Purchases and Sales Made in Q2 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 2024. 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, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
346K+ 2.06% |
$15.6M - $16M
|
17.1M
$779M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
238K+ 5.57% |
$10.8M - $11M
|
4.52M
$206M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
206K+ 39.92% |
$9.32M - $9.54M
|
723K
$32.9M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
191K+ 35.94% |
$8.63M - $8.84M
|
723K
$32.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
139KNew |
$6.29M - $6.43M
|
139K
$6.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
104KNew |
$4.69M - $4.8M
|
104K
$4.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
76.5K+ 4.88% |
$3.45M - $3.53M
|
1.64M
$74.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.2K+ 4.8% |
$1.95M - $2M
|
944K
$43M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
37.2KNew |
$1.68M - $1.72M
|
37.2K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.1K+ 36.97% |
$1.22M - $1.25M
|
100K
$4.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.7K+ 10.5% |
$1.2M - $1.23M
|
281K
$12.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
24.4KNew |
$1.1M - $1.13M
|
24.4K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
24.4K+ 7.69% |
$1.1M - $1.13M
|
341K
$15.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.8KNew |
$1.08M - $1.1M
|
23.8K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.5K+ 43.21% |
$970K - $993K
|
71.2K
$3.24M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.5K+ 11.68% |
$926K - $948K
|
196K
$8.92M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.5K+ 44.37% |
$880K - $901K
|
63.4K
$2.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19K+ 5.4% |
$859K - $879K
|
371K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
18.7KNew |
$846K - $866K
|
18.7K
$853K
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.4KNew |
$829K - $849K
|
18.4K
$836K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.8KNew |
$805K - $824K
|
17.8K
$811K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.7K+ 23.73% |
$801K - $820K
|
92.5K
$4.21M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.1K+ 20.07% |
$725K - $742K
|
96.1K
$4.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.6K+ 5.25% |
$705K - $722K
|
313K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15.5KNew |
$700K - $716K
|
15.5K
$706K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.1K+ 69.21% |
$683K - $699K
|
37K
$1.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13.9K+ 10.58% |
$630K - $644K
|
146K
$6.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.7K+ 4.45% |
$572K - $585K
|
297K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12K+ 9.96% |
$541K - $553K
|
132K
$6.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9K+ 7.62% |
$537K - $550K
|
168K
$7.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$526K - $539K
|
11.7K
$530K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
11.4K+ 48.16% |
$516K - $528K
|
35.1K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
11.2K+ 1.34% |
$504K - $516K
|
845K
$38.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.2K+ 2.94% |
$458K - $469K
|
355K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.91K+ 1.25% |
$447K - $458K
|
803K
$36.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.27K+ 4.2% |
$418K - $428K
|
230K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.69KNew |
$392K - $402K
|
8.69K
$396K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.67K+ 11.1% |
$392K - $401K
|
86.8K
$3.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.01KNew |
$362K - $370K
|
8.01K
$365K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.84K+ 5.58% |
$354K - $362K
|
148K
$6.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.33K+ 104.72% |
$331K - $339K
|
14.3K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.16K+ 39.04% |
$323K - $331K
|
25.5K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.95K+ 3.22% |
$314K - $321K
|
223K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.81K+ 22.27% |
$308K - $315K
|
37.4K
$1.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.73KNew |
$304K - $311K
|
6.73K
$306K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.53K+ 3.3% |
$295K - $302K
|
205K
$9.31M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.27K+ 4.62% |
$283K - $290K
|
142K
$6.46M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.09KNew |
$275K - $281K
|
6.09K
$277K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.07K+ 90.28% |
$274K - $280K
|
12.8K
$582K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.03K+ 39.69% |
$272K - $279K
|
21.2K
$966K
|