Purchases and Sales Made in Q2 2025 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
25.9K+ 42.61% |
$1.13M - $1.17M
|
86.6K
$3.86M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
8.44K+ 95.27% |
$368K - $383K
|
17.3K
$771K
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.33KNew |
$276K - $287K
|
6.33K
$282K
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.88KNew |
$257K - $267K
|
5.88K
$262K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.04K+ 10.15% |
$89K - $92.6K
|
22.1K
$985K
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.66K+ 0.96% |
$72.6K - $75.5K
|
176K
$7.83M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.02K+ 6.38% |
$44.5K - $46.4K
|
17K
$758K
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
535+ 2.61% |
$23.3K - $24.3K
|
21.1K
$938K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
376New |
$16.4K - $17.1K
|
376
$16.8K
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
232+ 1.14% |
$10.1K - $10.5K
|
20.6K
$917K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
211+ 3.99% |
$9.21K - $9.58K
|
5.5K
$245K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
103+ 0.23% |
$4.49K - $4.68K
|
44.3K
$1.97M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6+ 0.77% |
$262 - $272
|
784
$34.9K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-163- 3.2% |
$7.11K - $7.4K
|
4.93K
$219K
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-736- 6.09% |
$32.1K - $33.4K
|
11.3K
$505K
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-841- 4.74% |
$36.7K - $38.2K
|
16.9K
$754K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.31K- 2.61% |
$101K - $105K
|
86.2K
$3.84M
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.84K- 22.49% |
$167K - $174K
|
13.2K
$589K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.9K- 14.95% |
$825K - $858K
|
107K
$4.79M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-29.7K- 49.3% |
$1.29M - $1.35M
|
30.5K
$1.36M
|