Purchases and Sales Made in Q3 2025 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
304K+ 16.62% |
$13.4M - $13.9M
|
2.13M
$97.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
201K+ 147.09% |
$8.88M - $9.18M
|
337K
$15.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
184KNew |
$8.15M - $8.43M
|
184K
$8.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
119K+ 116.96% |
$5.24M - $5.42M
|
220K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
85.4KNew |
$3.77M - $3.9M
|
85.4K
$3.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
72.4K+ 11.1% |
$3.2M - $3.31M
|
725K
$33.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
50.2KNew |
$2.22M - $2.3M
|
50.2K
$2.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
46.6K+ 30.68% |
$2.06M - $2.13M
|
198K
$9.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
42.3KNew |
$1.87M - $1.94M
|
42.3K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
41.4K+ 40.99% |
$1.83M - $1.89M
|
142K
$6.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
40.8K+ 133.92% |
$1.81M - $1.87M
|
71.3K
$3.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
31.8K+ 20.68% |
$1.41M - $1.46M
|
186K
$8.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
27.5K+ 37.85% |
$1.22M - $1.26M
|
100K
$4.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.4K+ 622.43% |
$1.17M - $1.21M
|
30.6K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25.5KNew |
$1.13M - $1.17M
|
25.5K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
22.6KNew |
$998K - $1.03M
|
22.6K
$1.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
22.4K+ 101.26% |
$990K - $1.02M
|
44.5K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
17.9K+ 2.69% |
$794K - $821K
|
686K
$31.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.9K+ 21.71% |
$569K - $589K
|
72.2K
$3.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
11KNew |
$484K - $501K
|
11K
$500K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
10.4K+ 193.15% |
$461K - $477K
|
15.8K
$723K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
9.93K+ 7.7% |
$439K - $454K
|
139K
$6.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
9.37K+ 10.83% |
$414K - $429K
|
95.9K
$4.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9.09K+ 2.21% |
$402K - $416K
|
421K
$19.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7KNew |
$309K - $320K
|
7K
$319K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.68KNew |
$295K - $306K
|
6.68K
$305K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.31K+ 63140.0% |
$279K - $289K
|
6.32K
$289K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$269K - $278K
|
6.07K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.44K+ 6.89% |
$241K - $249K
|
84.4K
$3.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.06K+ 38.53% |
$224K - $231K
|
18.2K
$830K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.41KNew |
$195K - $202K
|
4.41K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.88KNew |
$172K - $178K
|
3.88K
$177K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.25K+ 4.27% |
$144K - $149K
|
79.4K
$3.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.02K+ 1.0% |
$134K - $138K
|
306K
$14M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.96KNew |
$131K - $135K
|
2.96K
$135K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.77K+ 3.9% |
$122K - $127K
|
73.8K
$3.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.7K+ 52.16% |
$119K - $123K
|
7.88K
$360K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 48.61% |
$118K - $122K
|
8.17K
$373K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.62K+ 47.16% |
$116K - $120K
|
8.17K
$373K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.57K+ 14.94% |
$113K - $117K
|
19.7K
$901K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.07K+ 10.29% |
$91.7K - $94.9K
|
22.2K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.03K+ 7.03% |
$89.8K - $92.9K
|
30.9K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.86K+ 2.16% |
$82.3K - $85.1K
|
88.1K
$4.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.54K+ 8.88% |
$68K - $70.3K
|
18.8K
$860K
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 7.16% |
$66.7K - $69K
|
22.6K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.5K+ 3.6% |
$66.2K - $68.5K
|
43.1K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.5K+ 172.38% |
$66.2K - $68.5K
|
2.37K
$108K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
913New |
$40.4K - $41.8K
|
913
$41.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
744+ 3.61% |
$32.9K - $34K
|
21.3K
$974K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
672+ 3.97% |
$29.7K - $30.7K
|
17.6K
$803K
|