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 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
535+ 2.61% |
$23.3K - $24.3K
|
21.1K
$963K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
514+ 0.54% |
$22.4K - $23.3K
|
95.6K
$4.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
376New |
$16.4K - $17.1K
|
376
$17.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
287+ 5.75% |
$12.5K - $13K
|
5.28K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
267New |
$11.6K - $12.1K
|
267
$12.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
244New |
$10.6K - $11.1K
|
244
$11.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
232+ 1.14% |
$10.1K - $10.5K
|
20.6K
$941K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
211+ 3.99% |
$9.21K - $9.58K
|
5.5K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
166+ 1.86% |
$7.24K - $7.54K
|
9.08K
$415K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
112+ 6.05% |
$4.89K - $5.08K
|
1.96K
$89.8K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
103+ 0.23% |
$4.49K - $4.68K
|
44.3K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
73+ 7300.0% |
$3.18K - $3.31K
|
74
$3.38K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
70New |
$3.05K - $3.18K
|
70
$3.2K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
55New |
$2.4K - $2.5K
|
55
$2.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
50New |
$2.18K - $2.27K
|
50
$2.29K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
41New |
$1.79K - $1.86K
|
41
$1.88K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
32+ 0.47% |
$1.4K - $1.45K
|
6.86K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18+ 0.38% |
$785 - $817
|
4.71K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$654 - $681
|
15
$686
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
11New |
$480 - $499
|
11
$503
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10New |
$436 - $454
|
10
$457
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
7+ 0.05% |
$305 - $318
|
13.5K
$619K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6+ 0.77% |
$262 - $272
|
784
$35.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 100.0% |
$87.3 - $90.8
|
4
$183
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$43.6 - $45.4
|
2.31K
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.04% |
$175 - $182
|
11.4K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-13- 0.42% |
$567 - $590
|
3.11K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15- 0.03% |
$654 - $681
|
48.2K
$2.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22- 0.45% |
$960 - $999
|
4.89K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-31- 0.62% |
$1.35K - $1.41K
|
5K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-41- 0.25% |
$1.79K - $1.86K
|
16.5K
$756K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-43- 13.56% |
$1.88K - $1.95K
|
274
$12.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-52- 0.73% |
$2.27K - $2.36K
|
7.06K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-62- 1.27% |
$2.71K - $2.81K
|
4.8K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-84- 1.39% |
$3.66K - $3.81K
|
5.96K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-100- 2.1% |
$4.36K - $4.54K
|
4.66K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-100- 1.39% |
$4.36K - $4.54K
|
7.09K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-102- 45.54% |
$4.45K - $4.63K
|
122
$5.58K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-152- 2.71% |
$6.63K - $6.9K
|
5.46K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-163- 3.2% |
$7.11K - $7.4K
|
4.93K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-181- 5.68% |
$7.9K - $8.22K
|
3.01K
$138K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-202- 1.75% |
$8.81K - $9.17K
|
11.4K
$520K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-205- 2.6% |
$8.94K - $9.31K
|
7.67K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-237- 1.95% |
$10.3K - $10.8K
|
11.9K
$546K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-245- 7.03% |
$10.7K - $11.1K
|
3.24K
$148K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-312- 6.73% |
$13.6K - $14.2K
|
4.33K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-313- 1.71% |
$13.7K - $14.2K
|
18K
$825K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-352- 0.89% |
$15.4K - $16K
|
39.4K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-360- 1.97% |
$15.7K - $16.3K
|
17.9K
$820K
|