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 04, 2021
Q1 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1K- 5.92% |
$51.4K - $52.7K
|
15.9K
$715K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.02KClosed |
$52.2K - $53.4K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.33K- 5.84% |
$68.3K - $70K
|
21.5K
$964K
|
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.5K- 2.52% |
$77.1K - $79K
|
58.1K
$2.61M
|
|
|
May 13, 2021
Q1 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.51K- 14.56% |
$77.8K - $79.7K
|
8.88K
$399K
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.57K- 24.6% |
$80.8K - $82.8K
|
4.82K
$217K
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.64K- 9.16% |
$84.1K - $86.2K
|
16.2K
$729K
|
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.66K- 14.2% |
$85.4K - $87.5K
|
10K
$451K
|
|
|
May 14, 2021
Q1 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.73K- 22.69% |
$88.7K - $90.9K
|
5.88K
$264K
|
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.9K- 2.25% |
$97.7K - $100K
|
82.7K
$3.72M
|
|
|
Apr 13, 2021
Q1 2021
|
Keudell
|
SELL
|
- |
-2.07K- 23.9% |
$107K - $109K
|
6.6K
$297K
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.2K- 27.86% |
$113K - $116K
|
5.7K
$256K
|
|
|
Apr 29, 2021
Q1 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.56K- 29.01% |
$131K - $135K
|
6.25K
$281K
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.59K- 2.21% |
$133K - $136K
|
114K
$5.14M
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.66K- 16.54% |
$136K - $140K
|
13.4K
$602K
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.67K- 14.53% |
$137K - $140K
|
15.7K
$705K
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.76K- 24.1% |
$142K - $145K
|
8.69K
$390K
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.88KClosed |
$148K - $152K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.89K- 5.76% |
$148K - $152K
|
47.3K
$2.12M
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.95KClosed |
$151K - $155K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.08K- 54.42% |
$158K - $162K
|
2.58K
$116K
|
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.14K- 1.6% |
$161K - $165K
|
193K
$8.65M
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.33KClosed |
$171K - $176K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.35K- 9.73% |
$172K - $176K
|
31.1K
$1.4M
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-3.61K- 39.32% |
$185K - $190K
|
5.57K
$250K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.37KClosed |
$224K - $230K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-4.58KClosed |
$235K - $241K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.62K- 82.2% |
$237K - $243K
|
1K
$44.9K
|
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 10.17% |
$266K - $273K
|
45.8K
$2.06M
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.14K- 13.31% |
$315K - $323K
|
40K
$1.8M
|
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-6.19K- 32.94% |
$318K - $326K
|
12.6K
$566K
|
|
|
Apr 21, 2021
Q1 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-6.29KClosed |
$323K - $331K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-6.38K- 3.13% |
$328K - $336K
|
197K
$8.86M
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.58K- 51.86% |
$390K - $399K
|
7.04K
$316K
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.65KClosed |
$393K - $403K
|
0
$0
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.61KClosed |
$442K - $453K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.82K- 13.58% |
$453K - $464K
|
56.1K
$2.52M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.33K- 2.09% |
$480K - $491K
|
438K
$19.7M
|
|
|
May 14, 2021
Q1 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-9.86KClosed |
$507K - $519K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10K- 55.09% |
$514K - $527K
|
8.15K
$366K
|
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-10.9K- 10.99% |
$562K - $576K
|
88.6K
$3.98M
|
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
SELL
|
- |
-11.9K- 68.63% |
$609K - $624K
|
5.42K
$243K
|
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-12.1K- 37.23% |
$624K - $639K
|
20.5K
$919K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.6K- 34.59% |
$648K - $664K
|
23.8K
$1.07M
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.2K- 5.87% |
$830K - $851K
|
259K
$11.6M
|
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.5K- 3.77% |
$952K - $975K
|
473K
$21.3M
|
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
SELL
|
- |
-22.7K- 52.82% |
$1.17M - $1.2M
|
20.3K
$911K
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-23.8K- 24.74% |
$1.22M - $1.25M
|
72.4K
$3.25M
|
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-27K- 11.55% |
$1.39M - $1.42M
|
207K
$9.29M
|
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-28.9K- 10.06% |
$1.48M - $1.52M
|
258K
$11.6M
|