Purchases and Sales Made in Q1 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2023. 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 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
324+ 1.03% |
$14.7K - $15.3K
|
31.8K
$1.44M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
313New |
$14.2K - $14.8K
|
313
$14.2K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
301+ 0.23% |
$13.7K - $14.2K
|
132K
$5.99M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
289+ 0.61% |
$13.1K - $13.6K
|
47.8K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
256New |
$11.6K - $12.1K
|
256
$11.6K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200+ 2.86% |
$9.08K - $9.44K
|
7.2K
$327K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
190New |
$8.63K - $8.97K
|
190
$8.62K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
178New |
$8.08K - $8.4K
|
178
$8.08K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
140+ 1.5% |
$6.36K - $6.61K
|
9.45K
$429K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
124New |
$5.63K - $5.85K
|
124
$5.63K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
72+ 4.74% |
$3.27K - $3.4K
|
1.59K
$72.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
72+ 4.74% |
$3.27K - $3.4K
|
1.59K
$72.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$2.86K - $2.97K
|
63
$2.86K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
56+ 1.19% |
$2.54K - $2.64K
|
4.77K
$216K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 31.94% |
$2.09K - $2.17K
|
190
$8.62K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
37+ 0.05% |
$1.68K - $1.75K
|
79.2K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.4% |
$1.14K - $1.18K
|
6.34K
$288K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
25+ 0.07% |
$1.14K - $1.18K
|
35.3K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
24+ 0.5% |
$1.09K - $1.13K
|
4.79K
$217K
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
21+ 0.21% |
$953 - $991
|
9.81K
$445K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14+ 0.04% |
$636 - $661
|
36.6K
$1.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 19.7% |
$590 - $614
|
79
$3.59K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$545 - $567
|
12
$545
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 3.2% |
$182 - $189
|
129
$5.86K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.06% |
$182 - $189
|
6.8K
$308K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$182 - $189
|
4
$182
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 7.5% |
$136 - $142
|
43
$1.95K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$45.4 - $47.2
|
417
$18.9K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-4- 0.07% |
$182 - $189
|
5.78K
$262K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22Closed |
$999 - $1.04K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-33- 0.49% |
$1.5K - $1.56K
|
6.76K
$307K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-48- 30.97% |
$2.18K - $2.27K
|
107
$4.86K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-53- 0.4% |
$2.41K - $2.5K
|
13.4K
$606K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-70- 0.09% |
$3.18K - $3.3K
|
79.2K
$3.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-71- 0.08% |
$3.22K - $3.35K
|
90K
$4.08M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-74- 1.82% |
$3.36K - $3.49K
|
3.99K
$181K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-79- 87.78% |
$3.59K - $3.73K
|
11
$499
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-80- 1.12% |
$3.63K - $3.78K
|
7.08K
$321K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.78% |
$4.09K - $4.25K
|
11.4K
$517K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-94- 1.12% |
$4.27K - $4.44K
|
8.33K
$378K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-122- 0.7% |
$5.54K - $5.76K
|
17.4K
$791K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-133- 2.56% |
$6.04K - $6.28K
|
5.06K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-145- 43.15% |
$6.58K - $6.85K
|
191
$8.67K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-227- 10.8% |
$10.3K - $10.7K
|
1.87K
$85.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-246- 1.22% |
$11.2K - $11.6K
|
20K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-252- 99.21% |
$11.4K - $11.9K
|
2
$90.8
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-255- 4.29% |
$11.6K - $12K
|
5.69K
$258K
|