Institutional Ownership Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI). We have compiled data on the 319 institutions that hold shares in the stock, with a total of 67.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
17,108,078
shares
|
$801 Million
0.07% of portfolio
|
Q2 2024
Added 2.06%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
11,511,191
shares
|
$539 Million
0.04% of portfolio
|
Q1 2024
Added 2.58%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,904,114
shares
|
$323 Million
0.82% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
4,522,710
shares
|
$212 Million
0.2% of portfolio
|
Q2 2024
Added 5.57%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
4,007,853
shares
|
$188 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
1,643,259
shares
|
$77 Million
1.61% of portfolio
|
Q2 2024
Added 4.88%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,232,491
shares
|
$57.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,061,445
shares
|
$49.7 Million
0.02% of portfolio
|
Q2 2024
Added 0.42%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
943,878
shares
|
$44.2 Million
0.02% of portfolio
|
Q2 2024
Added 4.8%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
845,382
shares
|
$39.6 Million
0.01% of portfolio
|
Q2 2024
Added 1.34%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
802,968
shares
|
$37.6 Million
0.08% of portfolio
|
Q2 2024
Added 1.25%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
723,372
shares
|
$33.9 Million
0.0% of portfolio
|
Q2 2024
Added 39.92%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
709,652
shares
|
$33.2 Million
0.1% of portfolio
|
Q2 2024
Added 0.79%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
615,940
shares
|
$28.8 Million
1.02% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
572,522
shares
|
$26.8 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
Foster Group, Inc.
|
Jul 30, 2024 Q2 2024 |
530,328
shares
|
$24.8 Million
0.99% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
451,024
shares
|
$21.1 Million
0.13% of portfolio
|
Q2 2024
Added 0.51%
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
371,049
shares
|
$17.4 Million
2.93% of portfolio
|
Q2 2024
Added 5.4%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
356,575
shares
|
$16.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
354,911
shares
|
$16.6 Million
0.7% of portfolio
|
Q2 2024
Added 2.94%
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
341,248
shares
|
$16 Million
4.15% of portfolio
|
Q2 2024
Added 7.69%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
327,996
shares
|
$15.4 Million
1.19% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
313,150
shares
|
$14.7 Million
0.46% of portfolio
|
Q2 2024
Added 5.25%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
310,550
shares
|
$14.5 Million
0.39% of portfolio
|
Q2 2024
Reduced 41.4%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
297,264
shares
|
$13.9 Million
0.03% of portfolio
|
Q2 2024
Added 4.45%
|