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 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
18.7K+ 173.09% |
$845K - $899K
|
29.6K
$1.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.7K+ 20.72% |
$799K - $850K
|
103K
$4.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 188.54% |
$791K - $841K
|
26.8K
$1.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
15.8KNew |
$712K - $758K
|
15.8K
$718K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.6KNew |
$702K - $746K
|
15.6K
$708K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.1KNew |
$683K - $726K
|
15.1K
$688K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.1KNew |
$683K - $726K
|
15.1K
$688K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14.7KNew |
$663K - $706K
|
14.7K
$669K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6K+ 75.61% |
$615K - $654K
|
31.7K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13.4K+ 23.19% |
$602K - $641K
|
71K
$3.23M
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
12.9KNew |
$582K - $620K
|
12.9K
$587K
|
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
11.1KNew |
$499K - $531K
|
11.1K
$503K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.99K+ 110.35% |
$450K - $479K
|
19K
$866K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9.45K+ 17.12% |
$426K - $453K
|
64.7K
$2.94M
|
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
8.95KNew |
$403K - $429K
|
8.95K
$407K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.81KNew |
$397K - $422K
|
8.81K
$400K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.45KNew |
$381K - $405K
|
8.45K
$384K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
8.34KNew |
$376K - $400K
|
8.34K
$379K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.21K+ 37.24% |
$370K - $394K
|
30.2K
$1.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.82K+ 16993.48% |
$352K - $375K
|
7.86K
$357K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.78KNew |
$351K - $373K
|
7.78K
$354K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.63KNew |
$344K - $366K
|
7.63K
$347K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.63KNew |
$344K - $366K
|
7.63K
$347K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.58K+ 19.05% |
$342K - $363K
|
47.4K
$2.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.39K+ 68.23% |
$333K - $354K
|
18.2K
$828K
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.39K+ 142.92% |
$333K - $354K
|
12.6K
$571K
|
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
7.37KNew |
$332K - $354K
|
7.37K
$335K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.82KNew |
$307K - $327K
|
6.82K
$310K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
6.14K+ 44.27% |
$277K - $294K
|
20K
$909K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.07K+ 31.38% |
$273K - $291K
|
25.4K
$1.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
6.01KNew |
$271K - $288K
|
6.01K
$273K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.94K+ 24.81% |
$268K - $285K
|
29.9K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.43KNew |
$245K - $261K
|
5.43K
$247K
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
5.41KNew |
$244K - $259K
|
5.41K
$246K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.13KNew |
$231K - $246K
|
5.13K
$233K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.65K+ 31.41% |
$210K - $223K
|
19.5K
$884K
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
4.4KNew |
$198K - $211K
|
4.4K
$200K
|
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.4KNew |
$198K - $211K
|
4.4K
$200K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.37KNew |
$197K - $210K
|
4.37K
$199K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.33K+ 6.46% |
$195K - $207K
|
71.3K
$3.24M
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
4K+ 107.53% |
$180K - $192K
|
7.72K
$351K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.76K+ 158.65% |
$169K - $180K
|
6.13K
$279K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.44K+ 8.18% |
$155K - $165K
|
45.5K
$2.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.65K+ 6.35% |
$119K - $127K
|
44.4K
$2.02M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.58KNew |
$116K - $123K
|
2.58K
$117K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.15KNew |
$96.8K - $103K
|
2.15K
$97.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.13K+ 8.85% |
$95.8K - $102K
|
26.1K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.83KNew |
$82.6K - $87.9K
|
1.83K
$83.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.82KNew |
$81.9K - $87.2K
|
1.82K
$82.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.82K+ 42.43% |
$81.9K - $87.1K
|
6.1K
$277K
|