Purchases and Sales Made in Q3 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 2024. 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 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
112KNew |
$5.13M - $5.26M
|
112K
$5.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
67.2K+ 4.09% |
$3.06M - $3.14M
|
1.71M
$78.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
46.9K+ 23.38% |
$2.14M - $2.2M
|
247K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40.4K+ 10.87% |
$1.84M - $1.89M
|
411K
$18.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.5K+ 41.57% |
$1.75M - $1.8M
|
131K
$5.99M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.2KNew |
$1.6M - $1.65M
|
35.2K
$1.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16.7KNew |
$763K - $784K
|
16.7K
$766K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 4.5% |
$728K - $747K
|
371K
$17M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 24.6% |
$712K - $731K
|
79K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.3K+ 44.82% |
$606K - $622K
|
43K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
13KNew |
$593K - $609K
|
13K
$595K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.4K+ 13.19% |
$473K - $486K
|
89K
$4.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.47K+ 42.16% |
$432K - $444K
|
31.9K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
6.88K+ 3.69% |
$314K - $322K
|
193K
$8.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.88KNew |
$314K - $322K
|
6.88K
$314K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.87KNew |
$313K - $322K
|
6.87K
$314K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.68K+ 4.85% |
$305K - $313K
|
144K
$6.61M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
6.37K+ 14.81% |
$291K - $298K
|
49.4K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.64K+ 29.84% |
$212K - $217K
|
20.2K
$924K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.49K+ 3.03% |
$205K - $210K
|
153K
$6.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.57K+ 16.8% |
$163K - $167K
|
24.8K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
3.35K+ 8.29% |
$153K - $157K
|
43.8K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.52K+ 26.03% |
$115K - $118K
|
12.2K
$558K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.38K+ 3.77% |
$108K - $111K
|
65.5K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.36K+ 1.4% |
$108K - $110K
|
170K
$7.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 13.15% |
$98.3K - $101K
|
18.5K
$848K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 646.0% |
$88.4K - $90.8K
|
2.24K
$102K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 9.35% |
$70K - $71.9K
|
18K
$821K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
1.29K+ 1.42% |
$58.7K - $60.3K
|
91.9K
$4.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.14KNew |
$52.1K - $53.5K
|
1.14K
$52.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
996+ 20.76% |
$45.4K - $46.6K
|
5.79K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
872+ 4.33% |
$39.8K - $40.8K
|
21K
$960K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
794New |
$36.2K - $37.2K
|
794
$36.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
754+ 9.38% |
$34.4K - $35.3K
|
8.79K
$402K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
649+ 8.17% |
$29.6K - $30.4K
|
8.59K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
539+ 2.69% |
$24.6K - $25.2K
|
20.6K
$941K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
435+ 6.47% |
$19.8K - $20.4K
|
7.16K
$328K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
385+ 2.27% |
$17.6K - $18K
|
17.3K
$793K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
340+ 17.36% |
$15.5K - $15.9K
|
2.3K
$105K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
280+ 1.15% |
$12.8K - $13.1K
|
24.7K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
269+ 2.81% |
$12.3K - $12.6K
|
9.86K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
168+ 0.72% |
$7.66K - $7.87K
|
23.5K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
147+ 1.25% |
$6.7K - $6.88K
|
11.9K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
112New |
$5.11K - $5.24K
|
112
$5.12K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
93+ 1.91% |
$4.24K - $4.36K
|
4.97K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
85+ 0.42% |
$3.88K - $3.98K
|
20.4K
$935K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
78+ 0.34% |
$3.56K - $3.65K
|
22.7K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
75New |
$3.42K - $3.51K
|
75
$3.43K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
74+ 0.4% |
$3.37K - $3.47K
|
18.7K
$854K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
42+ 0.63% |
$1.92K - $1.97K
|
6.74K
$308K
|