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 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.88K- 96.07% |
$177K - $182K
|
159
$7.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.79K- 3.74% |
$218K - $224K
|
123K
$5.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.82K- 14.09% |
$220K - $226K
|
29.4K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.97K- 1.68% |
$227K - $233K
|
291K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.37K- 28.65% |
$245K - $251K
|
13.4K
$616K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.94K- 10.91% |
$271K - $278K
|
48.5K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-6.08K- 3.86% |
$277K - $285K
|
151K
$6.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-6.21K- 24.72% |
$283K - $291K
|
18.9K
$870K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.32K- 2.02% |
$288K - $296K
|
307K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.4K- 5.12% |
$292K - $300K
|
119K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.56K- 2.94% |
$299K - $307K
|
216K
$9.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-7.59K- 11.73% |
$346K - $356K
|
57.1K
$2.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.1K- 14.38% |
$370K - $380K
|
48.3K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.3K- 51.44% |
$378K - $389K
|
7.83K
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.39K- 39.41% |
$428K - $440K
|
14.4K
$665K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 28.89% |
$487K - $500K
|
26.3K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 10.79% |
$504K - $518K
|
91.3K
$4.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-14.6K- 3.24% |
$666K - $684K
|
436K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 12.52% |
$675K - $693K
|
103K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 11.84% |
$714K - $733K
|
117K
$5.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.1K- 58.32% |
$780K - $801K
|
12.2K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17.7K- 2.21% |
$809K - $831K
|
785K
$36.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-17.9K- 9.6% |
$817K - $839K
|
169K
$7.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18K- 46.82% |
$823K - $845K
|
20.5K
$944K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.8K- 79.82% |
$857K - $880K
|
4.75K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.3K- 3.3% |
$926K - $951K
|
596K
$27.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.1K- 29.57% |
$960K - $986K
|
50.2K
$2.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-21.9K- 4.14% |
$1M - $1.03M
|
508K
$23.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22.2K- 10.86% |
$1.01M - $1.04M
|
182K
$8.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-23.8K- 3.35% |
$1.09M - $1.11M
|
686K
$31.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-30.1K- 19.15% |
$1.37M - $1.41M
|
127K
$5.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-30.7K- 20.68% |
$1.4M - $1.44M
|
118K
$5.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-33.9K- 17.76% |
$1.55M - $1.59M
|
157K
$7.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-55K- 17.7% |
$2.51M - $2.57M
|
256K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-56.9K- 0.82% |
$2.59M - $2.66M
|
6.85M
$315M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-83.2K- 80.09% |
$3.79M - $3.9M
|
20.7K
$953K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-89.7K- 31.95% |
$4.09M - $4.2M
|
191K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-120K- 14.21% |
$5.48M - $5.62M
|
725K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-123K- 43.89% |
$5.6M - $5.75M
|
157K
$7.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-191K- 26.44% |
$8.72M - $8.96M
|
532K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-459K- 11.45% |
$20.9M - $21.5M
|
3.55M
$163M
|