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 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.13K+ 19.97% |
$323K - $337K
|
42.8K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.02K+ 2.84% |
$318K - $332K
|
255K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.89KNew |
$312K - $325K
|
6.89K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.87KNew |
$311K - $324K
|
6.87K
$312K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.81K+ 6.45% |
$309K - $322K
|
112K
$5.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.78KNew |
$307K - $320K
|
6.78K
$308K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6.44K+ 53.59% |
$292K - $304K
|
18.4K
$838K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.36KNew |
$289K - $301K
|
6.36K
$289K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.85K+ 127.6% |
$265K - $276K
|
10.4K
$475K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.2K+ 9.83% |
$236K - $246K
|
58.1K
$2.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
5.18K+ 25.19% |
$235K - $245K
|
25.8K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.01K+ 1.32% |
$227K - $236K
|
385K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5KNew |
$227K - $236K
|
5K
$227K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.92KNew |
$223K - $232K
|
4.92K
$223K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.64KNew |
$211K - $219K
|
4.64K
$211K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.62KNew |
$210K - $218K
|
4.62K
$210K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.6K+ 2.7% |
$209K - $217K
|
175K
$7.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.52KNew |
$205K - $213K
|
4.52K
$205K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.48KNew |
$203K - $212K
|
4.48K
$204K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.26KNew |
$193K - $201K
|
4.26K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.24K+ 2.92% |
$192K - $200K
|
149K
$6.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.01K+ 50.75% |
$182K - $189K
|
11.9K
$541K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.62K+ 20.01% |
$164K - $171K
|
21.7K
$987K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.19KNew |
$145K - $151K
|
3.19K
$145K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2.89K+ 1.22% |
$131K - $137K
|
241K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.64K+ 1.01% |
$120K - $125K
|
265K
$12M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.62KNew |
$119K - $124K
|
2.62K
$119K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 6940.54% |
$116K - $121K
|
2.61K
$118K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 6940.54% |
$116K - $121K
|
2.61K
$118K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.5KNew |
$113K - $118K
|
2.5K
$114K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.38K+ 23.37% |
$108K - $113K
|
12.6K
$572K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.33K+ 3.71% |
$106K - $110K
|
65.1K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.95K+ 0.95% |
$88.5K - $92.1K
|
208K
$9.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.72K+ 2.04% |
$78K - $81.2K
|
86.2K
$3.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.54K+ 15.7% |
$69.9K - $72.7K
|
11.3K
$516K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.32K+ 2.55% |
$59.9K - $62.4K
|
53K
$2.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
1.28K+ 1.98% |
$58.1K - $60.5K
|
65.9K
$3M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.25K+ 12.83% |
$56.8K - $59.1K
|
11K
$501K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 14.22% |
$53.1K - $55.3K
|
9.41K
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.17K+ 8.76% |
$52.8K - $55K
|
14.5K
$657K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.06K+ 4.81% |
$48K - $50K
|
23.1K
$1.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.03K+ 7.59% |
$46.8K - $48.7K
|
14.6K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$45.4K - $47.2K
|
1K
$45.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
945+ 16.34% |
$42.9K - $44.6K
|
6.73K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
923+ 8.48% |
$41.9K - $43.6K
|
11.8K
$537K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
918+ 10.07% |
$41.6K - $43.4K
|
10K
$456K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
811+ 0.81% |
$36.8K - $38.3K
|
101K
$4.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
752New |
$34.1K - $35.5K
|
752
$34.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
750New |
$34K - $35.4K
|
750
$34.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
712+ 3.23% |
$32.3K - $33.6K
|
22.7K
$1.03M
|