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 339 institutions that hold shares in the stock, with a total of 78.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
19,021,971
shares
|
$850 Million
0.07% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Morgan Stanley
New York, NY |
May 14, 2025 Q4 2024 |
13,656,611
shares
|
$610 Million
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,087,899
shares
|
$317 Million
0.78% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,315,309
shares
|
$282 Million
0.02% of portfolio
|
Q1 2025
Added 1104.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,938,709
shares
|
$221 Million
0.18% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
3,236,702
shares
|
$145 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,925,669
shares
|
$86 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,467,840
shares
|
$65.6 Million
0.03% of portfolio
|
Q1 2025
Added 57.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,244,515
shares
|
$55.6 Million
0.02% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
773,057
shares
|
$34.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
734,069
shares
|
$32.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
685,579
shares
|
$30.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
572,522
shares
|
$25.6 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
513,756
shares
|
$23 Million
0.01% of portfolio
|
Q1 2025
Added 89.3%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
491,429
shares
|
$22 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
489,070
shares
|
$21.9 Million
0.79% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
457,554
shares
|
$20.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
447,006
shares
|
$20 Million
0.12% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
424,225
shares
|
$19 Million
0.36% of portfolio
|
Q1 2025
Reduced 76.03%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
424,019
shares
|
$18.9 Million
2.89% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
423,250
shares
|
$18.9 Million
0.87% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
419,241
shares
|
$18.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 97.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
416,343
shares
|
$18.6 Million
0.53% of portfolio
|
Q1 2025
Added 41.73%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
361,314
shares
|
$16.1 Million
1.51% of portfolio
|
Q1 2025
Added 735.12%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
356,854
shares
|
$15.9 Million
2.66% of portfolio
|
Q1 2025
Added 3714.17%
|