Purchases and Sales Made in Q3 2020 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
BUY
|
- |
223K+ 433.19% |
$11.5M - $11.8M
|
275K
$12.5M
|
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
BUY
|
- |
129KNew |
$6.67M - $6.81M
|
129K
$5.88M
|
|
|
Nov 12, 2020
Q3 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
104K+ 13.52% |
$5.35M - $5.47M
|
871K
$39.6M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.5K+ 4.28% |
$4.46M - $4.56M
|
2.11M
$95.9M
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
BUY
|
- |
85.7K+ 815.91% |
$4.42M - $4.52M
|
96.2K
$4.38M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.8K+ 10.33% |
$3.34M - $3.41M
|
692K
$31.5M
|
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
55.7KNew |
$2.87M - $2.94M
|
55.7K
$2.54M
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.6K+ 480.61% |
$2.51M - $2.56M
|
58.7K
$2.67M
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
44K+ 2.5% |
$2.27M - $2.32M
|
1.8M
$82M
|
|
|
Oct 29, 2020
Q3 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
39.6K+ 154.46% |
$2.04M - $2.09M
|
65.3K
$2.97M
|
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
30.1K+ 63.86% |
$1.55M - $1.59M
|
77.2K
$3.51M
|
|
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
BUY
|
- |
29.5K+ 69.24% |
$1.52M - $1.56M
|
72.2K
$3.29M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.1K+ 18.05% |
$1.14M - $1.16M
|
145K
$6.58M
|
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.1K+ 6.87% |
$1.14M - $1.16M
|
343K
$15.6M
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
20.1KNew |
$1.04M - $1.06M
|
20.1K
$913K
|
|
|
Nov 13, 2020
Q3 2020
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
18.7K+ 12.39% |
$963K - $984K
|
169K
$7.71M
|
|
|
Oct 26, 2020
Q3 2020
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.5KNew |
$904K - $923K
|
17.5K
$797K
|
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.2KNew |
$837K - $854K
|
16.2K
$738K
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
16.1K+ 20.7% |
$833K - $851K
|
94.1K
$4.28M
|
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 4.61% |
$758K - $774K
|
333K
$15.2M
|
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
BUY
|
- |
14.6K+ 135.19% |
$754K - $770K
|
25.4K
$1.16M
|
|
|
Nov 12, 2020
Q3 2020
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13.2K+ 9.42% |
$682K - $697K
|
154K
$6.99M
|
|
|
Oct 19, 2020
Q3 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
13KNew |
$672K - $686K
|
13K
$593K
|
|
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11.9K+ 44.3% |
$616K - $629K
|
38.9K
$1.77M
|
|
|
Oct 23, 2020
Q3 2020
|
New Potomac Partners, LLC
|
BUY
|
- |
11.9K+ 37.22% |
$614K - $627K
|
43.9K
$2M
|
|
|
Nov 19, 2020
Q3 2020
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
11.6KNew |
$598K - $611K
|
11.6K
$527K
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7KNew |
$550K - $561K
|
10.7K
$485K
|
|
|
Aug 16, 2024
Q3 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.6K+ 7.53% |
$547K - $559K
|
152K
$6.9M
|
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
10K+ 108.32% |
$518K - $529K
|
19.3K
$878K
|
|
|
Nov 13, 2020
Q3 2020
|
Mc Adam, LLC
|
BUY
|
- |
9.02K+ 6.46% |
$465K - $475K
|
149K
$6.76M
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.98K+ 2.22% |
$463K - $473K
|
414K
$18.8M
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
8.91K+ 52.37% |
$460K - $470K
|
25.9K
$1.18M
|
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.57K+ 51.56% |
$442K - $452K
|
25.2K
$1.15M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
7.99K+ 4.29% |
$412K - $421K
|
194K
$8.84M
|
|
|
Nov 13, 2020
Q3 2020
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.67KNew |
$396K - $404K
|
7.67K
$349K
|
|
|
Nov 06, 2020
Q3 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.64KNew |
$394K - $403K
|
7.64K
$348K
|
|
|
Nov 13, 2020
Q3 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.58KNew |
$391K - $399K
|
7.58K
$345K
|
|
|
Nov 10, 2020
Q3 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.2K+ 22.67% |
$371K - $379K
|
38.9K
$1.77M
|
|
|
Nov 13, 2020
Q3 2020
|
Waddell & Associates, LLC
|
BUY
|
- |
7.19KNew |
$371K - $379K
|
7.19K
$327K
|
|
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.88K+ 15.68% |
$355K - $363K
|
50.8K
$2.31M
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.32K+ 4.3% |
$326K - $333K
|
153K
$6.99M
|
|
|
Oct 22, 2020
Q3 2020
|
Paragon Capital Management LTD
|
BUY
|
- |
6.1KNew |
$315K - $322K
|
6.1K
$278K
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.85K+ 23.6% |
$302K - $309K
|
30.7K
$1.4M
|
|
|
Nov 09, 2020
Q3 2020
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.78KNew |
$298K - $304K
|
5.78K
$263K
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.56K+ 38.62% |
$287K - $293K
|
19.9K
$907K
|
|
|
Nov 16, 2020
Q3 2020
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5KNew |
$258K - $264K
|
5K
$228K
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.61K+ 110.5% |
$238K - $243K
|
8.78K
$400K
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
4.6K+ 473.33% |
$237K - $242K
|
5.57K
$253K
|
|
|
Oct 26, 2020
Q3 2020
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 14.36% |
$219K - $223K
|
33.8K
$1.54M
|
|
|
Nov 16, 2020
Q3 2020
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.22KNew |
$218K - $222K
|
4.22K
$192K
|