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 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
29.3KNew |
$1.27M - $1.35M
|
29.3K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
27.8K+ 30.56% |
$1.21M - $1.28M
|
119K
$5.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
26K+ 4.42% |
$1.13M - $1.2M
|
614K
$27.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
25.6KNew |
$1.11M - $1.18M
|
25.6K
$1.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
25.5K+ 363.52% |
$1.11M - $1.18M
|
32.5K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23.6K+ 49.21% |
$1.03M - $1.09M
|
71.7K
$3.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22.4K+ 42.94% |
$975K - $1.04M
|
74.7K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
21.3KNew |
$928K - $987K
|
21.3K
$971K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
20.4KNew |
$886K - $942K
|
20.4K
$927K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
19.6KNew |
$853K - $907K
|
19.6K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.4K+ 21.73% |
$756K - $804K
|
97.5K
$4.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.2K+ 73.69% |
$746K - $793K
|
40.4K
$1.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
14.7KNew |
$638K - $679K
|
14.7K
$668K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 115.39% |
$625K - $665K
|
26.8K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
13.8KNew |
$598K - $636K
|
13.8K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 169.25% |
$586K - $623K
|
21.4K
$976K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
12.6KNew |
$546K - $580K
|
12.6K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$458K - $487K
|
10.5K
$479K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
9.79KNew |
$426K - $453K
|
9.79K
$446K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
9.75K+ 6.83% |
$424K - $451K
|
153K
$6.94M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.74KNew |
$423K - $450K
|
9.74K
$443K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.61KNew |
$418K - $444K
|
9.61K
$437K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
9.54KNew |
$415K - $441K
|
9.54K
$434K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
9.04K+ 60.58% |
$393K - $418K
|
24K
$1.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.93KNew |
$388K - $413K
|
8.93K
$407K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.93K+ 20.54% |
$388K - $413K
|
52.4K
$2.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.44K+ 18.85% |
$367K - $390K
|
53.2K
$2.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
8.43KNew |
$366K - $390K
|
8.43K
$384K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.13KNew |
$353K - $376K
|
8.13K
$370K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.13KNew |
$353K - $376K
|
8.13K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.99KNew |
$348K - $370K
|
7.99K
$364K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.91KNew |
$344K - $366K
|
7.91K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
7.64KNew |
$332K - $353K
|
7.64K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.77KNew |
$294K - $313K
|
6.77K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.54KNew |
$284K - $302K
|
6.54K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.45KNew |
$280K - $298K
|
6.45K
$294K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.43K+ 10.69% |
$279K - $297K
|
66.6K
$3.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.93KNew |
$258K - $274K
|
5.93K
$270K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
5.79KNew |
$252K - $268K
|
5.79K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.59KNew |
$243K - $259K
|
5.59K
$255K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.47K+ 186.74% |
$238K - $253K
|
8.39K
$382K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.36K+ 1.91% |
$233K - $248K
|
287K
$13M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
5.27KNew |
$229K - $244K
|
5.27K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
5.23KNew |
$227K - $242K
|
5.23K
$238K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
5.16K+ 45.04% |
$224K - $238K
|
16.6K
$756K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.14K+ 41.07% |
$224K - $238K
|
17.7K
$804K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.95K+ 15.03% |
$215K - $229K
|
37.9K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.71KNew |
$205K - $218K
|
4.71K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.66KNew |
$202K - $215K
|
4.66K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.63KNew |
$201K - $214K
|
4.63K
$211K
|