Latest Institutional Purchases of Spdr Nuveen Bloomberg Municipa (TFI)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 8.85% |
$18K - $18.5K
|
4.86K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
112New |
$5.11K - $5.24K
|
112
$5.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
75New |
$3.42K - $3.51K
|
75
$3.41K
|
|
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
45New |
$2.05K - $2.11K
|
45
$2.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
20New |
$912 - $937
|
20
$910
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14New |
$638 - $656
|
14
$637
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13+ 3.83% |
$593 - $609
|
352
$16K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$547 - $562
|
12
$546
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11+ 0.46% |
$502 - $515
|
2.41K
$110K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11New |
$502 - $515
|
11
$501
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.11% |
$410 - $421
|
8.33K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6+ 0.05% |
$274 - $281
|
11.2K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$91
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15.5KNew |
$700K - $716K
|
15.5K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.69KNew |
$392K - $402K
|
8.69K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.72KNew |
$213K - $218K
|
4.72K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.09KNew |
$140K - $143K
|
3.09K
$141K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.21K+ 4.36% |
$99.9K - $102K
|
53K
$2.41M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.95K+ 243.75% |
$88K - $90.1K
|
2.75K
$125K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$61.7K - $63.1K
|
1.37K
$62.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
777New |
$35.1K - $35.9K
|
777
$35.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
742New |
$33.5K - $34.3K
|
742
$33.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
572New |
$25.8K - $26.4K
|
572
$26K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
438+ 12.22% |
$19.8K - $20.2K
|
4.02K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
257+ 10.65% |
$11.6K - $11.9K
|
2.67K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
220New |
$9.93K - $10.2K
|
220
$10K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
132New |
$5.96K - $6.1K
|
132
$6.01K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
31+ 0.69% |
$1.4K - $1.43K
|
4.52K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 1.43% |
$903 - $924
|
1.42K
$64.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.22% |
$90.3 - $92.4
|
900
$41K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$45.2 - $46.2
|
1
$45.5
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
112KNew |
$5.2M - $5.27M
|
112K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 40.21% |
$476K - $482K
|
35.7K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
7.79KNew |
$362K - $367K
|
7.79K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.5KNew |
$348K - $353K
|
7.5K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.59K+ 716.54% |
$306K - $310K
|
7.5K
$342K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.27K+ 63.04% |
$245K - $248K
|
13.6K
$620K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.5KNew |
$209K - $212K
|
4.5K
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.08KNew |
$50.2K - $50.9K
|
1.08K
$49.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
318+ 12.97% |
$14.8K - $15K
|
2.77K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
285New |
$13.2K - $13.4K
|
285
$13K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
215+ 3.5% |
$9.98K - $10.1K
|
6.37K
$290K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
138New |
$6.41K - $6.5K
|
138
$6.28K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33New |
$1.53K - $1.55K
|
33
$1.5K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
338KNew |
$14.5M - $15.9M
|
338K
$15.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
24.7KNew |
$1.06M - $1.17M
|
24.7K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
13.2KNew |
$567K - $621K
|
13.2K
$600K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.5KNew |
$494K - $540K
|
11.5K
$522K
|
|