Purchases and Sales Made in Q4 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2022. 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 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.53M+ 176.15% |
$327M - $348M
|
11.8M
$536M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.46M+ 43.29% |
$150M - $160M
|
11.5M
$520M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.76M+ 241.21% |
$76.7M - $81.6M
|
2.5M
$113M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.75M+ 926.13% |
$76.2M - $81M
|
1.94M
$88.1M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.35M+ 1068.98% |
$58.7M - $62.4M
|
1.48M
$67M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.1MNew |
$47.7M - $50.7M
|
1.1M
$49.8M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05M+ 170.85% |
$45.7M - $48.6M
|
1.67M
$75.6M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
873K+ 98.36% |
$38M - $40.4M
|
1.76M
$80M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
807K+ 512.52% |
$35.1M - $37.3M
|
964K
$43.8M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
737KNew |
$32M - $34.1M
|
737K
$33.5M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
722K+ 4766.8% |
$31.4M - $33.4M
|
737K
$33.5M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
583K+ 7.35% |
$25.4M - $27M
|
8.52M
$387M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
403KNew |
$17.5M - $18.6M
|
403K
$18.3M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
399K+ 673.27% |
$17.4M - $18.5M
|
459K
$20.8M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
296K+ 197.31% |
$12.9M - $13.7M
|
446K
$20.3M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
270KNew |
$11.7M - $12.5M
|
270K
$12.2M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
217K+ 134.21% |
$9.43M - $10M
|
378K
$17.2M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
207KNew |
$9M - $9.57M
|
207K
$9.39M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
206K+ 993.21% |
$8.97M - $9.54M
|
227K
$10.3M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
206K+ 993.21% |
$8.97M - $9.54M
|
227K
$10.3M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
193KNew |
$8.4M - $8.93M
|
193K
$8.76M
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
175KNew |
$7.62M - $8.1M
|
175K
$7.95M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
147KNew |
$6.41M - $6.82M
|
147K
$6.69M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
144KNew |
$6.28M - $6.68M
|
144K
$6.55M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
129K+ 337.82% |
$5.63M - $5.99M
|
168K
$7.61M
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
116KNew |
$5.03M - $5.35M
|
116K
$5.26M
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
109K+ 1068.55% |
$4.73M - $5.03M
|
119K
$5.4M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 8.05% |
$4.49M - $4.77M
|
1.39M
$62.9M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
99.5K+ 6252.32% |
$4.33M - $4.6M
|
101K
$4.59M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.4K+ 220.96% |
$4.06M - $4.32M
|
136K
$6.16M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91.6K+ 35.71% |
$3.98M - $4.23M
|
348K
$15.8M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
85.9K+ 235.87% |
$3.74M - $3.97M
|
122K
$5.55M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
77.5KNew |
$3.37M - $3.59M
|
77.5K
$3.52M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
66.1KNew |
$2.88M - $3.06M
|
66.1K
$3M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65.2K+ 50.31% |
$2.84M - $3.02M
|
195K
$8.85M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
62.9K+ 19.99% |
$2.73M - $2.91M
|
378K
$17.1M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
55.3K+ 32.36% |
$2.4M - $2.56M
|
226K
$10.3M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.7K+ 33.69% |
$2.38M - $2.53M
|
217K
$9.86M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
52.2K+ 29.37% |
$2.27M - $2.41M
|
230K
$10.4M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50.4K+ 33.03% |
$2.19M - $2.33M
|
203K
$9.22M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48.2K+ 104.43% |
$2.09M - $2.23M
|
94.3K
$4.28M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
46.7K+ 107.71% |
$2.03M - $2.16M
|
90K
$4.09M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.3K+ 135.6% |
$2.01M - $2.14M
|
80.4K
$3.65M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.2K+ 326.96% |
$1.88M - $2M
|
56.4K
$2.56M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.1K+ 73.3% |
$1.61M - $1.71M
|
87.6K
$3.98M
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
37K+ 18.72% |
$1.61M - $1.71M
|
234K
$10.6M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
36.7K+ 561.8% |
$1.59M - $1.7M
|
43.2K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
36.5K+ 19.63% |
$1.59M - $1.69M
|
223K
$10.1M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
34.1K+ 36.87% |
$1.48M - $1.57M
|
126K
$5.74M
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
32.6K+ 219.54% |
$1.42M - $1.51M
|
47.5K
$2.16M
|