Purchases and Sales Made in Q2 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 2023. 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 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.89M+ 19.64% |
$85.9M - $89.5M
|
11.5M
$525M
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
845K+ 38.55% |
$38.3M - $39.9M
|
3.04M
$138M
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
800KNew |
$36.3M - $37.8M
|
800K
$36.4M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
399K+ 7.29% |
$18.1M - $18.8M
|
5.86M
$267M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186K+ 4.98% |
$8.45M - $8.8M
|
3.93M
$179M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
133K+ 51.2% |
$6.04M - $6.29M
|
393K
$17.9M
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
101K+ 37.12% |
$4.6M - $4.79M
|
374K
$17M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
95.5K+ 2.29% |
$4.33M - $4.51M
|
4.26M
$194M
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
65.9KNew |
$2.99M - $3.11M
|
65.9K
$3M
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.7K+ 129.39% |
$2.39M - $2.49M
|
93.4K
$4.25M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.6K+ 35.55% |
$2.3M - $2.39M
|
193K
$8.78M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
48.4K+ 177.72% |
$2.19M - $2.29M
|
75.6K
$3.44M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
45.2KNew |
$2.05M - $2.13M
|
45.2K
$2.06M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.5K+ 2.79% |
$1.97M - $2.05M
|
1.6M
$72.8M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
38.8K+ 31.77% |
$1.76M - $1.83M
|
161K
$7.33M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
33.2KNew |
$1.51M - $1.57M
|
33.2K
$1.51M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.1K+ 46.58% |
$1.37M - $1.42M
|
94.9K
$4.32M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
29.1K+ 15.84% |
$1.32M - $1.38M
|
213K
$9.69M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27.8K+ 49.03% |
$1.26M - $1.31M
|
84.5K
$3.85M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
22.4K+ 14.98% |
$1.01M - $1.06M
|
172K
$7.81M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
21.8K+ 55.47% |
$987K - $1.03M
|
61K
$2.78M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.6K+ 45.16% |
$980K - $1.02M
|
69.5K
$3.16M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.6K+ 1150.96% |
$978K - $1.02M
|
23.4K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.5K+ 38.21% |
$974K - $1.01M
|
77.6K
$3.53M
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.8KNew |
$854K - $889K
|
18.8K
$856K
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
17.1KNew |
$778K - $810K
|
17.1K
$780K
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16.3K+ 93.3% |
$738K - $768K
|
33.7K
$1.53M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.9K+ 2.0% |
$721K - $751K
|
812K
$37M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
15.6KNew |
$708K - $738K
|
15.6K
$711K
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.6KNew |
$707K - $736K
|
15.6K
$709K
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
15.1KNew |
$686K - $715K
|
15.1K
$689K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 6.48% |
$653K - $680K
|
237K
$10.8M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14K+ 44.04% |
$635K - $661K
|
45.8K
$2.08M
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.9KNew |
$631K - $657K
|
13.9K
$633K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
13.6K+ 17.19% |
$617K - $643K
|
92.8K
$4.22M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
13.1KNew |
$595K - $620K
|
13.1K
$597K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 16.22% |
$583K - $607K
|
92.1K
$4.19M
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
12.4K+ 13.62% |
$564K - $587K
|
104K
$4.72M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$540K - $563K
|
11.9K
$542K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.6K+ 5.1% |
$479K - $499K
|
218K
$9.9M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
9.39KNew |
$426K - $444K
|
9.39K
$427K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
9.25K+ 4.86% |
$420K - $437K
|
200K
$9.08M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.63K+ 10.33% |
$391K - $408K
|
92.2K
$4.19M
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
8.54K+ 102.46% |
$387K - $403K
|
16.9K
$768K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.93K+ 21.7% |
$360K - $375K
|
44.5K
$2.02M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.77K+ 24.86% |
$352K - $367K
|
39K
$1.78M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.48KNew |
$339K - $353K
|
7.48K
$340K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.36K+ 3.18% |
$334K - $347K
|
239K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.35K+ 0.07% |
$333K - $347K
|
10.2M
$463M
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
7.31K+ 25.85% |
$331K - $345K
|
35.6K
$1.62M
|