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 21, 2021
Q1 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$308 - $316
|
6.66K
$299K
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.27% |
$308 - $316
|
2.22K
$99.9K
|
|
|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.11% |
$257 - $263
|
4.71K
$212K
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
5+ 0.13% |
$257 - $263
|
3.76K
$169K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.04% |
$206 - $211
|
10.1K
$455K
|
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4New |
$206 - $211
|
4
$180
|
|
|
Apr 23, 2021
Q1 2021
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$154 - $158
|
9.35K
$420K
|
|
|
May 17, 2021
Q1 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2+ 0.34% |
$103 - $105
|
587
$26.4K
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.5% |
$51.4 - $52.7
|
201
$9.03K
|
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1+ 0.01% |
$51.4 - $52.7
|
14.8K
$663K
|
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1New |
$51.4 - $52.7
|
1
$44.9
|
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.42% |
$51.4 - $52.7
|
238
$10.7K
|
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1- 0.02% |
$51.4 - $52.7
|
5.23K
$235K
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.41% |
$51.4 - $52.7
|
242
$10.9K
|
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6- 0.08% |
$308 - $316
|
7.66K
$344K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8Closed |
$411 - $421
|
0
$0
|
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.52% |
$463 - $474
|
1.71K
$76.9K
|
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-9- 3.16% |
$463 - $474
|
276
$12.4K
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 0.52% |
$463 - $474
|
1.71K
$76.9K
|
|
|
Apr 23, 2021
Q1 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9- 0.1% |
$463 - $474
|
8.69K
$391K
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-21Closed |
$1.08K - $1.11K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-31- 3.53% |
$1.59K - $1.63K
|
847
$38.1K
|
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-33- 0.06% |
$1.7K - $1.74K
|
51.2K
$2.3M
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-33Closed |
$1.7K - $1.74K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
SELL
|
- |
-35- 0.18% |
$1.8K - $1.84K
|
19.5K
$875K
|
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-50- 0.73% |
$2.57K - $2.63K
|
6.82K
$306K
|
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-57- 0.07% |
$2.93K - $3K
|
83.6K
$3.76M
|
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-70- 0.61% |
$3.6K - $3.69K
|
11.4K
$511K
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-83Closed |
$4.27K - $4.37K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-96- 0.5% |
$4.93K - $5.06K
|
19.3K
$866K
|
|
|
Apr 08, 2021
Q1 2021
|
Old Port Advisors
|
SELL
|
- |
-100- 1.77% |
$5.14K - $5.27K
|
5.54K
$249K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-125Closed |
$6.42K - $6.58K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-140- 21.47% |
$7.19K - $7.37K
|
512
$23K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-144- 18.16% |
$7.4K - $7.58K
|
649
$29.2K
|
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-145- 50.0% |
$7.45K - $7.64K
|
145
$6.51K
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-165Closed |
$8.48K - $8.69K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-270- 1.61% |
$13.9K - $14.2K
|
16.5K
$742K
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-300- 2.24% |
$15.4K - $15.8K
|
13.1K
$589K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-322Closed |
$16.5K - $17K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-352- 7.16% |
$18.1K - $18.5K
|
4.56K
$205K
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-491Closed |
$25.2K - $25.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-496- 15.35% |
$25.5K - $26.1K
|
2.74K
$123K
|
|
|
May 10, 2021
Q1 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-500- 50.0% |
$25.7K - $26.3K
|
500
$22.5K
|
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-529- 1.54% |
$27.2K - $27.9K
|
33.7K
$1.52M
|
|
|
May 05, 2021
Q1 2021
|
Adviser Investments LLC
|
SELL
|
- |
-708- 4.86% |
$36.4K - $37.3K
|
13.9K
$623K
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-721- 6.94% |
$37.1K - $38K
|
9.67K
$434K
|
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 3.52% |
$41.1K - $42.1K
|
21.9K
$985K
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-809- 9.24% |
$41.6K - $42.6K
|
7.94K
$357K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-932- 3.46% |
$47.9K - $49.1K
|
26K
$1.17M
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-958- 18.55% |
$49.2K - $50.4K
|
4.21K
$189K
|