Purchases and Sales Made in Q1 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG MUNICIPA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 0.49% |
$3.01K - $3.25K
|
12.8K
$588K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
58+ 1.09% |
$2.77K - $3K
|
5.4K
$247K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55+ 78.57% |
$2.63K - $2.84K
|
125
$5.73K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53New |
$2.53K - $2.74K
|
53
$2.43K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
44+ 0.24% |
$2.1K - $2.27K
|
18.1K
$828K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35New |
$1.67K - $1.81K
|
35
$1.6K
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
35+ 0.2% |
$1.67K - $1.81K
|
17.7K
$811K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
32New |
$1.53K - $1.65K
|
32
$1.47K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
32+ 0.73% |
$1.53K - $1.65K
|
4.41K
$202K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
21New |
$1K - $1.08K
|
21
$962
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 950.0% |
$907 - $982
|
21
$962
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.25% |
$287 - $310
|
2.37K
$109K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5New |
$239 - $258
|
5
$229
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
5+ 0.13% |
$239 - $258
|
3.79K
$173K
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$191 - $207
|
4
$183
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4+ 0.03% |
$191 - $207
|
14.6K
$668K
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.02% |
$95.5 - $103
|
9.36K
$429K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2+ 0.34% |
$95.5 - $103
|
597
$27.3K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.41% |
$47.8 - $51.7
|
243
$11.1K
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-15- 0.29% |
$716 - $775
|
5.24K
$240K
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-23- 0.32% |
$1.1K - $1.19K
|
7.08K
$324K
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-25- 0.49% |
$1.19K - $1.29K
|
5.04K
$231K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-35Closed |
$1.67K - $1.81K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-37Closed |
$1.77K - $1.91K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-37Closed |
$1.77K - $1.91K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-39- 45.88% |
$1.86K - $2.01K
|
46
$2.11K
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-45- 0.81% |
$2.15K - $2.32K
|
5.54K
$254K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-52- 33.77% |
$2.48K - $2.69K
|
102
$4.67K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-55Closed |
$2.63K - $2.84K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-57Closed |
$2.72K - $2.94K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-58- 23.67% |
$2.77K - $3K
|
187
$8.56K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-61- 22.02% |
$2.91K - $3.15K
|
216
$9.89K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-71Closed |
$3.39K - $3.67K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-71- 0.75% |
$3.39K - $3.67K
|
9.42K
$432K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-77- 0.55% |
$3.68K - $3.98K
|
14K
$640K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-83- 0.55% |
$3.96K - $4.29K
|
15.1K
$691K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-95- 0.49% |
$4.54K - $4.91K
|
19.2K
$877K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-98- 0.58% |
$4.68K - $5.06K
|
16.7K
$763K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 5.41% |
$4.78K - $5.17K
|
1.75K
$80.2K
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-100- 2.26% |
$4.78K - $5.17K
|
4.32K
$198K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-111- 1.02% |
$5.3K - $5.73K
|
10.7K
$492K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-119- 0.94% |
$5.68K - $6.15K
|
12.6K
$576K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-128- 2.52% |
$6.11K - $6.61K
|
4.95K
$227K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-147- 1.12% |
$7.02K - $7.59K
|
12.9K
$593K
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-150- 0.36% |
$7.16K - $7.75K
|
41.7K
$1.91M
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-154Closed |
$7.35K - $7.96K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-180- 4.62% |
$8.6K - $9.3K
|
3.72K
$170K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-192- 11.21% |
$9.17K - $9.92K
|
1.52K
$69.6K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-262Closed |
$12.5K - $13.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-277- 45.79% |
$13.2K - $14.3K
|
328
$15K
|