Purchases and Sales Made in Q1 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2024. 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 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
195+ 0.9% |
$9.05K - $9.18K
|
21.9K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
170+ 19.23% |
$7.89K - $8K
|
1.05K
$48.4K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
153+ 1.1% |
$7.1K - $7.2K
|
14.1K
$647K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
139+ 78.98% |
$6.45K - $6.54K
|
315
$14.5K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
138New |
$6.41K - $6.5K
|
138
$6.34K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
124+ 1.29% |
$5.76K - $5.84K
|
9.72K
$447K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
115+ 3.97% |
$5.34K - $5.41K
|
3.01K
$138K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
115+ 0.14% |
$5.34K - $5.41K
|
80K
$3.68M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
92New |
$4.27K - $4.33K
|
92
$4.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
48+ 0.21% |
$2.23K - $2.26K
|
22.6K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33New |
$1.53K - $1.55K
|
33
$1.52K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
28+ 0.45% |
$1.3K - $1.32K
|
6.31K
$290K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24+ 0.43% |
$1.11K - $1.13K
|
5.66K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
20+ 0.45% |
$929 - $941
|
4.48K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15+ 0.23% |
$696 - $706
|
6.51K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13+ 650.0% |
$604 - $612
|
15
$689
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$557 - $565
|
12
$551
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.5% |
$325 - $329
|
1.4K
$64.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4New |
$186 - $188
|
4
$184
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$186 - $188
|
4
$184
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.53% |
$186 - $188
|
755
$34.7K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 7.69% |
$46.4 - $47.1
|
14
$643
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.32% |
$46.4 - $47.1
|
314
$14.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1+ 0.0% |
$46.4 - $47.1
|
167K
$7.68M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$46.4 - $47.1
|
28.8K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.03% |
$46.4 - $47.1
|
3.13K
$144K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 6.98% |
$139 - $141
|
40
$1.84K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15- 1.31% |
$696 - $706
|
1.13K
$52.1K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-15- 0.12% |
$696 - $706
|
12.9K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-23- 0.16% |
$1.07K - $1.08K
|
14.3K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-29- 8.81% |
$1.35K - $1.37K
|
300
$13.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-36- 0.43% |
$1.67K - $1.69K
|
8.31K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-49- 0.43% |
$2.28K - $2.31K
|
11.5K
$527K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-50- 0.28% |
$2.32K - $2.35K
|
18.1K
$831K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-67- 0.34% |
$3.11K - $3.15K
|
19.9K
$916K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-72- 97.3% |
$3.34K - $3.39K
|
2
$91.9
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-80- 35.09% |
$3.71K - $3.77K
|
148
$6.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-91- 0.4% |
$4.23K - $4.28K
|
22.9K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-96- 4.53% |
$4.46K - $4.52K
|
2.02K
$93K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-97- 10.13% |
$4.5K - $4.57K
|
861
$39.6K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-104- 0.68% |
$4.83K - $4.9K
|
15.3K
$701K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-129- 76.33% |
$5.99K - $6.07K
|
40
$1.84K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-129- 0.13% |
$5.99K - $6.07K
|
102K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-152- 0.27% |
$7.06K - $7.15K
|
55.2K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-291- 96.68% |
$13.5K - $13.7K
|
10
$460
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-310- 3.75% |
$14.4K - $14.6K
|
7.95K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-378- 0.48% |
$17.6K - $17.8K
|
78.1K
$3.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-399- 60.18% |
$18.5K - $18.8K
|
264
$12.1K
|