Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2023. 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 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-36K- 63.18% |
$1.55M - $1.69M
|
21K
$950K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-36.7K- 24.54% |
$1.58M - $1.73M
|
113K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39K- 46.95% |
$1.68M - $1.84M
|
44K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-39K- 68.6% |
$1.68M - $1.84M
|
17.9K
$810K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-41.6K- 67.55% |
$1.79M - $1.96M
|
20K
$906K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-41.9K- 24.27% |
$1.8M - $1.97M
|
131K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.4K- 3.68% |
$1.91M - $2.09M
|
1.16M
$52.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-50.5K- 64.96% |
$2.17M - $2.38M
|
27.2K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52.6K- 14.15% |
$2.26M - $2.48M
|
319K
$14.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-53.8K- 1.29% |
$2.32M - $2.53M
|
4.11M
$186M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-70.7K- 78.56% |
$3.04M - $3.33M
|
19.3K
$875K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-71.6K- 2.22% |
$3.08M - $3.37M
|
3.15M
$143M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73.4K- 13.8% |
$3.16M - $3.46M
|
459K
$20.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-87.9K- 69.91% |
$3.79M - $4.14M
|
37.9K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-98.5K- 79.89% |
$4.24M - $4.64M
|
24.8K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-108K- 96.18% |
$4.63M - $5.07M
|
4.28K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-152K- 18.38% |
$6.52M - $7.14M
|
673K
$30.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-281K- 37.97% |
$12.1M - $13.2M
|
459K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-451K- 85.03% |
$19.4M - $21.3M
|
79.4K
$3.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-454K- 98.38% |
$19.5M - $21.4M
|
7.46K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-556K- 58.04% |
$23.9M - $26.2M
|
402K
$18.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-565K- 79.48% |
$24.3M - $26.6M
|
146K
$6.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.27M- 99.66% |
$270M - $295M
|
21.3K
$966K
|