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 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.83K- 5.53% |
$123K - $128K
|
48.3K
$2.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
11New |
$480 - $499
|
11
$501
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.94K+ 17.27% |
$390K - $406K
|
60.7K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.95K- 1.71% |
$216K - $225K
|
285K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.6K- 29.1% |
$419K - $436K
|
23.4K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.16K- 11.13% |
$94.4K - $98.2K
|
17.3K
$786K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.2K- 50.75% |
$532K - $553K
|
11.8K
$539K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-312- 6.73% |
$13.6K - $14.2K
|
4.33K
$197K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.14K+ 11.87% |
$93.2K - $97K
|
20.1K
$917K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.22K- 26.3% |
$140K - $146K
|
9.01K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.38K- 9.91% |
$104K - $108K
|
21.6K
$984K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-152- 2.71% |
$6.63K - $6.9K
|
5.46K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
667+ 0.95% |
$29.1K - $30.3K
|
71K
$3.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
21K+ 104.12% |
$917K - $954K
|
41.2K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-31.3K- 6.99% |
$1.36M - $1.42M
|
416K
$18.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10K- 19.41% |
$437K - $455K
|
41.6K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.83K- 5.09% |
$385K - $401K
|
165K
$7.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
112+ 6.05% |
$4.89K - $5.08K
|
1.96K
$89.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-360- 1.97% |
$15.7K - $16.3K
|
17.9K
$816K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
39.8K+ 25.26% |
$1.74M - $1.81M
|
198K
$8.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
205K+ 13.93% |
$8.92M - $9.29M
|
1.67M
$76.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
244New |
$10.6K - $11.1K
|
244
$11.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
600+ 0.79% |
$26.2K - $27.2K
|
76.2K
$3.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.35K+ 1.47% |
$58.8K - $61.2K
|
93K
$4.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-100- 1.39% |
$4.36K - $4.54K
|
7.09K
$323K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.9K- 32.51% |
$127K - $132K
|
6.02K
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
5.21KNew |
$227K - $237K
|
5.21K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-42K- 49.21% |
$1.83M - $1.91M
|
43.3K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
287+ 5.75% |
$12.5K - $13K
|
5.28K
$240K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
32+ 0.47% |
$1.4K - $1.45K
|
6.86K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
35.2K+ 146.24% |
$1.54M - $1.6M
|
59.3K
$2.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-26.8K- 9.78% |
$1.17M - $1.22M
|
247K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.63KNew |
$202K - $210K
|
4.63K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
98.2K+ 3573.75% |
$4.28M - $4.46M
|
101K
$4.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-17.4K- 2.54% |
$759K - $790K
|
668K
$30.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
291K+ 80.67% |
$12.7M - $13.2M
|
653K
$29.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-28.2K- 82.23% |
$1.23M - $1.28M
|
6.09K
$277K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.7KNew |
$292K - $304K
|
6.7K
$305K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.19K+ 16.97% |
$95.7K - $99.6K
|
15.1K
$688K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
73+ 7300.0% |
$3.18K - $3.31K
|
74
$3.37K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.57K- 12.65% |
$112K - $117K
|
17.8K
$809K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-96.8K- 5.03% |
$4.22M - $4.39M
|
1.83M
$83.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.51K+ 3.42% |
$240K - $250K
|
167K
$7.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-202- 1.75% |
$8.81K - $9.17K
|
11.4K
$518K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1K+ 2.82% |
$43.6K - $45.4K
|
36.4K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.79K+ 10.7% |
$427K - $445K
|
101K
$4.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.02K- 1.66% |
$306K - $319K
|
416K
$18.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 55.98% |
$48.2K - $50.2K
|
869
$39.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-557- 10.67% |
$24.3K - $25.3K
|
4.66K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-625- 4.84% |
$27.3K - $28.4K
|
12.3K
$560K
|