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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
537New |
$27.7K - $28.1K
|
537
$23.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
480+ 10.39% |
$24.8K - $25.1K
|
5.1K
$227K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
470+ 32.75% |
$24.3K - $24.6K
|
1.91K
$84.7K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
468New |
$24.2K - $24.5K
|
468
$20.8K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
414+ 9.07% |
$21.4K - $21.7K
|
4.98K
$221K
|
|
|
Aug 16, 2021
Q2 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
400+ 7.48% |
$20.6K - $21K
|
5.75K
$255K
|
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
394New |
$20.3K - $20.6K
|
394
$17.5K
|
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
334+ 2.24% |
$17.2K - $17.5K
|
15.3K
$679K
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
302+ 2.53% |
$15.6K - $15.8K
|
12.3K
$545K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
277New |
$14.3K - $14.5K
|
277
$12.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
270+ 9.9% |
$13.9K - $14.1K
|
3K
$133K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
270New |
$13.9K - $14.1K
|
270
$12K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
233+ 8.52% |
$12K - $12.2K
|
2.97K
$132K
|
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
216+ 1.31% |
$11.1K - $11.3K
|
16.7K
$743K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
201+ 77.31% |
$10.4K - $10.5K
|
461
$20.5K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
191New |
$9.86K - $10K
|
191
$8.49K
|
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
181+ 5.87% |
$9.34K - $9.48K
|
3.27K
$145K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
166+ 2.09% |
$8.57K - $8.7K
|
8.13K
$361K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
166+ 2.14% |
$8.57K - $8.7K
|
7.93K
$352K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148+ 2.29% |
$7.64K - $7.75K
|
6.62K
$294K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
138+ 1.16% |
$7.12K - $7.23K
|
12K
$534K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
132+ 54.55% |
$6.81K - $6.92K
|
374
$16.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 3.08% |
$3.82K - $3.88K
|
2.48K
$110K
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
69New |
$3.56K - $3.61K
|
69
$3.07K
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
61+ 0.54% |
$3.15K - $3.2K
|
11.3K
$500K
|
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
59+ 0.88% |
$3.04K - $3.09K
|
6.76K
$300K
|
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
49+ 233.33% |
$2.53K - $2.57K
|
70
$3.11K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
46+ 0.41% |
$2.37K - $2.41K
|
11.2K
$500K
|
|
|
Aug 03, 2021
Q2 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
41+ 0.44% |
$2.12K - $2.15K
|
9.39K
$417K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
40New |
$2.06K - $2.1K
|
40
$1.78K
|
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
28+ 0.14% |
$1.45K - $1.47K
|
20.6K
$916K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
14+ 0.33% |
$723 - $733
|
4.25K
$189K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9New |
$464 - $472
|
9
$400
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
7+ 0.19% |
$361 - $367
|
3.76K
$167K
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$361 - $367
|
7.67K
$341K
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5+ 0.13% |
$258 - $262
|
3.92K
$174K
|
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$206 - $210
|
4
$178
|
|
|
Jul 09, 2021
Q2 2021
|
Adviser Investments LLC
|
BUY
|
- |
3+ 0.02% |
$155 - $157
|
13.9K
$616K
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
3+ 0.51% |
$155 - $157
|
590
$26.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$155 - $157
|
9.35K
$416K
|
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$155 - $157
|
3
$133
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$103 - $105
|
2
$88.9
|
|
|
Jul 26, 2021
Q2 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$103 - $105
|
2
$88.9
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2New |
$103 - $105
|
2
$88.9
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.48% |
$51.6 - $52.4
|
208
$9.24K
|
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.42% |
$51.6 - $52.4
|
239
$10.6K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.02% |
$51.6 - $52.4
|
4.82K
$214K
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1Closed |
$51.6 - $52.4
|
0
$0
|
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2Closed |
$103 - $105
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7- 0.16% |
$361 - $367
|
4.36K
$194K
|