Purchases and Sales Made in Q1 2025 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2025. 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 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
6.25K+ 6.88% |
$280K - $289K
|
97.2K
$4.32M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.99K+ 8.31% |
$268K - $277K
|
78K
$3.47M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.65K+ 76.26% |
$253K - $261K
|
13K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.49K+ 85.69% |
$246K - $254K
|
11.9K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.3K+ 4.27% |
$238K - $245K
|
130K
$5.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.22K+ 21.34% |
$234K - $241K
|
29.7K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.08K+ 16.61% |
$228K - $235K
|
35.6K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.99KNew |
$224K - $231K
|
4.99K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.91KNew |
$220K - $227K
|
4.91K
$218K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.8K+ 53.58% |
$215K - $222K
|
13.8K
$611K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.76KNew |
$213K - $220K
|
4.76K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.69KNew |
$210K - $217K
|
4.69K
$208K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.37K+ 7.75% |
$196K - $202K
|
60.7K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.8K+ 2.42% |
$170K - $176K
|
161K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.49KNew |
$156K - $161K
|
3.49K
$155K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.37K+ 33.07% |
$151K - $156K
|
13.5K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.03K+ 67.39% |
$136K - $140K
|
7.52K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 18.67% |
$110K - $113K
|
15.5K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.31K+ 7.23% |
$104K - $107K
|
34.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.26K+ 31.97% |
$101K - $104K
|
9.31K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.22K+ 1.78% |
$99.4K - $103K
|
127K
$5.63M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.14K+ 34.86% |
$95.7K - $98.7K
|
8.26K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.12K+ 20.72% |
$95.1K - $98.1K
|
12.4K
$550K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 11.52% |
$95K - $98K
|
20.5K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.07K+ 26.75% |
$92.8K - $95.8K
|
9.82K
$436K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.06K+ 40.14% |
$92.3K - $95.2K
|
7.19K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.89K+ 7.68% |
$84.6K - $87.3K
|
26.5K
$1.18M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.58KNew |
$70.6K - $72.8K
|
1.58K
$70K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.4K+ 10.9% |
$62.8K - $64.8K
|
14.3K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.4K+ 1.38% |
$62.8K - $64.8K
|
103K
$4.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.38K+ 7.39% |
$61.9K - $63.8K
|
20.1K
$892K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.3K+ 129.58% |
$58.3K - $60.1K
|
2.31K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.24K+ 3.08% |
$55.6K - $57.3K
|
41.5K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.14KNew |
$50.9K - $52.6K
|
1.14K
$50.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 4.91% |
$50K - $51.5K
|
23.8K
$1.06M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
981New |
$44K - $45.3K
|
981
$43.6K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
798+ 4.28% |
$35.8K - $36.9K
|
19.4K
$863K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
772+ 8.89% |
$34.6K - $35.7K
|
9.46K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
678+ 22.89% |
$30.4K - $31.3K
|
3.64K
$162K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
678+ 4.14% |
$30.4K - $31.3K
|
17K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
666New |
$29.8K - $30.8K
|
666
$29.6K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
648+ 7.84% |
$29K - $30K
|
8.91K
$396K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
579+ 7.93% |
$25.9K - $26.8K
|
7.88K
$350K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
572+ 4.4% |
$25.6K - $26.4K
|
13.6K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
530+ 2.26% |
$23.7K - $24.5K
|
24K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
501New |
$22.4K - $23.2K
|
501
$22.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
500+ 0.8% |
$22.4K - $23.1K
|
63.1K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
456+ 2.29% |
$20.4K - $21.1K
|
20.4K
$904K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
443New |
$19.9K - $20.5K
|
443
$19.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
400+ 1.14% |
$17.9K - $18.5K
|
35.4K
$1.57M
|