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
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.9K- 9.71% |
$97.4K - $98.5K
|
17.7K
$804K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-2.1K- 37.79% |
$108K - $109K
|
3.46K
$157K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.15KClosed |
$110K - $111K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.15K- 3.63% |
$110K - $111K
|
57.1K
$2.6M
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.28KClosed |
$117K - $118K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.74K- 11.41% |
$141K - $142K
|
21.3K
$967K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.86K- 35.17% |
$146K - $148K
|
5.27K
$240K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.9KClosed |
$149K - $150K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.93K- 3.1% |
$150K - $152K
|
91.6K
$4.16M
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.01K- 10.85% |
$154K - $156K
|
24.8K
$1.13M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.35K- 9.45% |
$172K - $174K
|
32.1K
$1.46M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-3.87KClosed |
$198K - $201K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-3.89K- 8.31% |
$199K - $202K
|
43K
$1.95M
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4K- 50.63% |
$205K - $207K
|
3.9K
$177K
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.27KClosed |
$219K - $221K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.38KClosed |
$224K - $227K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4.42K- 36.3% |
$227K - $229K
|
7.76K
$353K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.47KClosed |
$229K - $232K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.57K- 23.14% |
$234K - $236K
|
15.2K
$689K
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4.67KClosed |
$239K - $242K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.81KClosed |
$246K - $249K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.89K- 28.79% |
$251K - $253K
|
12.1K
$550K
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-4.96KClosed |
$254K - $257K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.12KClosed |
$262K - $265K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.29KClosed |
$271K - $274K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.56KClosed |
$285K - $288K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.04K- 12.05% |
$310K - $313K
|
44.1K
$2M
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.28K- 33.12% |
$322K - $325K
|
12.7K
$576K
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-6.84K- 8.33% |
$351K - $354K
|
75.3K
$3.42M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.86K- 12.45% |
$351K - $355K
|
48.2K
$2.19M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.5K- 47.42% |
$384K - $388K
|
8.31K
$378K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-7.9KClosed |
$405K - $409K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.66K- 3.82% |
$444K - $448K
|
218K
$9.92M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.82K- 2.58% |
$452K - $457K
|
333K
$15.1M
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.47K- 0.26% |
$485K - $490K
|
3.65M
$166M
|
|
Jan 24, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
SELL
|
- |
-9.99K- 19.28% |
$512K - $517K
|
41.8K
$1.9M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.6KClosed |
$595K - $601K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12.9K- 6.03% |
$663K - $670K
|
202K
$9.16M
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-13K- 46.32% |
$668K - $675K
|
15.1K
$687K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-14.4K- 46.28% |
$740K - $748K
|
16.8K
$762K
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.7KClosed |
$755K - $763K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-15KClosed |
$769K - $777K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 31.74% |
$779K - $787K
|
32.7K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 9.67% |
$783K - $792K
|
143K
$6.49M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-18.4K- 26.52% |
$942K - $952K
|
50.9K
$2.32M
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-20.2K- 11.07% |
$1.03M - $1.04M
|
162K
$7.36M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-20.2K- 10.73% |
$1.03M - $1.04M
|
168K
$7.62M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.2K- 7.63% |
$1.09M - $1.1M
|
257K
$11.7M
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-35.2K- 6.39% |
$1.8M - $1.82M
|
515K
$23.4M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-47.8K- 64.47% |
$2.45M - $2.47M
|
26.3K
$1.2M
|