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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
201+ 1.1% |
$10.3K - $10.4K
|
18.4K
$838K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201+ 2.18% |
$10.3K - $10.4K
|
9.41K
$428K
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
200+ 2.55% |
$10.3K - $10.4K
|
8.04K
$365K
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
185+ 3.0% |
$9.48K - $9.58K
|
6.34K
$288K
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
154New |
$7.89K - $7.98K
|
154
$7K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
135+ 0.94% |
$6.92K - $6.99K
|
14.5K
$659K
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
119+ 1.31% |
$6.1K - $6.16K
|
9.22K
$419K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
114+ 0.4% |
$5.84K - $5.91K
|
28.7K
$1.31M
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
57New |
$2.92K - $2.95K
|
57
$2.59K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
56+ 0.54% |
$2.87K - $2.9K
|
10.5K
$476K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$2.82K - $2.85K
|
55
$2.5K
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
51+ 0.54% |
$2.61K - $2.64K
|
9.48K
$431K
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
49+ 136.11% |
$2.51K - $2.54K
|
85
$3.86K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47+ 6.9% |
$2.41K - $2.43K
|
728
$33.1K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
37New |
$1.9K - $1.92K
|
37
$1.68K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
37New |
$1.9K - $1.92K
|
37
$1.68K
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
30+ 0.32% |
$1.54K - $1.55K
|
9.29K
$422K
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
30+ 0.57% |
$1.54K - $1.55K
|
5.26K
$239K
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
27+ 0.11% |
$1.38K - $1.4K
|
24.5K
$1.11M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
24+ 0.0% |
$1.23K - $1.24K
|
589K
$26.8M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23New |
$1.18K - $1.19K
|
23
$1.05K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22+ 0.5% |
$1.13K - $1.14K
|
4.38K
$199K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
18+ 0.44% |
$923 - $932
|
4.09K
$186K
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
15+ 0.29% |
$769 - $777
|
5.12K
$233K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.55% |
$666 - $673
|
2.36K
$107K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
9+ 0.24% |
$461 - $466
|
3.78K
$172K
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
7+ 0.07% |
$359 - $363
|
9.36K
$426K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6+ 0.15% |
$308 - $311
|
3.93K
$179K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.09% |
$308 - $311
|
6.46K
$294K
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
5+ 0.76% |
$256 - $259
|
662
$30.1K
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
3+ 0.51% |
$154 - $155
|
595
$27K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2+ 0.83% |
$103 - $104
|
242
$11K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
1+ 0.1% |
$51.3 - $51.8
|
1K
$45.6K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.28% |
$51.3 - $51.8
|
364
$16.5K
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2Closed |
$103 - $104
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2Closed |
$103 - $104
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6Closed |
$308 - $311
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10- 0.09% |
$513 - $518
|
11.2K
$508K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-11- 4.3% |
$564 - $570
|
245
$11.1K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18- 0.38% |
$923 - $932
|
4.7K
$214K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 1.47% |
$2K - $2.02K
|
2.62K
$119K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-40- 0.94% |
$2.05K - $2.07K
|
4.2K
$191K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-48Closed |
$2.46K - $2.49K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-50- 0.87% |
$2.56K - $2.59K
|
5.7K
$259K
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-53- 0.6% |
$2.72K - $2.75K
|
8.78K
$399K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-53- 1.51% |
$2.72K - $2.75K
|
3.45K
$157K
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-59- 0.87% |
$3.02K - $3.06K
|
6.7K
$304K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-61Closed |
$3.13K - $3.16K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61- 46.56% |
$3.13K - $3.16K
|
70
$3.18K
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-63- 2.25% |
$3.23K - $3.26K
|
2.74K
$125K
|