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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.17KNew |
$60.3K - $61.8K
|
1.17K
$52.7K
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.13K+ 42.45% |
$57.8K - $59.2K
|
3.78K
$170K
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.12K+ 4.38% |
$57.5K - $58.9K
|
26.7K
$1.2M
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.06K+ 7.55% |
$54.2K - $55.6K
|
15K
$675K
|
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1K+ 5.11% |
$51.4K - $52.7K
|
20.6K
$925K
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
932+ 6.03% |
$47.9K - $49.1K
|
16.4K
$737K
|
|
|
May 18, 2021
Q1 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
921+ 4.63% |
$47.3K - $48.5K
|
20.8K
$935K
|
|
|
May 12, 2021
Q1 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
874+ 20.14% |
$44.9K - $46K
|
5.21K
$234K
|
|
|
May 12, 2021
Q1 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
772+ 16.88% |
$39.7K - $40.7K
|
5.35K
$240K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
617+ 881.43% |
$31.7K - $32.5K
|
687
$30.9K
|
|
|
Apr 14, 2021
Q1 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
533+ 10.5% |
$27.4K - $28.1K
|
5.61K
$252K
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
509+ 8.53% |
$26.2K - $26.8K
|
6.48K
$291K
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
467+ 6.32% |
$24K - $24.6K
|
7.85K
$353K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
464+ 32.33% |
$23.8K - $24.4K
|
1.9K
$85.3K
|
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
420+ 1.84% |
$21.6K - $22.1K
|
23.3K
$1.05M
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
397New |
$20.4K - $20.9K
|
397
$17.8K
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
388+ 5.26% |
$19.9K - $20.4K
|
7.76K
$349K
|
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
361+ 4.76% |
$18.6K - $19K
|
7.95K
$357K
|
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
350+ 12.8% |
$18K - $18.4K
|
3.08K
$139K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
325+ 54.62% |
$16.7K - $17.1K
|
920
$41.3K
|
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
325+ 144.44% |
$16.7K - $17.1K
|
550
$24.7K
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
316+ 3.23% |
$16.2K - $16.6K
|
10.1K
$453K
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
300+ 0.82% |
$15.4K - $15.8K
|
36.7K
$1.65M
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300+ 19.35% |
$15.4K - $15.8K
|
1.85K
$83.1K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
296New |
$15.2K - $15.6K
|
296
$13.3K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
296New |
$15.2K - $15.6K
|
296
$13.3K
|
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
286New |
$14.7K - $15.1K
|
286
$12.8K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
260New |
$13.4K - $13.7K
|
260
$11.7K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
256+ 33.29% |
$13.2K - $13.5K
|
1.03K
$46.1K
|
|
|
Apr 29, 2021
Q1 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
250+ 0.58% |
$12.8K - $13.2K
|
43.5K
$1.96M
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
244+ 33.02% |
$12.5K - $12.8K
|
983
$44.2K
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
207New |
$10.6K - $10.9K
|
207
$9.3K
|
|
|
Apr 29, 2021
Q1 2021
|
Sage Financial Group Inc
|
BUY
|
- |
202+ 0.24% |
$10.4K - $10.6K
|
85K
$3.82M
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
153New |
$7.86K - $8.06K
|
153
$6.87K
|
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
133+ 0.26% |
$6.83K - $7K
|
52.1K
$2.34M
|
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
115New |
$5.91K - $6.06K
|
115
$5.17K
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
98New |
$5.04K - $5.16K
|
98
$4.4K
|
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
49+ 0.29% |
$2.52K - $2.58K
|
16.9K
$761K
|
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
48+ 1.05% |
$2.47K - $2.53K
|
4.62K
$208K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 1.35% |
$1.64K - $1.69K
|
2.4K
$108K
|
|
|
May 10, 2021
Q1 2021
|
Diversified Trust CO
|
BUY
|
- |
30+ 0.32% |
$1.54K - $1.58K
|
9.38K
$421K
|
|
|
May 04, 2021
Q1 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
30+ 0.32% |
$1.54K - $1.58K
|
9.35K
$420K
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 2.44% |
$1.34K - $1.37K
|
1.09K
$49K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
21New |
$1.08K - $1.11K
|
21
$944
|
|
|
Apr 08, 2021
Q1 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
20+ 2000.0% |
$1.03K - $1.05K
|
21
$944
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$925 - $948
|
18
$809
|
|
|
Apr 16, 2021
Q1 2021
|
Steph & CO
|
BUY
|
- |
12+ 1.71% |
$617 - $632
|
712
$32K
|
|
|
Apr 13, 2021
Q1 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7+ 0.17% |
$360 - $369
|
4.17K
$187K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.12% |
$360 - $369
|
5.85K
$263K
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$308 - $316
|
6
$270
|