Purchases and Sales Made in Q2 2025 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 2025. 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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
215K+ 51.66% |
$9.38M - $9.76M
|
631K
$28M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
174K+ 134.05% |
$7.58M - $7.88M
|
303K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
141KNew |
$6.14M - $6.39M
|
141K
$6.24M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
25.9K+ 42.61% |
$1.13M - $1.17M
|
86.6K
$3.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 15.97% |
$820K - $853K
|
136K
$6.05M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
18.7K+ 393.29% |
$815K - $848K
|
23.4K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.4KNew |
$628K - $653K
|
14.4K
$638K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13.9K+ 9.96% |
$608K - $633K
|
154K
$6.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.5KNew |
$590K - $614K
|
13.5K
$600K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10.9K+ 204.69% |
$476K - $495K
|
16.2K
$720K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
10.1K+ 74.46% |
$440K - $458K
|
23.6K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.79K+ 10.7% |
$427K - $445K
|
101K
$4.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
8.64K+ 12.61% |
$377K - $392K
|
77.1K
$3.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
8.44K+ 95.27% |
$368K - $383K
|
17.3K
$767K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.7KNew |
$292K - $304K
|
6.7K
$297K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.33KNew |
$276K - $287K
|
6.33K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.99K+ 9.49% |
$261K - $272K
|
69.1K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.88KNew |
$257K - $267K
|
5.88K
$261K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.51K+ 3.42% |
$240K - $250K
|
167K
$7.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.4KNew |
$236K - $245K
|
5.4K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.33KNew |
$232K - $242K
|
5.33K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.05KNew |
$220K - $229K
|
5.05K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.5KNew |
$196K - $204K
|
4.5K
$200K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.41K+ 24.78% |
$149K - $155K
|
17.2K
$761K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.19K+ 16.97% |
$95.7K - $99.6K
|
15.1K
$671K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.04K+ 10.15% |
$89K - $92.6K
|
22.1K
$981K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.9K+ 22.98% |
$82.9K - $86.2K
|
10.2K
$451K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.73K+ 2.92% |
$75.3K - $78.3K
|
60.7K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.66K+ 0.96% |
$72.6K - $75.5K
|
176K
$7.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5KNew |
$65.3K - $68K
|
1.5K
$66.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.02K+ 6.38% |
$44.5K - $46.4K
|
17K
$755K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1K+ 2.82% |
$43.6K - $45.4K
|
36.4K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
829+ 17.17% |
$36.2K - $37.6K
|
5.66K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
813+ 6.41% |
$35.5K - $36.9K
|
13.5K
$599K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
809New |
$35.3K - $36.7K
|
809
$35.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
535+ 2.61% |
$23.3K - $24.3K
|
21.1K
$934K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
514+ 0.54% |
$22.4K - $23.3K
|
95.6K
$4.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
376New |
$16.4K - $17.1K
|
376
$16.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
267New |
$11.6K - $12.1K
|
267
$11.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
232+ 1.14% |
$10.1K - $10.5K
|
20.6K
$913K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
211+ 3.99% |
$9.21K - $9.58K
|
5.5K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
166+ 1.86% |
$7.24K - $7.54K
|
9.08K
$402K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
103+ 0.23% |
$4.49K - $4.68K
|
44.3K
$1.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
73+ 7300.0% |
$3.18K - $3.31K
|
74
$3.28K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$654 - $681
|
15
$665
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
7+ 0.05% |
$305 - $318
|
13.5K
$600K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6+ 0.77% |
$262 - $272
|
784
$34.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$43.6 - $45.4
|
2.31K
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.04% |
$175 - $182
|
11.4K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22- 0.45% |
$960 - $999
|
4.89K
$217K
|