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 12, 2021
Q4 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-13- 0.31% |
$671 - $683
|
4.16K
$185K
|
|
|
Jan 08, 2021
Q4 2020
|
Old Port Advisors
|
SELL
|
- |
-25- 0.44% |
$1.29K - $1.31K
|
5.64K
$251K
|
|
|
Feb 11, 2021
Q4 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-27Closed |
$1.39K - $1.42K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-30Closed |
$1.55K - $1.58K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Planned Solutions, Inc.
|
SELL
|
- |
-32- 49.23% |
$1.65K - $1.68K
|
33
$1.47K
|
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-40- 0.35% |
$2.06K - $2.1K
|
11.4K
$508K
|
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
SELL
|
- |
-50- 1.73% |
$2.58K - $2.63K
|
2.83K
$126K
|
|
|
Feb 12, 2021
Q4 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-84- 0.24% |
$4.33K - $4.41K
|
35.3K
$1.57M
|
|
|
Mar 10, 2021
Q4 2020
|
Peterson Wealth Management
|
SELL
|
- |
-86- 0.76% |
$4.44K - $4.52K
|
11.3K
$500K
|
|
|
Feb 08, 2021
Q4 2020
|
First National Corp
|
SELL
|
- |
-94- 0.38% |
$4.85K - $4.94K
|
24.4K
$1.09M
|
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-114- 1.48% |
$5.88K - $5.99K
|
7.61K
$338K
|
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-119- 0.74% |
$6.14K - $6.25K
|
16K
$713K
|
|
|
Feb 11, 2021
Q4 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-193- 0.23% |
$9.96K - $10.1K
|
83.7K
$3.72M
|
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-201Closed |
$10.4K - $10.6K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-205- 20.54% |
$10.6K - $10.8K
|
793
$35.2K
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-330Closed |
$17K - $17.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-358- 11.9% |
$18.5K - $18.8K
|
2.65K
$118K
|
|
|
Jan 21, 2021
Q4 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-427- 9.46% |
$22K - $22.4K
|
4.09K
$182K
|
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-438- 6.41% |
$22.6K - $23K
|
6.4K
$284K
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-451- 29.75% |
$23.3K - $23.7K
|
1.07K
$47.3K
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-471- 8.36% |
$24.3K - $24.7K
|
5.17K
$230K
|
|
|
Jan 20, 2021
Q4 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-533- 9.5% |
$27.5K - $28K
|
5.08K
$226K
|
|
|
Feb 09, 2021
Q4 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-536- 34.9% |
$27.7K - $28.2K
|
1K
$44.4K
|
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-542- 5.26% |
$28K - $28.5K
|
9.77K
$434K
|
|
|
Jan 28, 2021
Q4 2020
|
New Potomac Partners, LLC
|
SELL
|
- |
-600- 1.37% |
$31K - $31.5K
|
43.3K
$1.92M
|
|
|
Jan 25, 2021
Q4 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-746- 1.5% |
$38.5K - $39.2K
|
48.9K
$2.17M
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-786- 7.36% |
$40.5K - $41.3K
|
9.89K
$440K
|
|
|
Feb 11, 2021
Q4 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-865- 14.15% |
$44.6K - $45.4K
|
5.25K
$233K
|
|
|
Jan 19, 2021
Q4 2020
|
One Advisory Partners, LLC
|
SELL
|
- |
-882- 6.77% |
$45.5K - $46.3K
|
12.1K
$540K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-884Closed |
$45.6K - $46.4K
|
0
$0
|
|
|
Jan 08, 2021
Q4 2020
|
Gradient Investments LLC
|
SELL
|
- |
-916- 3.53% |
$47.3K - $48.1K
|
25K
$1.11M
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-1.13K- 7.78% |
$58.4K - $59.5K
|
13.4K
$596K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.19K- 10.25% |
$61.3K - $62.4K
|
10.4K
$462K
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-1.38K- 64.22% |
$71.2K - $72.5K
|
769
$34.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.6K- 0.88% |
$82.8K - $84.3K
|
182K
$8.07M
|
|
|
Feb 05, 2021
Q4 2020
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.12K- 6.11% |
$109K - $111K
|
32.6K
$1.45M
|
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.15KClosed |
$111K - $113K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.26K- 6.56% |
$116K - $119K
|
32.1K
$1.43M
|
|
|
Jan 29, 2021
Q4 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.34K- 0.06% |
$120K - $123K
|
4.14M
$184M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.56K- 1.66% |
$132K - $134K
|
152K
$6.74M
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.67K- 3.95% |
$138K - $140K
|
64.9K
$2.89M
|
|
|
Jan 19, 2021
Q4 2020
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.81K- 0.57% |
$145K - $147K
|
492K
$21.9M
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.87K- 32.97% |
$148K - $151K
|
5.84K
$259K
|
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.61K- 4.07% |
$186K - $190K
|
85.1K
$3.78M
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.9K- 7.11% |
$201K - $205K
|
50.9K
$2.26M
|
|
|
Feb 16, 2021
Q4 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.12KClosed |
$213K - $216K
|
0
$0
|
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.19KClosed |
$216K - $220K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.22K- 4.06% |
$218K - $221K
|
99.5K
$4.42M
|
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.22KClosed |
$218K - $222K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.48K- 7.93% |
$231K - $235K
|
52K
$2.31M
|