Latest Institutional Transactions on Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.48KNew |
$195K - $207K
|
4.48K
$204K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.8KClosed |
$685K - $729K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
312New |
$13.6K - $14.4K
|
312
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.66KNew |
$202K - $215K
|
4.66K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$458K - $487K
|
10.5K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20K- 70.1% |
$872K - $927K
|
8.55K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.59KNew |
$243K - $259K
|
5.59K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
320New |
$13.9K - $14.8K
|
320
$14.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
292+ 100.0% |
$12.7K - $13.5K
|
584
$26.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.63KNew |
$201K - $214K
|
4.63K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.45KNew |
$280K - $298K
|
6.45K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
154+ 181.18% |
$6.7K - $7.12K
|
239
$10.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
5.23KNew |
$227K - $242K
|
5.23K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
51+ 1.05% |
$2.22K - $2.36K
|
4.91K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-71.5K- 40.1% |
$3.11M - $3.3M
|
107K
$4.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
7New |
$304 - $324
|
7
$319
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.93KNew |
$258K - $274K
|
5.93K
$270K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10New |
$435 - $462
|
10
$455
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
598+ 10.58% |
$26K - $27.7K
|
6.25K
$285K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
4.4KNew |
$191K - $203K
|
4.4K
$200K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
64New |
$2.78K - $2.96K
|
64
$2.91K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
25New |
$1.09K - $1.16K
|
25
$1.14K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
9.54KNew |
$415K - $441K
|
9.54K
$434K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.29K- 57.74% |
$56.1K - $59.6K
|
944
$43K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
4.03K+ 1975.0% |
$175K - $186K
|
4.23K
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
676New |
$29.4K - $31.3K
|
676
$30.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-22.3K- 62.43% |
$971K - $1.03M
|
13.4K
$612K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
204New |
$8.87K - $9.43K
|
204
$9.29K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-750- 38.66% |
$32.6K - $34.7K
|
1.19K
$54.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-580- 3.74% |
$25.2K - $26.8K
|
14.9K
$679K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-464- 2.53% |
$20.2K - $21.5K
|
17.9K
$815K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.74KNew |
$423K - $450K
|
9.74K
$443K
|
|
| Q3 2022 | |||||||
|
Aug 13, 2025
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
7.15KNew |
$314K - $338K
|
7.15K
$326K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-303Closed |
$13.3K - $14.3K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.57K+ 38.67% |
$288K - $310K
|
23.5K
$1.07M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.9KNew |
$477K - $513K
|
10.9K
$494K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.41% |
$43.9 - $47.2
|
245
$11.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
61New |
$2.68K - $2.88K
|
61
$2.78K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$43.9K - $47.2K
|
1K
$45.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
88.7K+ 281.83% |
$3.9M - $4.19M
|
120K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21.2K+ 29.2% |
$930K - $1M
|
93.7K
$4.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
80.6KNew |
$3.54M - $3.8M
|
80.6K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-82.3K- 21.74% |
$3.61M - $3.89M
|
296K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.33KNew |
$234K - $251K
|
5.33K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
897KNew |
$39.4M - $42.4M
|
897K
$40.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69KNew |
$250K - $269K
|
5.69K
$259K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
107+ 2.04% |
$4.7K - $5.05K
|
5.36K
$244K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-34.9K- 46.22% |
$1.53M - $1.65M
|
40.6K
$1.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50.5K+ 312.79% |
$2.22M - $2.38M
|
66.6K
$3.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
21K+ 49.89% |
$922K - $992K
|
63.1K
$2.87M
|
|