Purchases and Sales Made in Q1 2025 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2025. 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 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.56K- 4.51% |
$249K - $257K
|
118K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5.7K- 46.49% |
$255K - $263K
|
6.56K
$292K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6.06K- 6.41% |
$272K - $280K
|
88.5K
$3.94M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.45K- 50.0% |
$289K - $298K
|
6.45K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-6.76K- 24.81% |
$303K - $313K
|
20.5K
$913K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.42K- 2.29% |
$332K - $343K
|
316K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-7.46K- 4.11% |
$334K - $345K
|
174K
$7.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-7.85K- 1.57% |
$352K - $363K
|
491K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-7.88K- 57.98% |
$353K - $364K
|
5.71K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10.5K- 6.22% |
$469K - $484K
|
158K
$7.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.6K- 5.9% |
$474K - $489K
|
169K
$7.51M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.1K- 85.62% |
$676K - $697K
|
2.53K
$113K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-18.3K- 6.27% |
$820K - $846K
|
274K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-18.4K- 5.38% |
$826K - $852K
|
324K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.1K- 24.16% |
$902K - $930K
|
63.2K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.3K- 13.82% |
$908K - $936K
|
126K
$5.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-21.9K- 91.73% |
$982K - $1.01M
|
1.97K
$87.9K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23.1K- 30.82% |
$1.03M - $1.07M
|
51.8K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23.3K- 3.07% |
$1.04M - $1.08M
|
734K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-23.9K- 79.83% |
$1.07M - $1.1M
|
6.04K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-24K- 26.12% |
$1.08M - $1.11M
|
67.9K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.9K- 33.4% |
$1.25M - $1.29M
|
55.6K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-31.5K- 23.41% |
$1.41M - $1.45M
|
103K
$4.59M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-33.5K- 92.42% |
$1.5M - $1.55M
|
2.75K
$122K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-33.8K- 31.58% |
$1.51M - $1.56M
|
73.2K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-35.2K- 6.72% |
$1.58M - $1.63M
|
489K
$21.8M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-36.7K- 40.35% |
$1.65M - $1.7M
|
54.3K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-39.2K- 54.1% |
$1.76M - $1.81M
|
33.3K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-42.4K- 44.05% |
$1.9M - $1.96M
|
53.9K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.2KClosed |
$1.98M - $2.04M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-44.4K- 83.36% |
$1.99M - $2.05M
|
8.86K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-52.8K- 38.19% |
$2.37M - $2.44M
|
85.5K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.9K- 29.33% |
$3.13M - $3.23M
|
168K
$7.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86K- 29.75% |
$3.85M - $3.97M
|
203K
$9.05M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-90K- 38.7% |
$4.03M - $4.16M
|
142K
$6.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92.3K- 4.57% |
$4.14M - $4.27M
|
1.93M
$85.8M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-163K- 4.79% |
$7.3M - $7.53M
|
3.24M
$144M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-200K- 82.29% |
$8.95M - $9.24M
|
43K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-410K- 97.78% |
$18.4M - $18.9M
|
9.3K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.35M- 76.03% |
$60.3M - $62.2M
|
424K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.84M- 30.7% |
$262M - $270M
|
13.2M
$587M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.71M- 71.13% |
$435M - $449M
|
3.94M
$176M
|