Purchases and Sales Made in Q1 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13M+ 13.21% |
$51.1M - $53.2M
|
9.65M
$441M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.1M+ 99.87% |
$49.7M - $51.7M
|
2.19M
$100M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
816K+ 3846.12% |
$37M - $38.5M
|
837K
$38.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
374K+ 11.11% |
$17M - $17.7M
|
3.74M
$171M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
284K+ 162.01% |
$12.9M - $13.4M
|
459K
$21M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
244K+ 162.53% |
$11.1M - $11.5M
|
394K
$18M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
218K+ 35.54% |
$9.91M - $10.3M
|
832K
$38.1M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
164K+ 3.94% |
$7.44M - $7.74M
|
4.33M
$198M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
149KNew |
$6.76M - $7.03M
|
149K
$6.81M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98.7K+ 460.56% |
$4.48M - $4.66M
|
120K
$5.5M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
93.2K+ 1.73% |
$4.23M - $4.4M
|
5.46M
$250M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
77.1K+ 41.88% |
$3.5M - $3.64M
|
261K
$11.9M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
65.2K+ 54.98% |
$2.96M - $3.08M
|
184K
$8.41M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
51.8K+ 26.82% |
$2.35M - $2.45M
|
245K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
51.6K+ 157.36% |
$2.34M - $2.44M
|
84.5K
$3.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
48.2K+ 47.68% |
$2.19M - $2.28M
|
149K
$6.83M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
44.5K+ 113.83% |
$2.02M - $2.1M
|
83.5K
$3.82M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
32K+ 13.93% |
$1.46M - $1.51M
|
262K
$12M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32K+ 26.91% |
$1.45M - $1.51M
|
151K
$6.89M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.7K+ 137.7% |
$1.26M - $1.31M
|
47.8K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
22.1K+ 14.9% |
$1M - $1.04M
|
171K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.7K+ 243.43% |
$986K - $1.03M
|
30.7K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
20.9K+ 16.8% |
$948K - $986K
|
145K
$6.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
17.6K+ 51.55% |
$798K - $830K
|
51.7K
$2.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.6K+ 6.83% |
$755K - $785K
|
260K
$11.9M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.7K+ 38.95% |
$715K - $744K
|
56.2K
$2.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
13.6KNew |
$617K - $641K
|
13.6K
$621K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
13.4K+ 119.48% |
$609K - $633K
|
24.6K
$1.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 5.66% |
$602K - $626K
|
248K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 13.88% |
$552K - $574K
|
99.8K
$4.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
11.5K+ 5.11% |
$524K - $545K
|
238K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.5K+ 21.59% |
$522K - $542K
|
64.7K
$2.96M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.3K+ 12.0% |
$514K - $534K
|
106K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.3KNew |
$512K - $533K
|
11.3K
$516K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
10.3K+ 58.33% |
$468K - $486K
|
28K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8.85KNew |
$402K - $418K
|
8.85K
$405K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.45K+ 3.79% |
$383K - $399K
|
231K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.18KNew |
$371K - $386K
|
8.18K
$374K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.02K+ 6.56% |
$364K - $379K
|
130K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.91KNew |
$359K - $373K
|
7.91K
$362K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.91KNew |
$359K - $373K
|
7.91K
$362K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.93K+ 45.94% |
$315K - $327K
|
22K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.75K+ 88.36% |
$306K - $319K
|
14.4K
$658K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.74KNew |
$306K - $318K
|
6.74K
$308K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.19K+ 76.45% |
$281K - $292K
|
14.3K
$654K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.16KNew |
$280K - $291K
|
6.16K
$282K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6.02K+ 1613.4% |
$273K - $284K
|
6.39K
$292K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.87KNew |
$267K - $277K
|
5.87K
$269K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.59KNew |
$208K - $217K
|
4.59K
$210K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.44KNew |
$201K - $209K
|
4.44K
$203K
|