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 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-3.32K- 18.08% |
$146K - $157K
|
15.1K
$694K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.74K- 61.0% |
$164K - $177K
|
2.39K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.83K- 1.93% |
$168K - $181K
|
195K
$8.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.87K- 34.48% |
$170K - $183K
|
7.35K
$338K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.4K- 44.05% |
$193K - $208K
|
5.58K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.42K- 10.34% |
$194K - $209K
|
38.3K
$1.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.58K- 9.66% |
$201K - $216K
|
42.8K
$1.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.66K- 32.49% |
$205K - $220K
|
9.68K
$446K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.24K- 23.02% |
$230K - $247K
|
17.5K
$806K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.34K- 53.83% |
$234K - $252K
|
4.58K
$211K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.59K- 21.2% |
$246K - $264K
|
20.8K
$957K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.59K- 21.2% |
$246K - $264K
|
20.8K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.81K- 46.12% |
$255K - $274K
|
6.78K
$312K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.07K- 14.12% |
$266K - $286K
|
36.9K
$1.7M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6.15K- 22.91% |
$270K - $290K
|
20.7K
$953K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.48K- 98.05% |
$285K - $306K
|
129
$5.94K
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.6K- 10.2% |
$290K - $312K
|
58.1K
$2.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.64K- 2.53% |
$292K - $314K
|
256K
$11.8M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.76K- 6.93% |
$297K - $319K
|
90.8K
$4.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.14K- 4.54% |
$313K - $337K
|
150K
$6.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.16K- 45.95% |
$315K - $338K
|
8.43K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.41K- 26.52% |
$369K - $397K
|
23.3K
$1.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.8K- 74.1% |
$387K - $416K
|
3.08K
$142K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-9K- 37.5% |
$395K - $425K
|
15K
$691K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.09K- 15.9% |
$399K - $429K
|
48.1K
$2.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.13K- 1.8% |
$401K - $431K
|
498K
$22.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-9.43K- 5.91% |
$414K - $445K
|
150K
$6.91M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-10.5K- 41.2% |
$459K - $493K
|
14.9K
$687K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.3K- 37.36% |
$496K - $533K
|
18.9K
$873K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.3K- 62.84% |
$498K - $535K
|
6.71K
$309K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-12.4K- 7.97% |
$543K - $584K
|
143K
$6.58M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-12.4K- 69.51% |
$546K - $587K
|
5.46K
$251K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12.5K- 19.26% |
$547K - $588K
|
52.2K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-12.6K- 69.67% |
$552K - $594K
|
5.47K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-13.3K- 31.95% |
$584K - $628K
|
28.3K
$1.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-16.3K- 51.17% |
$715K - $769K
|
15.5K
$716K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.4K- 23.0% |
$720K - $774K
|
54.9K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-16.9K- 9.57% |
$742K - $797K
|
159K
$7.35M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-17.2K- 63.93% |
$754K - $810K
|
9.68K
$446K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-17.7K- 11.55% |
$777K - $835K
|
135K
$6.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-24.8K- 61.55% |
$1.09M - $1.17M
|
15.5K
$714K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.1K- 22.32% |
$1.24M - $1.33M
|
97.9K
$4.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.6K- 47.27% |
$1.34M - $1.44M
|
34.1K
$1.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-31.3K- 46.23% |
$1.38M - $1.48M
|
36.4K
$1.68M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-31.4K- 75.53% |
$1.38M - $1.48M
|
10.2K
$469K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32.6K- 16.78% |
$1.43M - $1.54M
|
162K
$7.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-33.5K- 15.81% |
$1.47M - $1.58M
|
178K
$8.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-34.9K- 46.22% |
$1.53M - $1.65M
|
40.6K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-44.5K- 20.03% |
$1.96M - $2.1M
|
178K
$8.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-55.2K- 60.67% |
$2.42M - $2.61M
|
35.8K
$1.65M
|