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 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.78K- 37.9% |
$216K - $229K
|
7.84K
$356K
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-5.01KClosed |
$226K - $240K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.04KClosed |
$227K - $242K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.08K- 21.97% |
$229K - $244K
|
18K
$820K
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-5.09K- 34.35% |
$229K - $244K
|
9.73K
$442K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.25KClosed |
$236K - $252K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.4KClosed |
$243K - $259K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.47K- 21.59% |
$246K - $262K
|
19.9K
$903K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.48K- 30.33% |
$247K - $263K
|
12.6K
$572K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.84K- 53.44% |
$263K - $280K
|
5.09K
$231K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-6.12K- 36.73% |
$276K - $293K
|
10.5K
$479K
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-6.15K- 15.03% |
$277K - $295K
|
34.8K
$1.58M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-6.39KClosed |
$288K - $306K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.7KClosed |
$302K - $321K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.85KClosed |
$309K - $328K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6.85K- 20.33% |
$309K - $328K
|
26.9K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.93KClosed |
$312K - $332K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7K- 43.75% |
$315K - $336K
|
9K
$409K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.16KClosed |
$323K - $343K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-7.46KClosed |
$336K - $358K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.37K- 65.08% |
$377K - $401K
|
4.49K
$204K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.82KClosed |
$398K - $423K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.98KClosed |
$405K - $431K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.65K- 6.94% |
$435K - $463K
|
129K
$5.88M
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-10.6KClosed |
$478K - $508K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11K- 29.52% |
$498K - $529K
|
26.4K
$1.2M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-11.1K- 49.8% |
$501K - $533K
|
11.2K
$510K
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-11.5K- 21.47% |
$519K - $552K
|
42.1K
$1.91M
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.9K- 25.3% |
$537K - $572K
|
35.2K
$1.6M
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-11.9K- 25.82% |
$537K - $572K
|
34.3K
$1.56M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$541K - $576K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.1K- 16.83% |
$546K - $581K
|
59.9K
$2.72M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.2K- 49.71% |
$552K - $587K
|
12.4K
$563K
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13.7K- 8.0% |
$616K - $656K
|
157K
$7.15M
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-14.3K- 72.62% |
$644K - $685K
|
5.39K
$245K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.2KClosed |
$685K - $728K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 16.37% |
$694K - $738K
|
78.7K
$3.58M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16K- 62.71% |
$720K - $766K
|
9.51K
$432K
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-17.5KClosed |
$790K - $841K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-17.7KClosed |
$798K - $849K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 14.46% |
$808K - $860K
|
106K
$4.82M
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 10.53% |
$846K - $900K
|
159K
$7.25M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-19.7KClosed |
$888K - $944K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.8K- 7.17% |
$894K - $951K
|
257K
$11.7M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20.8K- 63.7% |
$939K - $1M
|
11.9K
$540K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-21.3K- 72.92% |
$961K - $1.02M
|
7.92K
$360K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-21.8KClosed |
$984K - $1.05M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-23.2K- 35.78% |
$1.04M - $1.11M
|
41.6K
$1.89M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.2K- 24.1% |
$1.09M - $1.16M
|
76.3K
$3.47M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-24.5K- 67.43% |
$1.1M - $1.17M
|
11.8K
$537K
|