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 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-307- 4.78% |
$13.9K - $14.2K
|
6.12K
$278K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-333- 5.27% |
$15K - $15.4K
|
5.98K
$272K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-398- 0.25% |
$18K - $18.4K
|
157K
$7.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-420- 2.05% |
$19K - $19.4K
|
20K
$912K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-425- 1.7% |
$19.2K - $19.6K
|
24.6K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-452- 2.2% |
$20.4K - $20.9K
|
20K
$913K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-483- 9.53% |
$21.8K - $22.3K
|
4.59K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-500- 4.19% |
$22.6K - $23.1K
|
11.4K
$520K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-500- 1.29% |
$22.6K - $23.1K
|
38.2K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-570- 1.0% |
$25.7K - $26.3K
|
56.4K
$2.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-590- 0.31% |
$26.6K - $27.3K
|
191K
$8.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-614- 43.7% |
$27.7K - $28.4K
|
791
$36K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-781- 1.41% |
$35.3K - $36.1K
|
54.4K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-798- 4.4% |
$36K - $36.9K
|
17.4K
$790K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-860- 0.26% |
$38.8K - $39.7K
|
328K
$14.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-941- 7.29% |
$42.5K - $43.5K
|
12K
$545K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-972- 2.46% |
$43.9K - $44.9K
|
38.5K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 50.0% |
$45.2K - $46.2K
|
1K
$45.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1K- 6.99% |
$45.2K - $46.2K
|
13.3K
$605K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 11.6% |
$45.2K - $46.2K
|
7.62K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.02K- 13.42% |
$46K - $47K
|
6.57K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.06K- 93.65% |
$47.9K - $49.1K
|
72
$3.28K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 11.24% |
$48.5K - $49.6K
|
8.48K
$386K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.23K- 3.46% |
$55.4K - $56.7K
|
34.2K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.3K- 1.08% |
$58.5K - $59.8K
|
118K
$5.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.45K- 8.06% |
$65.6K - $67.2K
|
16.6K
$755K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 16.88% |
$68.7K - $70.3K
|
7.49K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.6K- 12.56% |
$72.1K - $73.8K
|
11.1K
$506K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.65K- 17.17% |
$74.3K - $76.1K
|
7.94K
$362K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.66K- 7.49% |
$75.1K - $76.8K
|
20.6K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.72K- 7.88% |
$77.6K - $79.4K
|
20.1K
$915K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.79K- 16.68% |
$80.7K - $82.6K
|
8.93K
$406K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.86K- 2.01% |
$83.9K - $85.9K
|
90.7K
$4.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-1.9K- 7.02% |
$85.6K - $87.6K
|
25.1K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.93K- 27.38% |
$87.2K - $89.3K
|
5.12K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.17K- 11.64% |
$97.7K - $100K
|
16.4K
$748K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.25K- 5.53% |
$101K - $104K
|
38.4K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.31K- 12.34% |
$104K - $107K
|
16.4K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.42K- 14.7% |
$109K - $112K
|
14K
$639K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.49K- 15.4% |
$112K - $115K
|
13.7K
$622K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 35.85% |
$113K - $115K
|
4.46K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.7K- 54.8% |
$122K - $125K
|
2.23K
$101K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.75K- 87.7% |
$124K - $127K
|
385
$17.5K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.08K- 25.24% |
$139K - $142K
|
9.13K
$416K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3.52K- 7.13% |
$159K - $163K
|
45.9K
$2.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-3.69K- 33.21% |
$167K - $171K
|
7.42K
$338K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.02K- 33.21% |
$181K - $186K
|
8.08K
$368K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.3K- 18.76% |
$194K - $199K
|
18.6K
$847K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.96K- 32.51% |
$224K - $229K
|
10.3K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.63K- 8.42% |
$254K - $260K
|
61.3K
$2.79M
|