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 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-256Closed |
$11.6K - $12.1K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-295- 2.27% |
$13.4K - $13.9K
|
12.7K
$578K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-314- 38.57% |
$14.3K - $14.8K
|
500
$22.8K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-325- 3.64% |
$14.8K - $15.3K
|
8.61K
$392K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-389- 93.96% |
$17.7K - $18.4K
|
25
$1.14K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-421- 6.13% |
$19.1K - $19.9K
|
6.45K
$294K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-437- 2.12% |
$19.8K - $20.6K
|
20.2K
$919K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-524- 6.88% |
$23.8K - $24.7K
|
7.09K
$323K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-526- 5.53% |
$23.9K - $24.8K
|
8.99K
$409K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-546- 3.69% |
$24.8K - $25.8K
|
14.3K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-568- 1.38% |
$25.8K - $26.8K
|
40.7K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-600- 76.24% |
$27.2K - $28.3K
|
187
$8.51K
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-606- 0.43% |
$27.5K - $28.6K
|
140K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-781- 2.91% |
$35.5K - $36.9K
|
26.1K
$1.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-826- 10.94% |
$37.5K - $39K
|
6.73K
$306K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-947- 9.44% |
$43K - $44.7K
|
9.09K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-951- 16.35% |
$43.2K - $44.9K
|
4.87K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-995- 25.23% |
$45.2K - $47K
|
2.95K
$134K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.04K- 19.49% |
$47.2K - $49.1K
|
4.3K
$196K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.06K- 14.17% |
$48.1K - $50K
|
6.42K
$292K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.06K- 80.33% |
$48.2K - $50.1K
|
260
$11.8K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.07K- 11.78% |
$48.5K - $50.5K
|
8.01K
$365K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 13.37% |
$48.5K - $50.5K
|
6.93K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.13K- 12.04% |
$51.2K - $53.2K
|
8.24K
$375K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.15K- 7.19% |
$52.1K - $54.2K
|
14.8K
$675K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.39K- 1.34% |
$62.9K - $65.4K
|
102K
$4.64M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.39K- 1.5% |
$62.9K - $65.4K
|
91.3K
$4.16M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.41K- 5.56% |
$64.2K - $66.8K
|
24K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.42K- 46.43% |
$64.3K - $66.8K
|
1.63K
$74.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.55K- 22.86% |
$70.2K - $73K
|
5.22K
$238K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.62K- 8.19% |
$73.3K - $76.2K
|
18.1K
$824K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.7K- 70.4% |
$77K - $80.1K
|
713
$32.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.72K- 5.59% |
$78.1K - $81.2K
|
29.1K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.75K- 12.71% |
$79.4K - $82.6K
|
12K
$547K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.84K- 1.36% |
$83.3K - $86.6K
|
133K
$6.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.85K- 0.65% |
$84.1K - $87.5K
|
285K
$13M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.94K- 5.89% |
$87.8K - $91.4K
|
30.9K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2K- 21.3% |
$90.7K - $94.3K
|
7.38K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.09K- 8.07% |
$94.9K - $98.7K
|
23.8K
$1.08M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.19K- 4.18% |
$99.3K - $103K
|
50.2K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.2K- 0.98% |
$99.7K - $104K
|
222K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.52K- 7.31% |
$114K - $119K
|
32K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.63K- 3.21% |
$119K - $124K
|
79.2K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.69K- 4.78% |
$122K - $127K
|
53.7K
$2.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3K- 4.47% |
$136K - $142K
|
64.2K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.16K- 3.95% |
$144K - $149K
|
77K
$3.5M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.32K- 4.45% |
$151K - $157K
|
71.3K
$3.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.9K- 40.59% |
$177K - $184K
|
5.71K
$260K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.19K- 31.99% |
$190K - $198K
|
8.9K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.28K- 3.38% |
$194K - $202K
|
122K
$5.56M
|