Purchases and Sales Made in Q2 2021 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 2021. 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 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.24K+ 24.41% |
$270K - $274K
|
26.7K
$1.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.06KNew |
$261K - $265K
|
5.06K
$227K
|
|
|
Aug 02, 2021
Q2 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
5K+ 11.49% |
$258K - $262K
|
48.5K
$2.18M
|
|
|
Jul 19, 2021
Q2 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5KNew |
$258K - $262K
|
5K
$225K
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.81K+ 77.78% |
$248K - $252K
|
11K
$494K
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.68K+ 11.71% |
$242K - $245K
|
44.7K
$2.01M
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.57K+ 456.8% |
$236K - $239K
|
5.57K
$250K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
4.51K+ 111.23% |
$233K - $236K
|
8.56K
$385K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.35K+ 398.35% |
$224K - $228K
|
5.44K
$244K
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
4.2K+ 10.91% |
$217K - $220K
|
42.7K
$1.92M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.17K+ 20.89% |
$215K - $218K
|
24.1K
$1.08M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.06KNew |
$210K - $213K
|
4.06K
$182K
|
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.96KNew |
$204K - $207K
|
3.96K
$178K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.91KNew |
$202K - $205K
|
3.91K
$175K
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.74K+ 5.34% |
$193K - $196K
|
73.7K
$3.31M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.66K+ 48.6% |
$189K - $192K
|
11.2K
$502K
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 7.27% |
$172K - $174K
|
49.1K
$2.21M
|
|
|
Aug 10, 2021
Q2 2021
|
Advisor Os, LLC
|
BUY
|
- |
3.18K+ 4.75% |
$164K - $167K
|
70.2K
$3.15M
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$156K - $158K
|
3.02K
$136K
|
|
|
Jul 28, 2021
Q2 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.69K+ 6.19% |
$139K - $141K
|
46.2K
$2.07M
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.68K+ 1.56% |
$139K - $141K
|
175K
$7.87M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.68K+ 10.29% |
$138K - $140K
|
28.7K
$1.29M
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.62K+ 41.87% |
$135K - $137K
|
8.87K
$399K
|
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.34K+ 3.93% |
$121K - $122K
|
61.7K
$2.77M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.17K+ 10.77% |
$112K - $114K
|
22.3K
$1M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.04KNew |
$105K - $107K
|
2.04K
$91.7K
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.8K+ 12.47% |
$93.1K - $94.5K
|
16.3K
$731K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.79K+ 23.42% |
$92.6K - $94K
|
9.45K
$425K
|
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.79K+ 22.47% |
$92.2K - $93.6K
|
9.74K
$438K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.72K+ 6.19% |
$88.5K - $89.8K
|
29.4K
$1.32M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.61K+ 38.27% |
$83.1K - $84.3K
|
5.82K
$261K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.53K+ 10.46% |
$79.2K - $80.4K
|
16.2K
$728K
|
|
|
Aug 12, 2021
Q2 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.33K+ 16.24% |
$68.6K - $69.7K
|
9.52K
$428K
|
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
1.27KNew |
$65.7K - $66.7K
|
1.27K
$57.2K
|
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.22K+ 5.24% |
$62.9K - $63.9K
|
24.5K
$1.1M
|
|
|
Jul 01, 2021
Q2 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
1.16K+ 2.19% |
$59.7K - $60.6K
|
54K
$2.43M
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.15KNew |
$59.2K - $60.1K
|
1.15K
$51.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 6.53% |
$56.5K - $57.4K
|
17.9K
$803K
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.09K+ 2.01% |
$56.1K - $56.9K
|
55K
$2.47M
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 6.09% |
$53.3K - $54.1K
|
18K
$807K
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 10.26% |
$51.7K - $52.4K
|
10.8K
$483K
|
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
1K+ 3.06% |
$51.6K - $52.4K
|
33.7K
$1.51M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
976+ 2.8% |
$50.4K - $51.1K
|
35.9K
$1.61M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
892+ 11.69% |
$46K - $46.7K
|
8.52K
$383K
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
877+ 3.7% |
$45.3K - $45.9K
|
24.6K
$1.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
762+ 7.87% |
$39.3K - $39.9K
|
10.5K
$470K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
745New |
$38.4K - $39K
|
745
$33.5K
|
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
600New |
$31K - $31.4K
|
600
$27K
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
554+ 1.08% |
$28.6K - $29K
|
51.7K
$2.32M
|
|
|
Aug 03, 2021
Q2 2021
|
Peterson Wealth Management
|
BUY
|
- |
552+ 3.99% |
$28.5K - $28.9K
|
14.4K
$646K
|