Purchases and Sales Made in Q4 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
204+ 2.78% |
$8.87K - $9.43K
|
7.55K
$345K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
204New |
$8.87K - $9.43K
|
204
$9.32K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
173New |
$7.52K - $8K
|
173
$7.9K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
154+ 181.18% |
$6.7K - $7.12K
|
239
$10.9K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
154New |
$6.7K - $7.12K
|
154
$7.04K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
144New |
$6.26K - $6.66K
|
144
$6.58K
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
124+ 1.85% |
$5.39K - $5.73K
|
6.82K
$312K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
90New |
$3.91K - $4.16K
|
90
$4.11K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
64New |
$2.78K - $2.96K
|
64
$2.92K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60+ 1000.0% |
$2.61K - $2.77K
|
66
$3.02K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53New |
$2.3K - $2.45K
|
53
$2.42K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
51+ 1.05% |
$2.22K - $2.36K
|
4.91K
$224K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
49+ 46.23% |
$2.13K - $2.27K
|
155
$7.08K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
43+ 0.69% |
$1.87K - $1.99K
|
6.32K
$289K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37New |
$1.61K - $1.71K
|
37
$1.69K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
25New |
$1.09K - $1.16K
|
25
$1.14K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22New |
$957 - $1.02K
|
22
$1.01K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10New |
$435 - $462
|
10
$457
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 2.47% |
$391 - $416
|
373
$17K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.12% |
$348 - $370
|
6.79K
$310K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
7New |
$304 - $324
|
7
$320
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.05% |
$217 - $231
|
9.38K
$428K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.27% |
$43.5 - $46.2
|
80
$3.66K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$43.5 - $46.2
|
1
$45.7
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.02% |
$43.5 - $46.2
|
5.73K
$262K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-14- 0.27% |
$609 - $647
|
5.23K
$239K
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-30- 0.23% |
$1.3K - $1.39K
|
12.9K
$589K
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.65% |
$3.26K - $3.47K
|
11.5K
$524K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-84- 20.0% |
$3.65K - $3.88K
|
336
$15.4K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-87- 0.56% |
$3.78K - $4.02K
|
15.5K
$706K
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-192- 0.42% |
$8.35K - $8.88K
|
46K
$2.1M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-248- 3.48% |
$10.8K - $11.5K
|
6.87K
$314K
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-257- 1.71% |
$11.2K - $11.9K
|
14.8K
$676K
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-277- 5.06% |
$12K - $12.8K
|
5.2K
$237K
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-300- 2.26% |
$13K - $13.9K
|
13K
$594K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-400- 1.26% |
$17.4K - $18.5K
|
31.5K
$1.44M
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-441- 4.61% |
$19.2K - $20.4K
|
9.12K
$417K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-453- 7.22% |
$19.7K - $20.9K
|
5.82K
$266K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-464- 2.53% |
$20.2K - $21.5K
|
17.9K
$818K
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-580- 3.74% |
$25.2K - $26.8K
|
14.9K
$682K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-616- 4.5% |
$26.8K - $28.5K
|
13.1K
$598K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-660- 91.54% |
$28.7K - $30.5K
|
61
$2.79K
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-662- 6.8% |
$28.8K - $30.6K
|
9.08K
$415K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-750- 2.01% |
$32.6K - $34.7K
|
36.5K
$1.67M
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-750- 38.66% |
$32.6K - $34.7K
|
1.19K
$54.4K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-788- 0.05% |
$34.3K - $36.4K
|
1.47M
$67.4M
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-958- 16.74% |
$41.7K - $44.3K
|
4.76K
$218K
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.11K- 9.01% |
$48.3K - $51.4K
|
11.2K
$513K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.2K- 8.2% |
$52.1K - $55.4K
|
13.4K
$612K
|