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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
677+ 10.06% |
$30.7K - $32K
|
7.4K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
628New |
$28.5K - $29.7K
|
628
$28.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
627+ 10.17% |
$28.4K - $29.6K
|
6.79K
$309K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
604+ 0.94% |
$27.4K - $28.5K
|
64.8K
$2.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
531New |
$24.1K - $25.1K
|
531
$24.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
505New |
$22.9K - $23.9K
|
505
$23K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
437+ 2.16% |
$19.8K - $20.6K
|
20.6K
$938K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425New |
$19.3K - $20.1K
|
425
$19.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
378+ 2.98% |
$17.1K - $17.9K
|
13.1K
$595K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
359+ 24.06% |
$16.3K - $17K
|
1.85K
$84.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
333New |
$15.1K - $15.7K
|
333
$15.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
324+ 4.39% |
$14.7K - $15.3K
|
7.7K
$350K
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
288+ 1.95% |
$13.1K - $13.6K
|
15.1K
$686K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262New |
$11.9K - $12.4K
|
262
$11.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
236+ 30.26% |
$10.7K - $11.1K
|
1.02K
$46.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
228+ 3.25% |
$10.3K - $10.8K
|
7.24K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
211+ 0.17% |
$9.57K - $9.97K
|
126K
$5.73M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
197+ 2.46% |
$8.94K - $9.31K
|
8.21K
$373K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
174+ 1.22% |
$7.89K - $8.22K
|
14.5K
$658K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
168+ 2.73% |
$7.62K - $7.94K
|
6.33K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
151+ 3.52% |
$6.85K - $7.13K
|
4.44K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
121+ 2.54% |
$5.49K - $5.72K
|
4.89K
$222K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
118+ 0.76% |
$5.35K - $5.57K
|
15.6K
$708K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
99+ 0.53% |
$4.49K - $4.68K
|
18.8K
$854K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
69+ 64.49% |
$3.13K - $3.26K
|
176
$8K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
52New |
$2.36K - $2.46K
|
52
$2.36K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
35+ 0.55% |
$1.59K - $1.65K
|
6.38K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
29New |
$1.32K - $1.37K
|
29
$1.32K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 0.47% |
$1.32K - $1.37K
|
6.21K
$282K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 0.47% |
$1.32K - $1.37K
|
6.21K
$282K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24+ 0.54% |
$1.09K - $1.13K
|
4.46K
$203K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 0.6% |
$1.09K - $1.13K
|
4.02K
$183K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.26% |
$816 - $850
|
6.94K
$316K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9+ 0.07% |
$408 - $425
|
13.4K
$607K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8+ 4.19% |
$363 - $378
|
199
$9.05K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.14% |
$363 - $378
|
5.7K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6+ 0.09% |
$272 - $283
|
6.8K
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.07% |
$136 - $142
|
4.37K
$199K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.01% |
$90.7 - $94.5
|
16.9K
$768K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2New |
$90.7 - $94.5
|
2
$90.9
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 3.1% |
$181 - $189
|
125
$5.68K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 15.19% |
$544 - $567
|
67
$3.05K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-13- 0.27% |
$590 - $614
|
4.78K
$217K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-26- 0.5% |
$1.18K - $1.23K
|
5.21K
$237K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-29- 0.45% |
$1.32K - $1.37K
|
6.36K
$289K
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.31% |
$1.59K - $1.65K
|
11.4K
$516K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-54- 28.42% |
$2.45K - $2.55K
|
136
$6.18K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-88- 1.3% |
$3.99K - $4.16K
|
6.67K
$303K
|