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 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-652- 0.68% |
$29.2K - $30.1K
|
95.1K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-688- 3.26% |
$30.8K - $31.8K
|
20.4K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-698- 3.47% |
$31.3K - $32.3K
|
19.4K
$863K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-714- 13.34% |
$32K - $33K
|
4.64K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-814- 4.94% |
$36.5K - $37.6K
|
15.7K
$695K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-825- 73.07% |
$37K - $38.1K
|
304
$13.5K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-942- 17.39% |
$42.2K - $43.5K
|
4.48K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-985- 5.11% |
$44.1K - $45.5K
|
18.3K
$813K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 18.62% |
$46.8K - $48.3K
|
4.56K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 18.43% |
$49.2K - $50.8K
|
4.86K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-1.1K- 0.94% |
$49.3K - $50.9K
|
117K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-1.12K- 6.99% |
$50K - $51.6K
|
14.8K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 23.71% |
$63.1K - $65.1K
|
4.53K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.69K- 7.68% |
$75.9K - $78.3K
|
20.3K
$904K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 16.27% |
$76K - $78.4K
|
8.73K
$388K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.7K- 16.21% |
$76K - $78.4K
|
8.77K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.82K- 3.41% |
$81.6K - $84.2K
|
51.7K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.85K- 10.04% |
$82.9K - $85.5K
|
16.6K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.9K- 13.53% |
$85.3K - $88K
|
12.2K
$541K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.97K- 13.43% |
$88.2K - $91K
|
12.7K
$564K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.11K- 10.88% |
$94.7K - $97.7K
|
17.3K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.12K- 90.38% |
$94.8K - $97.8K
|
225
$10K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.13K- 3.96% |
$95.6K - $98.6K
|
51.7K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.2K- 2.83% |
$98.5K - $102K
|
75.6K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.21K- 18.02% |
$98.9K - $102K
|
10K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.23K- 23.16% |
$99.8K - $103K
|
7.39K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 25.78% |
$101K - $105K
|
6.52K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.3K- 3.17% |
$103K - $106K
|
70.4K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.38K- 6.14% |
$107K - $110K
|
36.4K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.5K- 2.66% |
$112K - $116K
|
91.6K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.51K- 14.9% |
$113K - $116K
|
14.4K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-2.57K- 4.36% |
$115K - $119K
|
56.4K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.65K- 34.2% |
$119K - $122K
|
5.09K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.91K- 1.69% |
$130K - $134K
|
169K
$7.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.01K- 8.29% |
$135K - $139K
|
33.3K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-3.17K- 17.41% |
$142K - $147K
|
15K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.4K- 22.25% |
$152K - $157K
|
11.9K
$528K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.62K- 33.68% |
$162K - $167K
|
7.13K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.94K- 35.36% |
$176K - $182K
|
7.19K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.11K- 15.26% |
$184K - $190K
|
22.8K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.18K- 7.56% |
$187K - $193K
|
51.1K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.2K- 24.5% |
$188K - $194K
|
12.9K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.37K- 32.14% |
$196K - $202K
|
9.23K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-4.68K- 43.19% |
$210K - $216K
|
6.16K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.86K- 0.7% |
$218K - $225K
|
686K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.09K- 2.55% |
$228K - $235K
|
194K
$8.62M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.16K- 15.57% |
$231K - $238K
|
28K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.17K- 18.18% |
$232K - $239K
|
23.3K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.19K- 28.67% |
$233K - $240K
|
12.9K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.54K- 23.47% |
$248K - $256K
|
18.1K
$803K
|