Purchases and Sales Made in Q1 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-413- 0.21% |
$19.2K - $19.4K
|
198K
$9.1M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-417- 3.3% |
$19.4K - $19.6K
|
12.2K
$561K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 6.91% |
$23.2K - $23.5K
|
6.74K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-530- 4.0% |
$24.6K - $24.9K
|
12.7K
$584K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-532- 1.83% |
$24.7K - $25K
|
28.6K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-604- 10.96% |
$28K - $28.4K
|
4.91K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-640- 1.08% |
$29.7K - $30.1K
|
58.4K
$2.68M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-731- 0.65% |
$33.9K - $34.4K
|
112K
$5.15M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-736- 1.59% |
$34.2K - $34.6K
|
45.6K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-758- 22.21% |
$35.2K - $35.7K
|
2.66K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-763- 8.71% |
$35.4K - $35.9K
|
8K
$367K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-786- 3.97% |
$36.5K - $37K
|
19K
$873K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-799- 0.66% |
$37.1K - $37.6K
|
121K
$5.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-824- 4.27% |
$38.3K - $38.8K
|
18.5K
$848K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-847- 19.12% |
$39.3K - $39.9K
|
3.58K
$165K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-902- 13.85% |
$41.9K - $42.5K
|
5.61K
$258K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-990- 5.78% |
$46K - $46.6K
|
16.2K
$742K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 6.28% |
$46.9K - $47.6K
|
15.1K
$693K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.06K- 3.25% |
$49K - $49.7K
|
31.4K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.12K- 10.46% |
$52K - $52.7K
|
9.59K
$441K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-1.14K- 15.29% |
$52.9K - $53.7K
|
6.32K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.2K- 19.39% |
$55.9K - $56.6K
|
5K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.27K- 7.16% |
$58.9K - $59.7K
|
16.5K
$756K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 1.12% |
$63.1K - $63.9K
|
120K
$5.53M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.51K- 8.47% |
$70.2K - $71.2K
|
16.4K
$751K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.6K- 22.54% |
$74.3K - $75.3K
|
5.5K
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.65K- 10.51% |
$76.8K - $77.9K
|
14.1K
$647K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.77K- 6.01% |
$82K - $83.1K
|
27.6K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.81K- 13.02% |
$84K - $85.2K
|
12.1K
$556K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.89K- 32.24% |
$87.8K - $89K
|
3.97K
$183K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 0.61% |
$91K - $92.3K
|
317K
$14.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.96K- 2.01% |
$91K - $92.3K
|
95.8K
$4.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.01K- 10.87% |
$93.4K - $94.7K
|
16.5K
$758K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.33K- 6.72% |
$108K - $109K
|
32.3K
$1.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.56K- 33.56% |
$119K - $120K
|
5.07K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 2.65% |
$137K - $139K
|
108K
$4.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.07K- 25.09% |
$142K - $144K
|
9.16K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.51K- 17.7% |
$163K - $165K
|
16.3K
$749K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.54K- 14.73% |
$164K - $167K
|
20.5K
$942K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.74K- 5.79% |
$174K - $176K
|
60.9K
$2.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.98K- 2.49% |
$185K - $187K
|
156K
$7.17M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.01K- 9.8% |
$186K - $189K
|
36.9K
$1.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.25K- 0.94% |
$197K - $200K
|
449K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.28K- 38.92% |
$199K - $202K
|
6.72K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.31K- 15.27% |
$200K - $203K
|
23.9K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.44K- 10.09% |
$206K - $209K
|
39.6K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.63K- 39.83% |
$215K - $218K
|
7K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.99K- 14.01% |
$231K - $235K
|
30.6K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.37K- 44.19% |
$249K - $253K
|
6.78K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.44K- 85.84% |
$253K - $256K
|
898
$41.3K
|