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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
317New |
$14.2K - $14.7K
|
317
$14.1K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
311+ 0.71% |
$13.9K - $14.4K
|
44.2K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
300+ 1.69% |
$13.4K - $13.9K
|
18K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
282+ 0.81% |
$12.6K - $13K
|
35K
$1.56M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
205New |
$9.19K - $9.48K
|
205
$9.11K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
181+ 0.1% |
$8.11K - $8.37K
|
173K
$7.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172+ 3.78% |
$7.71K - $7.95K
|
4.73K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
149+ 0.16% |
$6.68K - $6.89K
|
90.8K
$4.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
131+ 4.29% |
$5.87K - $6.05K
|
3.19K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
106New |
$4.75K - $4.9K
|
106
$4.71K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
73+ 1.54% |
$3.27K - $3.37K
|
4.83K
$215K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
55+ 0.14% |
$2.46K - $2.54K
|
39.7K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
46+ 25.84% |
$2.06K - $2.13K
|
224
$9.95K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34+ 0.51% |
$1.52K - $1.57K
|
6.71K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
34+ 0.5% |
$1.52K - $1.57K
|
6.83K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33New |
$1.48K - $1.53K
|
33
$1.47K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
32+ 0.18% |
$1.43K - $1.48K
|
17.8K
$789K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25New |
$1.12K - $1.16K
|
25
$1.11K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 7.8% |
$762 - $786
|
235
$10.4K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 0.42% |
$583 - $601
|
3.12K
$139K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.56% |
$224 - $231
|
898
$39.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.52% |
$179 - $185
|
778
$34.6K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$134 - $139
|
3
$133
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1+ 0.02% |
$44.8 - $46.2
|
5.33K
$237K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$44.8 - $46.2
|
91K
$4.05M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-8- 0.11% |
$358 - $370
|
7.11K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15- 0.29% |
$672 - $693
|
5.2K
$231K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-19- 0.42% |
$851 - $878
|
4.55K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-32- 0.63% |
$1.43K - $1.48K
|
5.03K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-68- 1.1% |
$3.05K - $3.14K
|
6.1K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-70- 0.29% |
$3.14K - $3.24K
|
24K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-73- 98.65% |
$3.27K - $3.37K
|
1
$44.4
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-90- 1.58% |
$4.03K - $4.16K
|
5.61K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-116- 0.85% |
$5.2K - $5.36K
|
13.5K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-123- 2.27% |
$5.51K - $5.69K
|
5.28K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-152- 1.34% |
$6.81K - $7.03K
|
11.2K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-170- 0.7% |
$7.62K - $7.86K
|
24.1K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-207- 1.15% |
$9.28K - $9.57K
|
17.8K
$789K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-249- 4.09% |
$11.2K - $11.5K
|
5.84K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-267- 12.6% |
$12K - $12.3K
|
1.85K
$82.3K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-331- 4.6% |
$14.8K - $15.3K
|
6.86K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-333- 0.39% |
$14.9K - $15.4K
|
85.3K
$3.79M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-340- 1.83% |
$15.2K - $15.7K
|
18.3K
$811K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-471- 3.71% |
$21.1K - $21.8K
|
12.2K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-509- 27.28% |
$22.8K - $23.5K
|
1.36K
$60.3K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-569- 1.7% |
$25.5K - $26.3K
|
33K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-589- 1.67% |
$26.4K - $27.2K
|
34.6K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-592- 4.72% |
$26.5K - $27.4K
|
12K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-639- 2.43% |
$28.6K - $29.5K
|
25.6K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-652- 5.42% |
$29.2K - $30.1K
|
11.4K
$505K
|