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 |
---|---|---|---|---|---|---|---|
Jul 01, 2020
Q2 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.71K- 3.33% |
$83.1K - $88.6K
|
49.7K
$2.26M
|
|
Jul 15, 2020
Q2 2020
|
Motco
|
SELL
|
- |
-1.81KClosed |
$87.8K - $93.6K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.9K- 13.83% |
$92.1K - $98.2K
|
11.8K
$537K
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.14K- 10.83% |
$104K - $111K
|
17.6K
$802K
|
|
Aug 05, 2020
Q2 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.49K- 1.67% |
$121K - $129K
|
147K
$6.69M
|
|
Aug 11, 2020
Q2 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-2.87K- 16.47% |
$139K - $149K
|
14.5K
$661K
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.25KClosed |
$158K - $168K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.34K- 11.85% |
$162K - $173K
|
24.8K
$1.13M
|
|
Aug 14, 2020
Q2 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.35K- 12.77% |
$163K - $174K
|
22.9K
$1.04M
|
|
Jul 21, 2020
Q2 2020
|
First National Corp
|
SELL
|
- |
-3.49K- 12.81% |
$169K - $181K
|
23.7K
$1.08M
|
|
Aug 14, 2020
Q2 2020
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.76K- 10.02% |
$183K - $195K
|
33.8K
$1.53M
|
|
Aug 13, 2020
Q2 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.77K- 5.59% |
$183K - $195K
|
63.7K
$2.89M
|
|
Aug 06, 2020
Q2 2020
|
Glassman Wealth Services
|
SELL
|
- |
-3.82KClosed |
$186K - $198K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.95K- 16.39% |
$192K - $205K
|
20.2K
$916K
|
|
Aug 12, 2020
Q2 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.04KClosed |
$196K - $209K
|
0
$0
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-4.12KClosed |
$200K - $213K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-4.16K- 2.19% |
$202K - $216K
|
186K
$8.47M
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.21KClosed |
$204K - $218K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.42K- 43.15% |
$215K - $229K
|
5.82K
$265K
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-4.49K- 80.56% |
$218K - $232K
|
1.08K
$49.2K
|
|
Aug 06, 2020
Q2 2020
|
Cx Institutional
|
SELL
|
- |
-4.61K- 8.22% |
$224K - $239K
|
51.5K
$2.34M
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.63KClosed |
$225K - $240K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.99K- 6.77% |
$242K - $258K
|
68.7K
$3.12M
|
|
Jul 24, 2024
Q2 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.39K- 24.48% |
$262K - $279K
|
16.6K
$756K
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
SELL
|
- |
-6.53K- 1.09% |
$317K - $338K
|
592K
$26.9M
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.57KClosed |
$368K - $392K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-7.7K- 12.45% |
$374K - $399K
|
54.1K
$2.46M
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
SELL
|
- |
-8.72K- 82.02% |
$423K - $452K
|
1.91K
$86.8K
|
|
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.15KClosed |
$445K - $474K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-9.52KClosed |
$462K - $493K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Keudell
|
SELL
|
- |
-9.69K- 52.77% |
$471K - $502K
|
8.67K
$394K
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.5K- 22.4% |
$511K - $545K
|
36.4K
$1.66M
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.9K- 60.66% |
$528K - $563K
|
7.05K
$320K
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.2K- 41.95% |
$542K - $578K
|
15.4K
$702K
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-11.5K- 51.44% |
$557K - $593K
|
10.8K
$492K
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13K- 70.76% |
$630K - $672K
|
5.36K
$244K
|
|
Aug 14, 2020
Q2 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
$741K - $790K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
$741K - $790K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-15.8K- 5.46% |
$770K - $821K
|
274K
$12.5M
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.4K- 35.74% |
$796K - $849K
|
29.5K
$1.34M
|
|
Aug 13, 2020
Q2 2020
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-19.4K- 11.39% |
$941K - $1M
|
151K
$6.85M
|
|
Sep 09, 2020
Q2 2020
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20.1K- 12.53% |
$977K - $1.04M
|
140K
$6.38M
|
|
Aug 14, 2020
Q2 2020
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-20.7KClosed |
$1M - $1.07M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-23.6KClosed |
$1.15M - $1.22M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sws Partners
|
SELL
|
- |
-23.8KClosed |
$1.16M - $1.23M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.4K- 11.96% |
$1.53M - $1.63M
|
231K
$10.5M
|
|
Jul 16, 2020
Q2 2020
|
Sage Financial Group Inc
|
SELL
|
- |
-48.5K- 36.27% |
$2.36M - $2.51M
|
85.2K
$3.87M
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-54.9K- 73.57% |
$2.67M - $2.84M
|
19.7K
$897K
|
|
Jul 27, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-55.9KClosed |
$2.72M - $2.9M
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Ritholtz Wealth Management
|
SELL
|
- |
-56.1K- 10.09% |
$2.72M - $2.9M
|
500K
$22.7M
|