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
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.29K- 24.08% |
$195K - $202K
|
13.5K
$618K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.64K- 8.59% |
$211K - $219K
|
49.4K
$2.26M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.18K- 17.7% |
$235K - $244K
|
24.1K
$1.1M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.48K- 1.23% |
$249K - $259K
|
440K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.28K- 6.44% |
$285K - $297K
|
91.2K
$4.17M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.29K- 99.42% |
$285K - $297K
|
37
$1.69K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.14K- 97.02% |
$370K - $384K
|
250
$11.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.84K- 14.79% |
$447K - $465K
|
56.7K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.87K- 7.27% |
$448K - $466K
|
126K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.2K- 38.14% |
$463K - $482K
|
16.6K
$757K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.2K- 5.17% |
$510K - $530K
|
206K
$9.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-11.9K- 36.6% |
$539K - $561K
|
20.6K
$941K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 7.59% |
$544K - $566K
|
146K
$6.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13K- 64.35% |
$589K - $613K
|
7.19K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-13.4K- 47.97% |
$608K - $632K
|
14.5K
$664K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.6K- 4.35% |
$662K - $688K
|
320K
$14.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-16K- 13.44% |
$725K - $754K
|
103K
$4.71M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.1K- 31.07% |
$733K - $762K
|
35.8K
$1.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 21.95% |
$801K - $833K
|
62.8K
$2.87M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-18.2K- 11.94% |
$827K - $860K
|
134K
$6.15M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-21.9K- 34.55% |
$996K - $1.04M
|
41.6K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-25.4K- 29.13% |
$1.15M - $1.2M
|
61.8K
$2.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.8K- 18.03% |
$1.17M - $1.22M
|
117K
$5.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.7K- 38.56% |
$1.26M - $1.31M
|
44.1K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-28.3K- 18.32% |
$1.28M - $1.33M
|
126K
$5.77M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.6K- 20.02% |
$1.62M - $1.68M
|
142K
$6.51M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-40.7K- 19.66% |
$1.85M - $1.92M
|
166K
$7.6M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-44.5K- 5.29% |
$2.02M - $2.1M
|
797K
$36.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-50.6K- 48.9% |
$2.3M - $2.39M
|
52.9K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57.9K- 16.92% |
$2.63M - $2.74M
|
284K
$13M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-59.1K- 89.4% |
$2.68M - $2.79M
|
7.01K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-75K- 43.83% |
$3.4M - $3.54M
|
96.1K
$4.39M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-80.3K- 47.87% |
$3.65M - $3.79M
|
87.5K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-81.4K- 8.45% |
$3.7M - $3.84M
|
883K
$40.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-87.3K- 31.45% |
$3.97M - $4.12M
|
190K
$8.71M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-109K- 6.56% |
$4.96M - $5.16M
|
1.56M
$71.2M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-138K- 3.09% |
$6.27M - $6.52M
|
4.33M
$198M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-147K- 75.44% |
$6.68M - $6.94M
|
47.9K
$2.19M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-185K- 41.42% |
$8.39M - $8.73M
|
261K
$12M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-210K- 92.29% |
$9.52M - $9.9M
|
17.5K
$801K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-210K- 92.29% |
$9.52M - $9.9M
|
17.5K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-225K- 55.78% |
$10.2M - $10.6M
|
178K
$8.15M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-245K- 64.97% |
$11.1M - $11.6M
|
132K
$6.05M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-382K- 27.52% |
$17.3M - $18M
|
1M
$46M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-413K- 90.11% |
$18.8M - $19.5M
|
45.4K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-743K- 42.15% |
$33.7M - $35.1M
|
1.02M
$46.6M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-855K- 44.05% |
$38.8M - $40.4M
|
1.09M
$49.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.11M- 83.29% |
$50.4M - $52.4M
|
223K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.29M- 11.26% |
$58.6M - $60.9M
|
10.2M
$465M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.44M- 97.96% |
$65.6M - $68.2M
|
30.1K
$1.38M
|