Purchases and Sales Made in Q2 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.81K+ 16.86% |
$81.6K - $86.8K
|
12.6K
$578K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.81K+ 12.46% |
$81.4K - $86.6K
|
16.3K
$751K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 4.46% |
$76.9K - $81.8K
|
39.9K
$1.84M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.7K+ 33.73% |
$76.7K - $81.6K
|
6.74K
$311K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.57K+ 4.99% |
$70.6K - $75.1K
|
33K
$1.52M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.47KNew |
$66.3K - $70.6K
|
1.47K
$67.8K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.42K+ 13.76% |
$63.8K - $67.9K
|
11.7K
$539K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.38K+ 26.25% |
$62.2K - $66.1K
|
6.63K
$306K
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.19K+ 1.97% |
$53.7K - $57.2K
|
61.9K
$2.85M
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.1K+ 1.42% |
$49.8K - $52.9K
|
79K
$3.64M
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
952+ 15.0% |
$42.9K - $45.6K
|
7.3K
$336K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
754New |
$34K - $36.2K
|
754
$34.7K
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
713+ 3.24% |
$32.1K - $34.2K
|
22.7K
$1.05M
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
701New |
$31.6K - $33.6K
|
701
$32.3K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
673+ 19.51% |
$30.3K - $32.3K
|
4.12K
$190K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
657+ 8.87% |
$29.6K - $31.5K
|
8.06K
$371K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
640New |
$28.8K - $30.7K
|
640
$29.5K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
624+ 5.89% |
$28.1K - $29.9K
|
11.2K
$517K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
595New |
$26.8K - $28.5K
|
595
$27.4K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
593+ 0.36% |
$26.7K - $28.4K
|
164K
$7.56M
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
575+ 2.91% |
$25.9K - $27.6K
|
20.3K
$936K
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
387+ 5.07% |
$17.4K - $18.6K
|
8.02K
$369K
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
362+ 2.91% |
$16.3K - $17.4K
|
12.8K
$590K
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
340+ 3.03% |
$15.3K - $16.3K
|
11.6K
$532K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
334+ 2.26% |
$15.1K - $16K
|
15.1K
$695K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
303New |
$13.7K - $14.5K
|
303
$14K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
270+ 6.44% |
$12.2K - $12.9K
|
4.46K
$205K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
256New |
$11.5K - $12.3K
|
256
$11.8K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 714.29% |
$11.3K - $12K
|
285
$13.1K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
242New |
$10.9K - $11.6K
|
242
$11.1K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
141+ 3.2% |
$6.35K - $6.76K
|
4.55K
$210K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
122+ 97.6% |
$5.5K - $5.85K
|
247
$11.4K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
109+ 27.59% |
$4.91K - $5.23K
|
504
$23.2K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.51K - $4.8K
|
100
$4.61K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
91+ 3.14% |
$4.1K - $4.36K
|
2.99K
$138K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
89New |
$4.01K - $4.27K
|
89
$4.1K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
80+ 1.13% |
$3.61K - $3.84K
|
7.16K
$330K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
67New |
$3.02K - $3.21K
|
67
$3.09K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
65+ 13.21% |
$2.93K - $3.12K
|
557
$25.7K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
51+ 0.65% |
$2.3K - $2.45K
|
7.89K
$364K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 3.52% |
$2.25K - $2.4K
|
1.47K
$67.8K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30New |
$1.35K - $1.44K
|
30
$1.38K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 2.42% |
$1.17K - $1.25K
|
1.1K
$50.7K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
26+ 0.42% |
$1.17K - $1.25K
|
6.25K
$288K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 47.17% |
$1.13K - $1.2K
|
78
$3.59K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 0.11% |
$721 - $767
|
14.6K
$672K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11+ 275.0% |
$496 - $527
|
15
$691
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.04% |
$180 - $192
|
9.37K
$431K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.08% |
$180 - $192
|
5.15K
$237K
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$90.1 - $95.9
|
4.36K
$201K
|