Purchases and Sales Made in Q1 2021 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.17K+ 12.92% |
$317K - $325K
|
54K
$2.42M
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.16KNew |
$316K - $324K
|
6.16K
$277K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.13K+ 121.0% |
$315K - $323K
|
11.2K
$503K
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
5.95K+ 1.48% |
$306K - $313K
|
407K
$18.3M
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.66KNew |
$291K - $298K
|
5.66K
$254K
|
|
|
May 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.4K+ 29.19% |
$278K - $284K
|
23.9K
$1.07M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.01KNew |
$257K - $264K
|
5.01K
$225K
|
|
|
Apr 26, 2021
Q1 2021
|
Brio Consultants, LLC
|
BUY
|
- |
4.92K+ 16.68% |
$253K - $259K
|
34.4K
$1.55M
|
|
|
Apr 20, 2021
Q1 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
4.59KNew |
$236K - $241K
|
4.59K
$206K
|
|
|
May 13, 2021
Q1 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.55K+ 11.68% |
$234K - $239K
|
43.5K
$1.95M
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.36KNew |
$224K - $230K
|
4.36K
$196K
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.24KNew |
$218K - $223K
|
4.24K
$190K
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
4.05KNew |
$208K - $213K
|
4.05K
$182K
|
|
|
Apr 05, 2021
Q1 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
3.94K+ 8.05% |
$202K - $207K
|
52.9K
$2.37M
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.91KNew |
$201K - $206K
|
3.91K
$176K
|
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.85K+ 80.26% |
$198K - $203K
|
8.64K
$388K
|
|
|
Apr 28, 2021
Q1 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.76K+ 85.06% |
$193K - $198K
|
8.19K
$368K
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
3.61K+ 64.79% |
$185K - $190K
|
9.17K
$412K
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 21.91% |
$184K - $189K
|
20K
$896K
|
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.29K+ 10.23% |
$169K - $173K
|
35.4K
$1.59M
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
3.17K+ 15.43% |
$163K - $167K
|
23.7K
$1.06M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.94K+ 1.94% |
$151K - $155K
|
155K
$6.94M
|
|
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.85K+ 16.14% |
$146K - $150K
|
20.5K
$920K
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 19.75% |
$142K - $146K
|
16.8K
$754K
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
2.73KNew |
$140K - $144K
|
2.73K
$122K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
2.71K+ 10.85% |
$139K - $143K
|
27.7K
$1.25M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.68K+ 29.13% |
$138K - $141K
|
11.9K
$534K
|
|
|
Apr 19, 2021
Q1 2021
|
Peterson Wealth Management
|
BUY
|
- |
2.58K+ 22.87% |
$132K - $136K
|
13.8K
$622K
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.51K+ 48.63% |
$129K - $132K
|
7.66K
$344K
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.45K+ 6.09% |
$126K - $129K
|
42.8K
$1.92M
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.41K+ 43.47% |
$124K - $127K
|
7.96K
$358K
|
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.35KNew |
$121K - $124K
|
2.35K
$106K
|
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.16K+ 3.77% |
$111K - $114K
|
59.4K
$2.67M
|
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
2.13K+ 23.5% |
$109K - $112K
|
11.2K
$503K
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.06K+ 20.83% |
$106K - $109K
|
12K
$537K
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.06K+ 36.92% |
$106K - $108K
|
7.63K
$343K
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.04K+ 38.87% |
$105K - $107K
|
7.29K
$327K
|
|
|
May 05, 2021
Q1 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2K+ 5.48% |
$103K - $105K
|
38.5K
$1.73M
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 5.2% |
$88.6K - $90.8K
|
34.9K
$1.57M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66K+ 28.05% |
$85.4K - $87.5K
|
7.58K
$341K
|
|
|
May 10, 2021
Q1 2021
|
First National Corp
|
BUY
|
- |
1.64K+ 6.72% |
$84.3K - $86.4K
|
26.1K
$1.17M
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.6K+ 37.64% |
$82.2K - $84.2K
|
5.85K
$263K
|
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
BUY
|
- |
1.6K+ 18.38% |
$82.2K - $84.2K
|
10.3K
$463K
|
|
|
May 13, 2021
Q1 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.6K+ 18.17% |
$82.2K - $84.2K
|
10.4K
$467K
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
1.5KNew |
$77.1K - $79K
|
1.5K
$67.4K
|
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.42K+ 10.91% |
$73.1K - $74.9K
|
14.5K
$650K
|
|
|
May 12, 2021
Q1 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.37K+ 16.43% |
$70.3K - $72K
|
9.69K
$435K
|
|
|
May 14, 2021
Q1 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.32K+ 28.82% |
$67.7K - $69.4K
|
5.89K
$264K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.28KNew |
$65.7K - $67.3K
|
1.28K
$57.4K
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.27K+ 88.85% |
$65.1K - $66.7K
|
2.69K
$121K
|