Purchases and Sales Made in Q4 2021 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.6K+ 32.22% |
$800K - $809K
|
64.1K
$2.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.6K+ 29.68% |
$798K - $807K
|
68.1K
$3.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.3KNew |
$732K - $740K
|
14.3K
$658K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.2K+ 194.9% |
$729K - $737K
|
21.5K
$991K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.7K+ 67.57% |
$700K - $708K
|
33.9K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
13.2K+ 61.82% |
$677K - $684K
|
34.6K
$1.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 81.11% |
$671K - $679K
|
29.3K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
12KNew |
$615K - $621K
|
12K
$553K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.9K+ 220.96% |
$610K - $617K
|
17.3K
$797K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
11.9KNew |
$609K - $615K
|
11.9K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$589K - $595K
|
11.5K
$529K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
10.9KNew |
$558K - $564K
|
10.9K
$502K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
10.9KNew |
$558K - $564K
|
10.9K
$502K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
9.8K+ 23.34% |
$502K - $508K
|
51.8K
$2.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.78KNew |
$501K - $507K
|
9.78K
$450K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.65KNew |
$495K - $500K
|
9.65K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
9.63K+ 0.79% |
$493K - $499K
|
1.22M
$56.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.49K+ 5.7% |
$487K - $492K
|
176K
$8.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
9.2KNew |
$472K - $477K
|
9.2K
$424K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
9.15KNew |
$469K - $474K
|
9.15K
$421K
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
9.13K+ 14.11% |
$468K - $473K
|
73.9K
$3.4M
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
7.63KNew |
$391K - $395K
|
7.63K
$352K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.46KNew |
$382K - $387K
|
7.46K
$344K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.99K+ 120.84% |
$358K - $362K
|
12.8K
$589K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.71KNew |
$344K - $348K
|
6.71K
$309K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.46K+ 112.82% |
$331K - $335K
|
12.2K
$561K
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.39KNew |
$327K - $331K
|
6.39K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.31K+ 16.89% |
$323K - $327K
|
43.7K
$2.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.3KNew |
$323K - $326K
|
6.3K
$290K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.23K+ 106.7% |
$319K - $323K
|
12.1K
$556K
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
6.04KNew |
$310K - $313K
|
6.04K
$278K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.83K+ 17.17% |
$299K - $302K
|
39.8K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.63K+ 1.28% |
$288K - $291K
|
444K
$20.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.58KNew |
$286K - $289K
|
5.58K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.52KNew |
$283K - $286K
|
5.52K
$254K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.37KNew |
$275K - $278K
|
5.37K
$247K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5.25K+ 192.59% |
$269K - $272K
|
7.98K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.2KNew |
$266K - $269K
|
5.2K
$239K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
5.09KNew |
$261K - $263K
|
5.09K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.69K+ 476.81% |
$240K - $243K
|
5.67K
$261K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
4.62KNew |
$237K - $239K
|
4.62K
$213K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.43KNew |
$227K - $230K
|
4.43K
$204K
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.36KNew |
$224K - $226K
|
4.36K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.27K+ 17.21% |
$219K - $221K
|
29.1K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.25K+ 1706.02% |
$218K - $220K
|
4.5K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.15K+ 1.5% |
$213K - $215K
|
280K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.06K+ 11.28% |
$208K - $210K
|
40K
$1.84M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.93KNew |
$201K - $203K
|
3.93K
$181K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
3.92KNew |
$201K - $203K
|
3.92K
$180K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.67K+ 73.7% |
$188K - $190K
|
8.65K
$398K
|