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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.92K+ 23.12% |
$267K - $274K
|
31.5K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.57K+ 0.79% |
$251K - $257K
|
710K
$32.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.22KNew |
$236K - $241K
|
5.22K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.94KNew |
$223K - $228K
|
4.94K
$225K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.85KNew |
$219K - $224K
|
4.85K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.72KNew |
$213K - $218K
|
4.72K
$215K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
4.72K+ 2.6% |
$213K - $218K
|
187K
$8.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.47K+ 0.42% |
$202K - $207K
|
1.06M
$48.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.43KNew |
$200K - $205K
|
4.43K
$202K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.35K+ 3.88% |
$197K - $201K
|
116K
$5.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.34K+ 3.6% |
$196K - $201K
|
125K
$5.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4K+ 15.57% |
$180K - $185K
|
29.7K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.3K+ 4.38% |
$149K - $152K
|
78.7K
$3.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.09KNew |
$140K - $143K
|
3.09K
$141K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.99K+ 1.51% |
$135K - $138K
|
200K
$9.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.92K+ 11.71% |
$132K - $135K
|
27.8K
$1.27M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.86K+ 7.11% |
$129K - $132K
|
43K
$1.96M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.51K+ 36.22% |
$113K - $116K
|
9.44K
$430K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.5K+ 6.29% |
$113K - $116K
|
42.3K
$1.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.3K+ 0.51% |
$104K - $106K
|
451K
$20.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.23K+ 15.16% |
$101K - $103K
|
17K
$772K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.23K+ 3.66% |
$100K - $103K
|
63.1K
$2.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.21K+ 4.36% |
$99.9K - $102K
|
53K
$2.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.06K+ 20.58% |
$93.1K - $95.3K
|
12.1K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.01K+ 3.74% |
$90.6K - $92.7K
|
55.7K
$2.54M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.79K+ 59.24% |
$80.6K - $82.5K
|
4.8K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
1.71K+ 4.41% |
$77.2K - $79K
|
40.5K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.47K+ 10.46% |
$66.5K - $68.1K
|
15.6K
$708K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$61.7K - $63.1K
|
1.37K
$62.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 8.69% |
$59.1K - $60.5K
|
16.4K
$746K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.22KNew |
$54.9K - $56.1K
|
1.22K
$55.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.2K+ 6.26% |
$54.2K - $55.5K
|
20.4K
$927K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.13K+ 1.18% |
$51.2K - $52.4K
|
96.9K
$4.41M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.1K+ 127.53% |
$49.6K - $50.7K
|
1.96K
$89.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.08K+ 68.2% |
$48.8K - $50K
|
2.67K
$121K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 20.37% |
$48.4K - $49.5K
|
6.34K
$288K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
986+ 6.65% |
$44.5K - $45.6K
|
15.8K
$719K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
986+ 4.29% |
$44.5K - $45.6K
|
24K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
976+ 4.9% |
$44.1K - $45.1K
|
20.9K
$951K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
922New |
$41.6K - $42.6K
|
922
$42K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
878+ 9.98% |
$39.6K - $40.6K
|
9.67K
$440K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
783+ 5.1% |
$35.4K - $36.2K
|
16.1K
$734K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
777New |
$35.1K - $35.9K
|
777
$35.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
742New |
$33.5K - $34.3K
|
742
$33.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
695+ 3.72% |
$31.4K - $32.1K
|
19.4K
$882K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
572New |
$25.8K - $26.4K
|
572
$26K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
438+ 12.22% |
$19.8K - $20.2K
|
4.02K
$183K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
419+ 103.2% |
$18.9K - $19.4K
|
825
$37.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
339New |
$15.3K - $15.7K
|
339
$15.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
329+ 2.87% |
$14.9K - $15.2K
|
11.8K
$537K
|