Purchases and Sales Made in Q2 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 2022. 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 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
918K+ 9.17% |
$41.4M - $44M
|
10.9M
$497M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
492K+ 3292.04% |
$22.2M - $23.6M
|
507K
$23.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
471K+ 109.85% |
$21.2M - $22.6M
|
900K
$41M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
438K+ 686.2% |
$19.7M - $21M
|
502K
$22.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
366K+ 2826.27% |
$16.5M - $17.5M
|
379K
$17.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
327K+ 509.68% |
$14.8M - $15.7M
|
392K
$17.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
294K+ 24.11% |
$13.2M - $14.1M
|
1.51M
$68.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
227K+ 766.55% |
$10.2M - $10.9M
|
257K
$11.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
212KNew |
$9.54M - $10.1M
|
212K
$9.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
207KNew |
$9.31M - $9.91M
|
207K
$9.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
206KNew |
$9.28M - $9.88M
|
206K
$9.37M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 2.2% |
$7.77M - $8.26M
|
8M
$364M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 2.2% |
$7.77M - $8.26M
|
8M
$364M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
155K+ 227.75% |
$6.96M - $7.41M
|
222K
$10.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
140K+ 41.95% |
$6.3M - $6.7M
|
473K
$21.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
138KNew |
$6.22M - $6.62M
|
138K
$6.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
122K+ 170.34% |
$5.51M - $5.86M
|
194K
$8.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
109K+ 49.27% |
$4.91M - $5.23M
|
330K
$15M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
75.6KNew |
$3.41M - $3.62M
|
75.6K
$3.44M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
73.6K+ 1836.34% |
$3.32M - $3.53M
|
77.6K
$3.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
72.5KNew |
$3.27M - $3.48M
|
72.5K
$3.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
68.7K+ 172.4% |
$3.1M - $3.29M
|
109K
$4.94M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
67.8KNew |
$3.05M - $3.25M
|
67.8K
$3.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
66.9K+ 74.68% |
$3.01M - $3.21M
|
156K
$7.12M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
61.9KNew |
$2.79M - $2.97M
|
61.9K
$2.81M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
57.1KNew |
$2.58M - $2.74M
|
57.1K
$2.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.6K+ 5.74% |
$2.51M - $2.67M
|
1.02M
$46.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
51.1K+ 1897.36% |
$2.3M - $2.45M
|
53.7K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.6K+ 23.31% |
$2.24M - $2.38M
|
262K
$11.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
43.1K+ 853.38% |
$1.94M - $2.07M
|
48.1K
$2.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
42.7KNew |
$1.93M - $2.05M
|
42.7K
$1.94M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
39.4K+ 101.24% |
$1.78M - $1.89M
|
78.3K
$3.57M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
35.8K+ 795.85% |
$1.61M - $1.72M
|
40.3K
$1.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.6K+ 121.87% |
$1.6M - $1.7M
|
64.7K
$2.95M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
32.2K+ 147.44% |
$1.45M - $1.55M
|
54.1K
$2.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
31.5KNew |
$1.42M - $1.51M
|
31.5K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
31.3KNew |
$1.41M - $1.5M
|
31.3K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
31K+ 25.58% |
$1.4M - $1.49M
|
152K
$6.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31K+ 0.95% |
$1.4M - $1.49M
|
3.28M
$149M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
30.4K+ 61.39% |
$1.37M - $1.46M
|
80K
$3.64M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
29.7KNew |
$1.34M - $1.42M
|
29.7K
$1.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29.4K+ 89.49% |
$1.32M - $1.41M
|
62.2K
$2.83M
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
27.5K+ 35.06% |
$1.24M - $1.32M
|
106K
$4.82M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
25.5K+ 60.9% |
$1.15M - $1.22M
|
67.3K
$3.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.6K+ 12.14% |
$1.11M - $1.18M
|
227K
$10.3M
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
24KNew |
$1.08M - $1.15M
|
24K
$1.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
22.8K+ 35.04% |
$1.03M - $1.09M
|
87.8K
$4M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
22KNew |
$992K - $1.06M
|
22K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.4K+ 30.27% |
$964K - $1.03M
|
92.1K
$4.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
18.8K+ 13.79% |
$847K - $902K
|
155K
$7.06M
|