Purchases and Sales Made in Q4 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2024. 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 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 9.11% |
$82.5K - $85.2K
|
18.1K
$833K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 5.01% |
$84K - $86.7K
|
35K
$1.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.87K- 8.49% |
$85K - $87.8K
|
20.2K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.91K- 30.67% |
$86.4K - $89.3K
|
4.31K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.21K- 10.61% |
$100K - $103K
|
18.6K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.29K- 10.91% |
$104K - $107K
|
18.7K
$859K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.39K- 6.71% |
$108K - $112K
|
33.1K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.61K- 12.7% |
$119K - $122K
|
18K
$826K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.69K- 0.82% |
$122K - $126K
|
324K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.75K- 14.36% |
$125K - $129K
|
16.4K
$752K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.91K- 28.21% |
$132K - $136K
|
7.4K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-2.94K- 15.57% |
$134K - $138K
|
16K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.19K- 1.75% |
$145K - $150K
|
179K
$8.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.27K- 13.48% |
$148K - $153K
|
21K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.83K- 26.2% |
$219K - $226K
|
13.6K
$625K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.87K- 12.29% |
$221K - $228K
|
34.7K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.92K- 24.37% |
$223K - $231K
|
15.3K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.21K- 13.43% |
$236K - $244K
|
33.6K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.25K- 40.31% |
$238K - $246K
|
7.77K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-5.29K- 5.94% |
$240K - $248K
|
83.8K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.85K- 38.55% |
$266K - $274K
|
9.33K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6.39K- 34.27% |
$290K - $300K
|
12.3K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.28K- 58.43% |
$330K - $341K
|
5.18K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-7.56K- 5.18% |
$343K - $354K
|
138K
$6.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.6K- 4.24% |
$345K - $356K
|
172K
$7.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.92K- 1.49% |
$360K - $371K
|
524K
$24.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-8.4K- 5.88% |
$381K - $394K
|
134K
$6.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-8.49K- 48.92% |
$385K - $398K
|
8.86K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.95K- 41.61% |
$406K - $419K
|
12.6K
$577K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-9.1K- 1.79% |
$413K - $427K
|
499K
$22.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9.18K- 40.22% |
$417K - $430K
|
13.6K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.66K- 3.23% |
$438K - $453K
|
289K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-10.3K- 49.32% |
$469K - $485K
|
10.6K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.5KClosed |
$479K - $494K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-11.3K- 54.76% |
$514K - $531K
|
9.36K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-11.9K- 6.17% |
$541K - $559K
|
181K
$8.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.3K- 4.0% |
$558K - $576K
|
295K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-12.8K- 63.95% |
$581K - $600K
|
7.22K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.1K- 4.26% |
$594K - $613K
|
294K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-14.9K- 6.02% |
$676K - $698K
|
232K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.1K- 38.98% |
$684K - $707K
|
23.6K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 15.95% |
$737K - $762K
|
85.6K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18K- 4.12% |
$817K - $844K
|
418K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20K- 19.31% |
$906K - $936K
|
83.5K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-21.3K- 35.43% |
$965K - $997K
|
38.8K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-21.5K- 19.1% |
$974K - $1.01M
|
90.9K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-23K- 52.1% |
$1.04M - $1.08M
|
21.1K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-27.7K- 17.61% |
$1.26M - $1.3M
|
129K
$5.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-27.9K- 3.55% |
$1.26M - $1.31M
|
757K
$34.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-33.2K- 26.09% |
$1.51M - $1.56M
|
94.1K
$4.32M
|