
460K
$21.1M
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
365KNew |
$16.2M - $19.1M
|
365K
$16.8M
|
|
May 15, 2020
Q1 2020
|
Wealthfront Advisers LLC
|
BUY
|
- |
206K+ 3.72% |
$9.14M - $10.8M
|
5.75M
$264M
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159K+ 2298.39% |
$7.04M - $8.33M
|
166K
$7.61M
|
|
May 14, 2020
Q1 2020
|
Athanor Capital, LP
New York, NY |
BUY
|
- |
141KNew |
$6.24M - $7.38M
|
141K
$6.47M
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117KNew |
$5.21M - $6.16M
|
117K
$5.4M
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92.2K+ 54.05% |
$4.08M - $4.83M
|
263K
$12.1M
|
|
Apr 20, 2020
Q1 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
85.1KNew |
$3.77M - $4.46M
|
85.1K
$3.91M
|
|
May 13, 2020
Q1 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
41.8K+ 296.77% |
$1.85M - $2.19M
|
55.9K
$2.57M
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.6K+ 11.68% |
$1.66M - $1.97M
|
359K
$16.5M
|
|
May 12, 2020
Q1 2020
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
37.5KNew |
$1.66M - $1.97M
|
37.5K
$1.72M
|
|
May 01, 2020
Q1 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
24.5KNew |
$1.09M - $1.29M
|
24.5K
$1.13M
|
|
Jul 24, 2024
Q1 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22KNew |
$975K - $1.15M
|
22K
$1.01M
|
|
May 13, 2020
Q1 2020
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
20.7KNew |
$915K - $1.08M
|
20.7K
$949K
|
|
Apr 30, 2020
Q1 2020
|
Savant Capital, LLC
|
BUY
|
- |
20.3KNew |
$900K - $1.06M
|
20.3K
$933K
|
|
May 08, 2020
Q1 2020
|
Mc Adam, LLC
|
BUY
|
- |
19.2K+ 16.5% |
$849K - $1M
|
135K
$6.21M
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.8K+ 3.25% |
$831K - $984K
|
596K
$27.4M
|
|
Apr 20, 2020
Q1 2020
|
Keudell
|
BUY
|
- |
18.4KNew |
$814K - $963K
|
18.4K
$844K
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3KNew |
$812K - $961K
|
18.3K
$842K
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.9KNew |
$794K - $939K
|
17.9K
$823K
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16.9KNew |
$747K - $884K
|
16.9K
$775K
|
|
May 14, 2020
Q1 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.2K+ 220.2% |
$719K - $851K
|
23.6K
$1.08M
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
BUY
|
- |
15.8K+ 243.73% |
$700K - $828K
|
22.3K
$1.02M
|
|
May 14, 2020
Q1 2020
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
15.6K+ 10.12% |
$693K - $820K
|
170K
$7.81M
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
BUY
|
- |
14.7KNew |
$653K - $773K
|
14.7K
$677K
|
|
May 13, 2020
Q1 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.3K+ 94.15% |
$632K - $748K
|
29.4K
$1.35M
|
|
Apr 16, 2020
Q1 2020
|
Ota Financial Group L.P.
|
BUY
|
- |
14.2KNew |
$629K - $744K
|
14.2K
$652K
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
12.4KNew |
$548K - $648K
|
12.4K
$568K
|
|
Apr 28, 2020
Q1 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
12.3KNew |
$545K - $644K
|
12.3K
$565K
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$454K - $537K
|
10.2K
$471K
|
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.15KNew |
$405K - $480K
|
9.15K
$420K
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.57K+ 94575.0% |
$335K - $397K
|
7.57K
$348K
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.06K+ 118.69% |
$269K - $318K
|
11.2K
$513K
|
|
May 14, 2020
Q1 2020
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.04K+ 3.91% |
$267K - $316K
|
160K
$7.37M
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.78KNew |
$256K - $303K
|
5.78K
$266K
|
|
Apr 17, 2020
Q1 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$253K - $300K
|
5.72K
$263K
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.6K+ 19.55% |
$204K - $241K
|
28.1K
$1.29M
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
4.6K+ 475.7% |
$204K - $241K
|
5.57K
$256K
|
|
Jun 17, 2024
Q1 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.54KNew |
$201K - $238K
|
4.54K
$208K
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.46K+ 25.59% |
$198K - $234K
|
21.9K
$1.01M
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.21KNew |
$186K - $221K
|
4.21K
$193K
|
|
Apr 30, 2020
Q1 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.19K+ 103.15% |
$186K - $220K
|
8.25K
$379K
|
|
Oct 07, 2020
Q1 2020
|
Acg Wealth
|
BUY
|
- |
4.12KNew |
$182K - $216K
|
4.12K
$189K
|
|
May 15, 2020
Q1 2020
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.09KNew |
$181K - $214K
|
4.09K
$188K
|
|
May 01, 2020
Q1 2020
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4.09KNew |
$181K - $214K
|
4.09K
$188K
|