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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.57K- 3.41% |
$259K - $262K
|
158K
$7.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.71K- 10.67% |
$265K - $269K
|
47.8K
$2.2M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.82K- 19.81% |
$270K - $274K
|
23.5K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.41K- 20.47% |
$298K - $302K
|
24.9K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.9K- 1.02% |
$320K - $325K
|
666K
$30.6M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.83K- 58.55% |
$363K - $368K
|
5.54K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.95K- 0.22% |
$416K - $421K
|
4.07M
$187M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.03K- 4.42% |
$419K - $425K
|
195K
$8.97M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10.4K- 57.83% |
$483K - $490K
|
7.59K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 3.03% |
$531K - $538K
|
365K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-12.3K- 5.29% |
$571K - $579K
|
220K
$10.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.4K- 21.96% |
$574K - $582K
|
43.9K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-12.7K- 6.21% |
$589K - $597K
|
192K
$8.81M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.9K- 33.52% |
$600K - $608K
|
25.6K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.1K- 4.92% |
$654K - $663K
|
272K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.2K- 15.93% |
$658K - $667K
|
74.8K
$3.44M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.1K- 2.85% |
$703K - $713K
|
517K
$23.8M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16K- 4.33% |
$745K - $755K
|
354K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.2K- 34.95% |
$891K - $903K
|
35.7K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.2K- 18.7% |
$983K - $996K
|
92K
$4.23M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.1K- 26.99% |
$1.26M - $1.28M
|
73.3K
$3.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27.4K- 52.26% |
$1.27M - $1.29M
|
25.1K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33K- 39.86% |
$1.53M - $1.55M
|
49.7K
$2.29M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-35.7K- 13.81% |
$1.66M - $1.68M
|
223K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-36K- 15.63% |
$1.67M - $1.7M
|
194K
$8.94M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-48.4K- 5.48% |
$2.25M - $2.28M
|
834K
$38.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60.2K- 45.09% |
$2.8M - $2.84M
|
73.3K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-60.8K- 76.58% |
$2.82M - $2.86M
|
18.6K
$854K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68.9K- 60.8% |
$3.2M - $3.24M
|
44.4K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-72.7K- 71.29% |
$3.38M - $3.42M
|
29.3K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-83.6K- 72.74% |
$3.88M - $3.94M
|
31.3K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-119K- 10.11% |
$5.52M - $5.59M
|
1.06M
$48.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-128K- 15.38% |
$5.94M - $6.02M
|
704K
$32.4M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-187K- 2.59% |
$8.68M - $8.8M
|
7.04M
$323M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-199K- 41.18% |
$9.25M - $9.38M
|
285K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-232K- 49.75% |
$10.8M - $10.9M
|
235K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-261K- 22.5% |
$12.1M - $12.3M
|
901K
$41.4M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-499K- 59.1% |
$23.2M - $23.5M
|
345K
$15.9M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-642K- 54.76% |
$29.8M - $30.2M
|
530K
$24.4M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.58M- 50.21% |
$73.4M - $74.4M
|
1.57M
$72M
|