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 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-918- 2.04% |
$47.4K - $48.1K
|
44K
$1.95M
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 9.24% |
$56K - $56.9K
|
10.7K
$474K
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.09KClosed |
$56.3K - $57.1K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-1.1K- 4.76% |
$56.8K - $57.6K
|
22K
$979K
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.11K- 18.79% |
$57.1K - $57.9K
|
4.78K
$212K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.12K- 11.13% |
$58K - $58.8K
|
8.96K
$398K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.28KClosed |
$66K - $67K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-1.93K- 2.27% |
$99.5K - $101K
|
83.1K
$3.69M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.94K- 24.66% |
$100K - $101K
|
5.92K
$263K
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.04K- 27.99% |
$105K - $107K
|
5.25K
$233K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.22KClosed |
$115K - $117K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.85KClosed |
$147K - $149K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.99K- 11.27% |
$206K - $209K
|
31.4K
$1.4M
|
|
Aug 11, 2021
Q2 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-4.09KClosed |
$211K - $214K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.15K- 0.95% |
$214K - $217K
|
434K
$19.3M
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
SELL
|
- |
-4.22K- 13.78% |
$218K - $221K
|
26.4K
$1.17M
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.42K- 8.48% |
$228K - $232K
|
47.7K
$2.12M
|
|
Aug 06, 2021
Q2 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4.43K- 21.65% |
$229K - $232K
|
16K
$712K
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.46KClosed |
$230K - $234K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.76K- 47.41% |
$246K - $249K
|
5.28K
$235K
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.07K- 5.72% |
$262K - $266K
|
83.5K
$3.71M
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.7K- 27.83% |
$294K - $299K
|
14.8K
$657K
|
|
Aug 12, 2021
Q2 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-6.55K- 27.9% |
$338K - $343K
|
16.9K
$752K
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.69KClosed |
$448K - $455K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-8.88KClosed |
$459K - $465K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.1K- 47.01% |
$469K - $477K
|
10.3K
$456K
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.15K- 15.74% |
$472K - $479K
|
48.9K
$2.17M
|
|
Jul 20, 2021
Q2 2021
|
Diversified Trust CO
|
SELL
|
- |
-9.38KClosed |
$484K - $491K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.2K- 5.8% |
$576K - $585K
|
181K
$8.06M
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-11.7KClosed |
$603K - $612K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14.5K- 98.08% |
$749K - $760K
|
284
$12.6K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.7K- 62.14% |
$758K - $769K
|
8.94K
$397K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.8K- 32.9% |
$867K - $880K
|
34.2K
$1.52M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 31.8% |
$921K - $935K
|
38.3K
$1.7M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-18.2K- 1.49% |
$939K - $953K
|
1.21M
$53.6M
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-19.8K- 9.58% |
$1.02M - $1.04M
|
187K
$8.31M
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.7K- 85.1% |
$1.17M - $1.19M
|
3.97K
$177K
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$1.21M - $1.22M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-35.4K- 42.73% |
$1.82M - $1.85M
|
47.4K
$2.11M
|
|
Aug 12, 2021
Q2 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-43.2K- 91.46% |
$2.23M - $2.27M
|
4.04K
$179K
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-45.3K- 82.53% |
$2.34M - $2.37M
|
9.59K
$426K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-46K- 23.34% |
$2.38M - $2.41M
|
151K
$6.72M
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-55.3K- 13.92% |
$2.85M - $2.9M
|
342K
$15.2M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.6K- 14.86% |
$3.13M - $3.18M
|
347K
$15.4M
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-78.1KClosed |
$4.03M - $4.09M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-82.3K- 1.24% |
$4.25M - $4.31M
|
6.53M
$290M
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-133K- 3.45% |
$6.89M - $6.99M
|
3.74M
$166M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-242K- 98.09% |
$12.5M - $12.7M
|
4.71K
$209K
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-390KClosed |
$20.1M - $20.4M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-412K- 44.57% |
$21.3M - $21.6M
|
512K
$22.8M
|