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
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.67K- 5.25% |
$256K - $262K
|
102K
$4.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6K- 19.13% |
$271K - $277K
|
25.4K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.51KClosed |
$294K - $301K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-6.85K- 4.5% |
$309K - $317K
|
145K
$6.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-6.85K- 37.88% |
$309K - $317K
|
11.2K
$512K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-7.21K- 10.02% |
$325K - $333K
|
64.7K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.46K- 28.68% |
$337K - $345K
|
18.6K
$844K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-7.91KClosed |
$357K - $365K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.04K- 4.13% |
$363K - $372K
|
186K
$8.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.08K- 28.67% |
$365K - $373K
|
20.1K
$915K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.54K- 2.34% |
$386K - $395K
|
357K
$16.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.9K- 6.07% |
$402K - $411K
|
138K
$6.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.2K- 65.37% |
$415K - $425K
|
4.87K
$222K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.52K- 13.21% |
$430K - $440K
|
62.5K
$2.85M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.74K- 21.38% |
$440K - $450K
|
35.8K
$1.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.95K- 61.0% |
$449K - $460K
|
6.36K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11.5K- 36.69% |
$519K - $531K
|
19.8K
$903K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 43.31% |
$563K - $576K
|
16.3K
$743K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14.3K- 7.35% |
$648K - $663K
|
181K
$8.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.3K- 29.28% |
$689K - $705K
|
36.8K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-18.7K- 11.22% |
$846K - $866K
|
148K
$6.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.5K- 54.66% |
$881K - $902K
|
16.2K
$737K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 50.02% |
$1M - $1.03M
|
22.2K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-25K- 77.47% |
$1.13M - $1.16M
|
7.27K
$331K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-25.3K- 72.54% |
$1.14M - $1.17M
|
9.59K
$436K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-27.2K- 4.88% |
$1.23M - $1.26M
|
530K
$24.1M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-50.1K- 7.52% |
$2.26M - $2.31M
|
616K
$28M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-58.8K- 16.6% |
$2.66M - $2.72M
|
296K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-59.2K- 1.46% |
$2.67M - $2.74M
|
4.01M
$182M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-92K- 39.19% |
$4.15M - $4.25M
|
143K
$6.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101K- 7.56% |
$4.55M - $4.66M
|
1.23M
$56.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-105K- 31.45% |
$4.75M - $4.86M
|
229K
$10.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-108K- 45.73% |
$4.87M - $4.99M
|
128K
$5.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-131K- 1.87% |
$5.93M - $6.07M
|
6.9M
$314M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-170K- 62.54% |
$7.68M - $7.86M
|
102K
$4.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-188K- 54.42% |
$8.49M - $8.68M
|
157K
$7.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-219K- 41.4% |
$9.91M - $10.1M
|
311K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-572K- 67.16% |
$25.8M - $26.4M
|
280K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-791K- 6.43% |
$35.7M - $36.6M
|
11.5M
$524M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-791K- 6.43% |
$35.7M - $36.6M
|
11.5M
$524M
|