Purchases and Sales Made in Q4 2021 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2021. 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 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.65K+ 34.25% |
$187K - $189K
|
14.3K
$651K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.36K+ 10.16% |
$172K - $174K
|
36.4K
$1.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.8K+ 29.6% |
$144K - $145K
|
12.3K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
2.64KNew |
$135K - $137K
|
2.64K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.58K+ 3.53% |
$132K - $134K
|
75.7K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.43K+ 16.38% |
$124K - $126K
|
17.2K
$783K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.26KNew |
$116K - $117K
|
2.26K
$103K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
2.08KNew |
$106K - $108K
|
2.08K
$94.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.93K+ 17.5% |
$99K - $100K
|
13K
$590K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
1.88K+ 12.38% |
$96.4K - $97.4K
|
17.1K
$776K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
1.77K+ 12.76% |
$90.7K - $91.6K
|
15.6K
$711K
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.75K+ 8.98% |
$89.7K - $90.7K
|
21.2K
$966K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.73K+ 14.04% |
$88.6K - $89.6K
|
14K
$639K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.72K+ 18.79% |
$87.9K - $88.9K
|
10.9K
$493K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
1.68K+ 3.01% |
$85.8K - $86.8K
|
57.3K
$2.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
1.57K+ 10.28% |
$80.6K - $81.4K
|
16.9K
$767K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.57K+ 15.61% |
$80.4K - $81.3K
|
11.6K
$528K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.55K+ 3.01% |
$79.4K - $80.2K
|
52.9K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.54K+ 5.03% |
$78.7K - $79.6K
|
32.1K
$1.46M
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.49K+ 6.62% |
$76.2K - $77K
|
23.9K
$1.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.21KNew |
$62.2K - $62.8K
|
1.21K
$55.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.17KNew |
$59.8K - $60.4K
|
1.17K
$53K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
1.14KNew |
$58.6K - $59.3K
|
1.14K
$52K
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 11.32% |
$57.7K - $58.3K
|
11.1K
$503K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.09K+ 12.16% |
$56K - $56.6K
|
10.1K
$458K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.09K+ 25.62% |
$55.8K - $56.4K
|
5.34K
$243K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
972+ 3.9% |
$49.8K - $50.3K
|
25.9K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
970New |
$49.7K - $50.2K
|
970
$44.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
881+ 7.51% |
$45.2K - $45.6K
|
12.6K
$573K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
803+ 0.9% |
$41.2K - $41.6K
|
90.4K
$4.11M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
717+ 1.66% |
$36.7K - $37.1K
|
44K
$2M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
692+ 257.25% |
$35.5K - $35.8K
|
961
$43.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
651+ 1.13% |
$33.4K - $33.7K
|
58.1K
$2.64M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
623+ 15.0% |
$31.9K - $32.3K
|
4.78K
$217K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
611+ 9.87% |
$31.3K - $31.6K
|
6.8K
$309K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
542+ 4.46% |
$27.8K - $28.1K
|
12.7K
$577K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
500+ 476.19% |
$25.6K - $25.9K
|
605
$27.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
466+ 2.22% |
$23.9K - $24.1K
|
21.5K
$976K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
454+ 0.29% |
$23.3K - $23.5K
|
156K
$7.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
430+ 8.7% |
$22K - $22.3K
|
5.37K
$244K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
375+ 1.99% |
$19.2K - $19.4K
|
19.3K
$875K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
333+ 564.41% |
$17.1K - $17.2K
|
392
$17.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
293+ 0.7% |
$15K - $15.2K
|
42.1K
$1.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
262+ 5.93% |
$13.4K - $13.6K
|
4.68K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
241+ 0.13% |
$12.4K - $12.5K
|
183K
$8.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
239+ 5.97% |
$12.2K - $12.4K
|
4.24K
$193K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
217+ 1.14% |
$11.1K - $11.2K
|
19.3K
$877K
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
214+ 4.46% |
$11K - $11.1K
|
5.01K
$228K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
207New |
$10.6K - $10.7K
|
207
$9.41K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
206New |
$10.6K - $10.7K
|
206
$9.36K
|