Purchases and Sales Made in Q3 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.15M+ 4721.1% |
$138M - $149M
|
3.22M
$148M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.86M+ 67.66% |
$126M - $135M
|
7.09M
$326M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.44M+ 22.01% |
$63.3M - $68.1M
|
8M
$368M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
897KNew |
$39.4M - $42.4M
|
897K
$41.3M
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
382K+ 65821.55% |
$16.8M - $18M
|
382K
$17.6M
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
377K+ 8514.85% |
$16.5M - $17.8M
|
381K
$17.6M
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
275K+ 4411.57% |
$12.1M - $13M
|
281K
$13M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
264K+ 2105.71% |
$11.6M - $12.5M
|
277K
$12.8M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
259K+ 25.27% |
$11.4M - $12.2M
|
1.28M
$59.1M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
223K+ 241.78% |
$9.78M - $10.5M
|
315K
$14.5M
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
223K+ 2010.38% |
$9.77M - $10.5M
|
234K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
216K+ 41.83% |
$9.47M - $10.2M
|
731K
$33.7M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
172K+ 24.05% |
$7.56M - $8.13M
|
888K
$40.9M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130K+ 3.97% |
$5.71M - $6.14M
|
3.41M
$157M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
119K+ 541.55% |
$5.24M - $5.63M
|
141K
$6.51M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
117K+ 217.77% |
$5.14M - $5.53M
|
171K
$7.87M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
115K+ 24.37% |
$5.06M - $5.44M
|
588K
$27.1M
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
113K+ 97.99% |
$4.95M - $5.32M
|
227K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
106K+ 149.2% |
$4.65M - $5M
|
177K
$8.15M
|
|
Nov 01, 2022
Q3 2022
|
Investment Management Associates Inc
|
BUY
|
- |
91.6KNew |
$4.02M - $4.32M
|
91.6K
$4.22M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
89.8K+ 246.29% |
$3.94M - $4.24M
|
126K
$5.81M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
88.7K+ 281.83% |
$3.9M - $4.19M
|
120K
$5.53M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
87.6K+ 111.39% |
$3.85M - $4.14M
|
166K
$7.66M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82.3K+ 24.92% |
$3.61M - $3.89M
|
413K
$19M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
80.6KNew |
$3.54M - $3.8M
|
80.6K
$3.71M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
79.7KNew |
$3.5M - $3.76M
|
79.7K
$3.67M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
71.3K+ 22.58% |
$3.13M - $3.36M
|
387K
$17.8M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.2K+ 12.89% |
$3.08M - $3.31M
|
615K
$28.3M
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
70KNew |
$3.07M - $3.3M
|
70K
$3.22M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.4K+ 684.81% |
$2.92M - $3.13M
|
76.1K
$3.5M
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
62.8K+ 1268.93% |
$2.76M - $2.97M
|
67.8K
$3.12M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.1K+ 57.21% |
$2.6M - $2.79M
|
162K
$7.48M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.6K+ 25.34% |
$2.53M - $2.72M
|
285K
$13.1M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
51.8K+ 175.34% |
$2.28M - $2.45M
|
81.4K
$3.75M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50.5K+ 312.79% |
$2.22M - $2.38M
|
66.6K
$3.07M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
50.3K+ 22.16% |
$2.21M - $2.38M
|
277K
$12.8M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
49.5K+ 61.83% |
$2.17M - $2.34M
|
130K
$5.97M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
46.9KNew |
$2.06M - $2.21M
|
46.9K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.7K+ 43.04% |
$2.05M - $2.21M
|
155K
$7.15M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
44.8KNew |
$1.97M - $2.11M
|
44.8K
$2.06M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
43.6K+ 88.19% |
$1.91M - $2.06M
|
93K
$4.28M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41.6K+ 429.19% |
$1.83M - $1.96M
|
51.2K
$2.36M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40K+ 656.26% |
$1.76M - $1.89M
|
46.1K
$2.12M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
38K+ 131.01% |
$1.67M - $1.79M
|
67K
$3.09M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34.7K+ 136.79% |
$1.53M - $1.64M
|
60.1K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
32.5K+ 54.31% |
$1.43M - $1.53M
|
92.4K
$4.25M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
29.9KNew |
$1.31M - $1.41M
|
29.9K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.6K+ 18.93% |
$1.3M - $1.4M
|
186K
$8.57M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
29.2K+ 362.51% |
$1.28M - $1.38M
|
37.3K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.6KNew |
$1.26M - $1.35M
|
28.6K
$1.32M
|