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 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-100- 14.29% |
$4.54K - $4.72K
|
600
$27.3K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-112- 0.79% |
$5.08K - $5.29K
|
14.1K
$643K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-125- 70.22% |
$5.67K - $5.91K
|
53
$2.41K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-130- 2.57% |
$5.9K - $6.14K
|
4.93K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-130- 0.85% |
$5.9K - $6.14K
|
15.2K
$691K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-152- 0.76% |
$6.89K - $7.18K
|
19.8K
$902K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-174- 4.05% |
$7.89K - $8.22K
|
4.12K
$187K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-301- 4.67% |
$13.7K - $14.2K
|
6.15K
$280K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-317- 1.0% |
$14.4K - $15K
|
31.5K
$1.43M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-327Closed |
$14.8K - $15.4K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-361- 84.54% |
$16.4K - $17.1K
|
66
$3K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-400- 6.23% |
$18.1K - $18.9K
|
6.02K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-425- 0.35% |
$19.3K - $20.1K
|
120K
$5.44M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-440- 5.62% |
$20K - $20.8K
|
7.39K
$336K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-461- 3.2% |
$20.9K - $21.8K
|
13.9K
$633K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-543- 0.4% |
$24.6K - $25.7K
|
134K
$6.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-574- 35.13% |
$26K - $27.1K
|
1.06K
$48.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-595- 95.81% |
$27K - $28.1K
|
26
$1.18K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-634- 1.18% |
$28.8K - $30K
|
53K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-643- 2.01% |
$29.2K - $30.4K
|
31.3K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-650- 2.49% |
$29.5K - $30.7K
|
25.4K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-672- 0.85% |
$30.5K - $31.7K
|
78.6K
$3.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-824- 0.92% |
$37.4K - $38.9K
|
89.1K
$4.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-920- 3.16% |
$41.7K - $43.5K
|
28.2K
$1.28M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-930- 1.58% |
$42.2K - $43.9K
|
58.1K
$2.64M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-972- 96.91% |
$44.1K - $45.9K
|
31
$1.41K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-972- 96.91% |
$44.1K - $45.9K
|
31
$1.41K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-997- 41.47% |
$45.2K - $47.1K
|
1.41K
$64K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1K- 2.83% |
$45.4K - $47.2K
|
34.3K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.12K- 4.02% |
$51K - $53.1K
|
26.8K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.18K- 5.87% |
$53.6K - $55.8K
|
18.9K
$861K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.24K- 5.19% |
$56.1K - $58.4K
|
22.6K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.27K- 0.4% |
$57.8K - $60.2K
|
319K
$14.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.55K- 3.52% |
$70.4K - $73.3K
|
42.5K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.75K- 8.01% |
$79.5K - $82.8K
|
20.1K
$915K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.78K- 7.91% |
$80.7K - $84K
|
20.7K
$941K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.8K- 3.65% |
$81.8K - $85.2K
|
47.6K
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 1.29% |
$81.9K - $85.3K
|
138K
$6.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.88K- 21.11% |
$85.2K - $88.8K
|
7.02K
$319K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.12K- 12.11% |
$96.2K - $100K
|
15.4K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.12K- 12.11% |
$96.2K - $100K
|
15.4K
$700K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.26K- 2.22% |
$103K - $107K
|
99.7K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.28K- 9.45% |
$103K - $108K
|
21.8K
$991K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.36K- 9.58% |
$107K - $111K
|
22.3K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.67K- 0.94% |
$121K - $126K
|
282K
$12.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.77K- 33.83% |
$126K - $131K
|
5.41K
$246K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.81K- 21.75% |
$127K - $133K
|
10.1K
$459K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 6.89% |
$134K - $140K
|
40K
$1.82M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-2.97K- 3.74% |
$135K - $140K
|
76.3K
$3.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.1K- 8.65% |
$141K - $146K
|
32.7K
$1.49M
|