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 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.64K+ 29.84% |
$212K - $217K
|
20.2K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.51KNew |
$205K - $211K
|
4.51K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.49K+ 3.03% |
$205K - $210K
|
153K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.42KNew |
$202K - $207K
|
4.42K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.16KNew |
$190K - $195K
|
4.16K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 29.3% |
$171K - $175K
|
16.5K
$761K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.57K+ 16.8% |
$163K - $167K
|
24.8K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.38K+ 73.96% |
$154K - $158K
|
7.94K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
3.35K+ 8.29% |
$153K - $157K
|
43.8K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 15.88% |
$134K - $138K
|
21.5K
$990K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.52K+ 26.03% |
$115K - $118K
|
12.2K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.4K+ 6.45% |
$109K - $112K
|
39.6K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.4K+ 2.76% |
$109K - $112K
|
89.2K
$4.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.38K+ 3.77% |
$108K - $111K
|
65.5K
$3.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.36K+ 1.4% |
$108K - $110K
|
170K
$7.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.32KNew |
$106K - $109K
|
2.32K
$107K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.32K+ 1.67% |
$106K - $109K
|
142K
$6.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 13.15% |
$98.3K - $101K
|
18.5K
$854K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 646.0% |
$88.4K - $90.8K
|
2.24K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.84K+ 5.0% |
$83.9K - $86.2K
|
38.7K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$83.7K - $85.9K
|
1.84K
$84.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 9.35% |
$70K - $71.9K
|
18K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.41K+ 0.48% |
$64.5K - $66.2K
|
299K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.36K+ 3.63% |
$61.9K - $63.5K
|
38.8K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
1.29K+ 1.42% |
$58.7K - $60.3K
|
91.9K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.23KNew |
$56.1K - $57.6K
|
1.23K
$56.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.14KNew |
$52.1K - $53.5K
|
1.14K
$52.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
996+ 20.76% |
$45.4K - $46.6K
|
5.79K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
872+ 4.33% |
$39.8K - $40.8K
|
21K
$967K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
839New |
$38.3K - $39.3K
|
839
$38.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
800New |
$36.5K - $37.5K
|
800
$36.8K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
794New |
$36.2K - $37.2K
|
794
$36.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
754+ 9.38% |
$34.4K - $35.3K
|
8.79K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
669New |
$30.5K - $31.3K
|
669
$30.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
649+ 8.17% |
$29.6K - $30.4K
|
8.59K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
640+ 12.49% |
$29.2K - $30K
|
5.76K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
601+ 0.41% |
$27.4K - $28.1K
|
146K
$6.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
539+ 2.69% |
$24.6K - $25.2K
|
20.6K
$948K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
435+ 6.47% |
$19.8K - $20.4K
|
7.16K
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
433+ 52.48% |
$19.7K - $20.3K
|
1.26K
$57.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 8.85% |
$18K - $18.5K
|
4.86K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
385+ 2.27% |
$17.6K - $18K
|
17.3K
$799K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
340+ 17.36% |
$15.5K - $15.9K
|
2.3K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
335+ 2.05% |
$15.3K - $15.7K
|
16.7K
$769K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
280+ 1.15% |
$12.8K - $13.1K
|
24.7K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
269+ 2.81% |
$12.3K - $12.6K
|
9.86K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
231+ 4.45% |
$10.5K - $10.8K
|
5.42K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
177+ 1.26% |
$8.07K - $8.29K
|
14.2K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
168+ 0.72% |
$7.66K - $7.87K
|
23.5K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
160+ 0.8% |
$7.3K - $7.49K
|
20.3K
$933K
|