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 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
10.1K+ 74.46% |
$440K - $458K
|
23.6K
$1.08M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.5KNew |
$196K - $204K
|
4.5K
$205K
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
141KNew |
$6.14M - $6.39M
|
141K
$6.41M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.7K- 31.59% |
$118K - $123K
|
5.85K
$266K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10.8K- 38.63% |
$472K - $491K
|
17.2K
$782K
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
7+ 0.05% |
$305 - $318
|
13.5K
$616K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-245- 7.03% |
$10.7K - $11.1K
|
3.24K
$147K
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-52- 0.73% |
$2.27K - $2.36K
|
7.06K
$321K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-13.5K- 9.46% |
$588K - $612K
|
129K
$5.87M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-42.1K- 24.99% |
$1.84M - $1.91M
|
126K
$5.76M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
813+ 6.41% |
$35.5K - $36.9K
|
13.5K
$615K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-48.1K- 24.07% |
$2.1M - $2.19M
|
152K
$6.91M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 15.97% |
$820K - $853K
|
136K
$6.21M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
809New |
$35.3K - $36.7K
|
809
$36.8K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.41K+ 24.78% |
$149K - $155K
|
17.2K
$781K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-11K- 2.24% |
$480K - $500K
|
480K
$21.9M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.75K- 40.29% |
$164K - $170K
|
5.55K
$253K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-163- 3.2% |
$7.11K - $7.4K
|
4.93K
$224K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6+ 0.77% |
$262 - $272
|
784
$35.7K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-29.7K- 49.3% |
$1.29M - $1.35M
|
30.5K
$1.39M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
211+ 3.99% |
$9.21K - $9.58K
|
5.5K
$250K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22- 0.45% |
$960 - $999
|
4.89K
$223K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.9K- 14.95% |
$825K - $858K
|
107K
$4.89M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.33KNew |
$276K - $287K
|
6.33K
$288K
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.66K+ 0.96% |
$72.6K - $75.5K
|
176K
$8M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
8.44K+ 95.27% |
$368K - $383K
|
17.3K
$787K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.02K+ 6.38% |
$44.5K - $46.4K
|
17K
$775K
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
232+ 1.14% |
$10.1K - $10.5K
|
20.6K
$937K
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
535+ 2.61% |
$23.3K - $24.3K
|
21.1K
$959K
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-736- 6.09% |
$32.1K - $33.4K
|
11.3K
$516K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.84K- 22.49% |
$167K - $174K
|
13.2K
$602K
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-841- 4.74% |
$36.7K - $38.2K
|
16.9K
$770K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
103+ 0.23% |
$4.49K - $4.68K
|
44.3K
$2.02M
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.88KNew |
$257K - $267K
|
5.88K
$268K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.04K+ 10.15% |
$89K - $92.6K
|
22.1K
$1.01M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.31K- 2.61% |
$101K - $105K
|
86.2K
$3.92M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
376New |
$16.4K - $17.1K
|
376
$17.1K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
25.9K+ 42.61% |
$1.13M - $1.17M
|
86.6K
$3.94M
|
|
Q1 2025 | |||||||
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.24KNew |
$55.7K - $57.5K
|
1.24K
$56.6K
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-33.8K- 31.58% |
$1.51M - $1.56M
|
73.2K
$3.33M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-331- 4.6% |
$14.8K - $15.3K
|
6.86K
$312K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.58KNew |
$70.6K - $72.8K
|
1.58K
$71.7K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.45K- 50.0% |
$289K - $298K
|
6.45K
$294K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
32.4KNew |
$1.45M - $1.5M
|
32.4K
$1.48M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
32.4KNew |
$1.45M - $1.5M
|
32.4K
$1.48M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-19- 0.42% |
$851 - $878
|
4.55K
$207K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25New |
$1.12K - $1.16K
|
25
$1.14K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
981New |
$44K - $45.3K
|
981
$44.7K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
205New |
$9.19K - $9.48K
|
205
$9.33K
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.49K+ 83.97% |
$335K - $346K
|
16.4K
$746K
|