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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-39.2K- 54.1% |
$1.76M - $1.81M
|
33.3K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.89K+ 7.68% |
$84.6K - $87.3K
|
26.5K
$1.2M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5KNew |
$1.37M - $1.41M
|
30.5K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5.7K- 46.49% |
$255K - $263K
|
6.56K
$299K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-698- 3.47% |
$31.3K - $32.3K
|
19.4K
$884K
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-942- 17.39% |
$42.2K - $43.5K
|
4.48K
$204K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$297K - $307K
|
6.64K
$302K
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
83.6KNew |
$3.75M - $3.86M
|
83.6K
$3.81M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.2K+ 211.46% |
$861K - $888K
|
28.3K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34+ 0.51% |
$1.52K - $1.57K
|
6.71K
$305K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.56% |
$224 - $231
|
898
$40.9K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.49K+ 85.69% |
$246K - $254K
|
11.9K
$541K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.4K- 22.25% |
$152K - $157K
|
11.9K
$541K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.79M+ 1104.72% |
$259M - $268M
|
6.32M
$287M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
443New |
$19.9K - $20.5K
|
443
$20.2K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.12K- 90.38% |
$94.8K - $97.8K
|
225
$10.2K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-714- 13.34% |
$32K - $33K
|
4.64K
$211K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.14KNew |
$50.9K - $52.6K
|
1.14K
$51.8K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$134 - $139
|
3
$137
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
666New |
$29.8K - $30.8K
|
666
$30.3K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-825- 73.07% |
$37K - $38.1K
|
304
$13.8K
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
282+ 0.81% |
$12.6K - $13K
|
35K
$1.59M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.7KNew |
$480K - $495K
|
10.7K
$488K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
572+ 4.4% |
$25.6K - $26.4K
|
13.6K
$618K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
106New |
$4.75K - $4.9K
|
106
$4.83K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.86K+ 780.14% |
$352K - $363K
|
8.86K
$403K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-249- 4.09% |
$11.2K - $11.5K
|
5.84K
$266K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-7.88K- 57.98% |
$353K - $364K
|
5.71K
$260K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.51K- 14.9% |
$113K - $116K
|
14.4K
$653K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 18.62% |
$46.8K - $48.3K
|
4.56K
$208K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-340- 1.83% |
$15.2K - $15.7K
|
18.3K
$831K
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.94K- 35.36% |
$176K - $182K
|
7.19K
$327K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 7.8% |
$762 - $786
|
235
$10.7K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 23.71% |
$63.1K - $65.1K
|
4.53K
$206K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.62K- 33.68% |
$162K - $167K
|
7.13K
$324K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
501New |
$22.4K - $23.2K
|
501
$22.8K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-68- 1.1% |
$3.05K - $3.14K
|
6.1K
$277K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.08K+ 16.61% |
$228K - $235K
|
35.6K
$1.62M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172+ 3.78% |
$7.71K - $7.95K
|
4.73K
$215K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-4.68K- 43.19% |
$210K - $216K
|
6.16K
$280K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.7KNew |
$479K - $494K
|
10.7K
$486K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33New |
$1.48K - $1.53K
|
33
$1.5K
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
6.9K+ 32.44% |
$309K - $319K
|
28.2K
$1.28M
|
|
Q4 2024 | |||||||
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.66K+ 33.2% |
$257K - $266K
|
22.7K
$1.03M
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
42New |
$1.91K - $1.97K
|
42
$1.91K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
292+ 7300.0% |
$13.3K - $13.7K
|
296
$13.5K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$9.08K - $9.38K
|
200
$9.1K
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-908- 16.15% |
$41.2K - $42.6K
|
4.72K
$215K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
103New |
$4.67K - $4.83K
|
103
$4.69K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
371New |
$16.8K - $17.4K
|
371
$16.9K
|