Purchases and Sales Made in Q2 2020 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2020
Q2 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-12- 3.73% |
$583 - $622
|
310
$13.9K
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22Closed |
$1.07K - $1.14K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-30- 4.33% |
$1.46K - $1.55K
|
663
$29.8K
|
|
|
Aug 12, 2020
Q2 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-32- 0.24% |
$1.55K - $1.66K
|
13.2K
$592K
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-40- 1.5% |
$1.94K - $2.07K
|
2.63K
$118K
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-50- 0.3% |
$2.43K - $2.59K
|
16.8K
$755K
|
|
|
Aug 14, 2020
Q2 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-68- 0.4% |
$3.3K - $3.52K
|
16.9K
$757K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-74Closed |
$3.6K - $3.83K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-100- 0.16% |
$4.86K - $5.18K
|
61K
$2.74M
|
|
|
Aug 04, 2020
Q2 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-155- 1.21% |
$7.53K - $8.03K
|
12.7K
$571K
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-168- 2.41% |
$8.16K - $8.7K
|
6.81K
$306K
|
|
|
Aug 13, 2020
Q2 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-171- 63.1% |
$8.31K - $8.86K
|
100
$4.49K
|
|
|
Aug 06, 2020
Q2 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-180- 3.48% |
$8.75K - $9.33K
|
4.99K
$224K
|
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-186- 2.36% |
$9.04K - $9.64K
|
7.68K
$345K
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-206- 0.89% |
$10K - $10.7K
|
22.9K
$1.03M
|
|
|
Aug 03, 2020
Q2 2020
|
Mission Wealth Management, LP
|
SELL
|
- |
-230- 4.92% |
$11.2K - $11.9K
|
4.45K
$200K
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-233Closed |
$11.3K - $12.1K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-241- 2.54% |
$11.7K - $12.5K
|
9.27K
$416K
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-258- 1.33% |
$12.5K - $13.4K
|
19.2K
$861K
|
|
|
Jul 17, 2020
Q2 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-302- 1.54% |
$14.7K - $15.6K
|
19.4K
$870K
|
|
|
Jul 09, 2020
Q2 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-332- 5.71% |
$16.1K - $17.2K
|
5.49K
$246K
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-370- 12.29% |
$18K - $19.2K
|
2.64K
$119K
|
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-374- 11.06% |
$18.2K - $19.4K
|
3.01K
$135K
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-378- 8.68% |
$18.4K - $19.6K
|
3.98K
$179K
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-391Closed |
$19K - $20.3K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450- 4.91% |
$21.9K - $23.3K
|
8.72K
$392K
|
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-479- 11.37% |
$23.3K - $24.8K
|
3.73K
$168K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-481- 3.24% |
$23.4K - $24.9K
|
14.4K
$646K
|
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-507- 0.59% |
$24.6K - $26.3K
|
86.1K
$3.87M
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-525- 35.02% |
$25.5K - $27.2K
|
974
$43.8K
|
|
|
Aug 11, 2020
Q2 2020
|
Savant Capital, LLC
|
SELL
|
- |
-534- 2.63% |
$25.9K - $27.7K
|
19.8K
$889K
|
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-536- 4.8% |
$26K - $27.8K
|
10.6K
$478K
|
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-540- 4.37% |
$26.2K - $28K
|
11.8K
$531K
|
|
|
Jul 15, 2020
Q2 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-540- 3.54% |
$26.2K - $28K
|
14.7K
$662K
|
|
|
Jul 29, 2020
Q2 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-548- 9.59% |
$26.6K - $28.4K
|
5.17K
$232K
|
|
|
Aug 03, 2020
Q2 2020
|
Adviser Investments LLC
|
SELL
|
- |
-577- 4.59% |
$28K - $29.9K
|
12K
$539K
|
|
|
Aug 06, 2020
Q2 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-578- 4.08% |
$28.1K - $29.9K
|
13.6K
$610K
|
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-597- 4.59% |
$29K - $30.9K
|
12.4K
$557K
|
|
|
Aug 17, 2020
Q2 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-600- 0.95% |
$29.2K - $31.1K
|
62.6K
$2.81M
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
- |
-660- 0.04% |
$32.1K - $34.2K
|
1.76M
$79M
|
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-708- 13.71% |
$34.4K - $36.7K
|
4.46K
$200K
|
|
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-717- 9.84% |
$34.8K - $37.1K
|
6.57K
$295K
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-764- 8.07% |
$37.1K - $39.6K
|
8.71K
$391K
|
|
|
Jul 09, 2020
Q2 2020
|
Diligent Investors, LLC
|
SELL
|
- |
-808- 7.96% |
$39.3K - $41.9K
|
9.34K
$420K
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-908- 10.31% |
$44.1K - $47K
|
7.9K
$355K
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.03KClosed |
$50K - $53.3K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-1.18KClosed |
$57.5K - $61.3K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.23KClosed |
$59.7K - $63.6K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.35K- 0.46% |
$65.6K - $70K
|
295K
$13.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 14.48% |
$81.2K - $86.6K
|
9.87K
$444K
|