Purchases and Sales Made in Q4 2020 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
640+ 5.16% |
$33K - $33.6K
|
13K
$586K
|
|
|
Jan 28, 2021
Q4 2020
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
609+ 1.81% |
$31.4K - $32K
|
34.3K
$1.54M
|
|
|
Feb 17, 2021
Q4 2020
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
585New |
$30.2K - $30.7K
|
585
$26.3K
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
561+ 0.37% |
$28.9K - $29.5K
|
154K
$6.92M
|
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
510New |
$26.3K - $26.8K
|
510
$22.9K
|
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
491New |
$25.3K - $25.8K
|
491
$22.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
455+ 160.21% |
$23.5K - $23.9K
|
739
$33.2K
|
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
434+ 0.85% |
$22.4K - $22.8K
|
51.2K
$2.3M
|
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
353+ 1.4% |
$18.2K - $18.5K
|
25.5K
$1.15M
|
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
322+ 4.25% |
$16.6K - $16.9K
|
7.9K
$355K
|
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
322New |
$16.6K - $16.9K
|
322
$14.5K
|
|
|
Jan 28, 2021
Q4 2020
|
Sage Financial Group Inc
|
BUY
|
- |
259+ 0.31% |
$13.4K - $13.6K
|
84.8K
$3.81M
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
255+ 12.99% |
$13.2K - $13.4K
|
2.22K
$99.7K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
237New |
$12.2K - $12.4K
|
237
$10.6K
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
235+ 4.13% |
$12.1K - $12.3K
|
5.92K
$266K
|
|
|
Feb 16, 2021
Q4 2020
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
228+ 4.56% |
$11.8K - $12K
|
5.23K
$235K
|
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
215+ 32.43% |
$11.1K - $11.3K
|
878
$39.4K
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
200New |
$10.3K - $10.5K
|
200
$8.99K
|
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
194+ 1.82% |
$10K - $10.2K
|
10.8K
$487K
|
|
|
Jan 26, 2021
Q4 2020
|
Paragon Capital Management LTD
|
BUY
|
- |
190+ 3.11% |
$9.8K - $9.98K
|
6.29K
$283K
|
|
|
Feb 03, 2021
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
165New |
$8.51K - $8.67K
|
165
$7.41K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
165New |
$8.51K - $8.67K
|
165
$7.41K
|
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
BUY
|
- |
158+ 0.78% |
$8.15K - $8.3K
|
20.5K
$922K
|
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
125New |
$6.45K - $6.57K
|
125
$5.62K
|
|
|
Feb 16, 2021
Q4 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
120+ 2.69% |
$6.19K - $6.3K
|
4.57K
$205K
|
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
84+ 2.67% |
$4.33K - $4.41K
|
3.23K
$145K
|
|
|
Jan 08, 2021
Q4 2020
|
Diversified Trust CO
|
BUY
|
- |
69+ 0.74% |
$3.56K - $3.62K
|
9.35K
$420K
|
|
|
Feb 05, 2021
Q4 2020
|
Blue Chip Partners, Inc.
|
BUY
|
- |
69+ 0.75% |
$3.56K - $3.62K
|
9.32K
$419K
|
|
|
Feb 08, 2021
Q4 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 2.55% |
$3.51K - $3.57K
|
2.73K
$123K
|
|
|
Feb 03, 2021
Q4 2020
|
Savant Capital, LLC
|
BUY
|
- |
67+ 0.34% |
$3.46K - $3.52K
|
19.5K
$877K
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
BUY
|
- |
54+ 0.74% |
$2.79K - $2.84K
|
7.37K
$331K
|
|
|
Jan 29, 2021
Q4 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
36+ 0.41% |
$1.86K - $1.89K
|
8.81K
$396K
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
34New |
$1.75K - $1.79K
|
34
$1.53K
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 4.39% |
$1.29K - $1.31K
|
595
$26.7K
|
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21+ 0.12% |
$1.08K - $1.1K
|
17.9K
$803K
|
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
21New |
$1.08K - $1.1K
|
21
$944
|
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19+ 0.26% |
$980 - $998
|
7.39K
$332K
|
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14+ 0.42% |
$722 - $735
|
3.33K
$150K
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
BUY
|
- |
12+ 0.32% |
$619 - $630
|
3.75K
$169K
|
|
|
Feb 16, 2021
Q4 2020
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8New |
$413 - $420
|
8
$359
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 0.13% |
$413 - $420
|
5.97K
$268K
|
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7+ 0.04% |
$361 - $368
|
19.6K
$880K
|
|
|
Feb 09, 2021
Q4 2020
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.05% |
$258 - $263
|
9.35K
$420K
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.83% |
$103 - $105
|
243
$10.9K
|
|
|
Feb 04, 2021
Q4 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2+ 0.01% |
$103 - $105
|
38.9K
$1.75M
|
|
|
Feb 10, 2021
Q4 2020
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1New |
$51.6 - $52.5
|
1
$44.9
|
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.56% |
$51.6 - $52.5
|
180
$8.09K
|
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3- -0.0% |
$155 - $158
|
67.4K
$3.03M
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10- 0.7% |
$516 - $525
|
1.43K
$64K
|
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-12- 4.04% |
$619 - $630
|
285
$12.8K
|