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 340 institutions that hold shares in the stock, with a total of 64.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
22,836
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
22,703
shares
|
$1.01 Million
1.28% of portfolio
|
Q2 2022
Added 3.24%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
22,120
shares
|
$985,445
0.02% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,644
shares
|
$964,240
0.01% of portfolio
|
Q3 2023
Reduced 2.41%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,063
shares
|
$938,356
0.54% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
20,953
shares
|
$933,456
0.06% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
20,583
shares
|
$916,972
0.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
20,500
shares
|
$913,274
0.05% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
20,490
shares
|
$912,829
0.35% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
20,443
shares
|
$910,735
0.1% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
20,345
shares
|
$906,369
0.01% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
20,176
shares
|
$898,840
0.08% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
19,775
shares
|
$880,976
0.48% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,428
shares
|
$865,517
0.0% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
19,422
shares
|
$865,250
0.0% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
18,996
shares
|
$846,271
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
18,464
shares
|
$822,571
0.01% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
18,350
shares
|
$817,492
0.34% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
18,297
shares
|
$815,131
0.1% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
18,254
shares
|
$813,215
0.46% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
18,178
shares
|
$809,829
0.12% of portfolio
|
Q2 2025
Reduced 47.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
18,059
shares
|
$804,528
0.07% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
18,009
shares
|
$802,300
0.32% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,762
shares
|
$791,297
0.41% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
17,314
shares
|
$771,338
0.0% of portfolio
|
Q1 2025
Reduced 10.88%
|