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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5.92K- 17.28% |
$258K - $269K
|
28.3K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10.9K+ 204.69% |
$476K - $495K
|
16.2K
$739K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-11.7K- 2.75% |
$509K - $530K
|
412K
$18.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-2.11K- 14.23% |
$92.1K - $95.9K
|
12.7K
$579K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-761- 2.09% |
$33.2K - $34.5K
|
35.6K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
829+ 17.17% |
$36.2K - $37.6K
|
5.66K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-237K- 73.24% |
$10.4M - $10.8M
|
86.7K
$3.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-25.5K- 24.77% |
$1.11M - $1.16M
|
77.5K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.33KNew |
$232K - $242K
|
5.33K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 57.86% |
$577K - $600K
|
9.62K
$438K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.2K- 30.7% |
$576K - $599K
|
29.8K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-891- 17.12% |
$38.9K - $40.5K
|
4.31K
$196K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.3K- 33.85% |
$491K - $511K
|
22K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-205- 2.6% |
$8.94K - $9.31K
|
7.67K
$349K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5KNew |
$65.3K - $68K
|
1.5K
$68.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-64.9K- 20.51% |
$2.83M - $2.95M
|
251K
$11.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.9K+ 22.98% |
$82.9K - $86.2K
|
10.2K
$463K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
166+ 1.86% |
$7.24K - $7.54K
|
9.08K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-696- 1.97% |
$30.4K - $31.6K
|
34.6K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.04% |
$175 - $182
|
11.4K
$517K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.4KNew |
$628K - $653K
|
14.4K
$655K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-18.2K- 18.72% |
$794K - $826K
|
79K
$3.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-804- 2.71% |
$35.1K - $36.5K
|
28.9K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-2.59K- 12.62% |
$113K - $117K
|
17.9K
$815K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-4.99K- 26.29% |
$218K - $227K
|
14K
$637K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.64K- 37.11% |
$159K - $165K
|
6.18K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.99K+ 9.49% |
$261K - $272K
|
69.1K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-526- 6.03% |
$22.9K - $23.9K
|
8.2K
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13.9K+ 9.96% |
$608K - $633K
|
154K
$7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
215K+ 51.66% |
$9.38M - $9.76M
|
631K
$28.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.89K- 10.61% |
$82.2K - $85.6K
|
15.9K
$723K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-6.99K- 12.4% |
$305K - $317K
|
49.4K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
514+ 0.54% |
$22.4K - $23.3K
|
95.6K
$4.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.5KNew |
$590K - $614K
|
13.5K
$616K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-105K- 89.98% |
$4.58M - $4.76M
|
11.7K
$532K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$654 - $681
|
15
$683
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.05KNew |
$220K - $229K
|
5.05K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.73K+ 2.92% |
$75.3K - $78.3K
|
60.7K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-624- 6.6% |
$27.2K - $28.3K
|
8.84K
$402K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
18.7K+ 393.29% |
$815K - $848K
|
23.4K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-237- 1.95% |
$10.3K - $10.8K
|
11.9K
$543K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
267New |
$11.6K - $12.1K
|
267
$12.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
174K+ 134.05% |
$7.58M - $7.88M
|
303K
$13.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
8.64K+ 12.61% |
$377K - $392K
|
77.1K
$3.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-21.8K- 23.08% |
$951K - $990K
|
72.7K
$3.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-53.4K- 12.58% |
$2.33M - $2.42M
|
371K
$16.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.4KNew |
$236K - $245K
|
5.4K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$43.6 - $45.4
|
2.31K
$105K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-18.7K- 34.51% |
$818K - $851K
|
35.6K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 47.47% |
$717K - $746K
|
18.2K
$827K
|