Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2023. 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 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.3K- 17.15% |
$56K - $61.3K
|
6.29K
$287K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.32K- 10.27% |
$56.7K - $62.1K
|
11.5K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.41K- 6.63% |
$60.5K - $66.2K
|
19.8K
$904K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.41K- 55.46% |
$60.6K - $66.3K
|
1.13K
$51.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.45K- 6.05% |
$62.5K - $68.4K
|
22.5K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.77K- 3.04% |
$76.1K - $83.3K
|
56.3K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.85K- 19.68% |
$79.8K - $87.4K
|
7.57K
$346K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 5.24% |
$83.9K - $91.8K
|
35.2K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2K- 8.12% |
$86.1K - $94.2K
|
22.6K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.21K- 6.6% |
$95.2K - $104K
|
31.3K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.56K- 8.61% |
$110K - $121K
|
27.2K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.6K- 24.99% |
$112K - $122K
|
7.79K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.6K- 56.52% |
$112K - $123K
|
2K
$91.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.77K- 38.48% |
$119K - $131K
|
4.43K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.86K- 9.89% |
$166K - $182K
|
35.2K
$1.61M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-4.23K- 30.59% |
$182K - $199K
|
9.6K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.31K- 75.61% |
$186K - $203K
|
1.39K
$63.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.38K- 5.29% |
$189K - $207K
|
78.5K
$3.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.09K- 15.27% |
$219K - $240K
|
28.2K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-5.28K- 3.01% |
$227K - $249K
|
170K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.62K- 16.34% |
$242K - $265K
|
28.8K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.76K- 28.51% |
$248K - $272K
|
14.4K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.2K- 26.39% |
$267K - $292K
|
17.3K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.52K- 35.35% |
$281K - $307K
|
11.9K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-6.94K- 28.15% |
$299K - $327K
|
17.7K
$810K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.29K- 18.33% |
$314K - $343K
|
32.5K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.63K- 33.18% |
$328K - $360K
|
15.4K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.68K- 6.35% |
$330K - $362K
|
113K
$5.17M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.69K- 5.76% |
$331K - $362K
|
126K
$5.75M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-8.39K- 29.58% |
$361K - $395K
|
20K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.69K- 28.42% |
$374K - $410K
|
21.9K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-9.16K- 19.12% |
$394K - $432K
|
38.8K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-9.63K- 34.12% |
$415K - $454K
|
18.6K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-11K- 1.23% |
$473K - $518K
|
883K
$40.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-14K- 11.22% |
$604K - $661K
|
111K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-14.2K- 99.13% |
$610K - $668K
|
125
$5.71K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-16.7K- 7.54% |
$717K - $785K
|
204K
$9.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-17.1K- 16.59% |
$737K - $807K
|
86.1K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17.5K- 2.22% |
$752K - $823K
|
770K
$35.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-18.3K- 10.84% |
$790K - $865K
|
151K
$6.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-19.3K- 13.73% |
$832K - $911K
|
121K
$5.55M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-21.3K- 42.05% |
$917K - $1M
|
29.4K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-22.2K- 43.25% |
$955K - $1.04M
|
29.1K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22.6K- 70.26% |
$971K - $1.06M
|
9.55K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28.1K- 63.6% |
$1.21M - $1.32M
|
16.1K
$735K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-32K- 39.9% |
$1.38M - $1.51M
|
48.2K
$2.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-33K- 0.8% |
$1.42M - $1.55M
|
4.08M
$186M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34K- 8.41% |
$1.46M - $1.6M
|
370K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-34K- 3.93% |
$1.46M - $1.6M
|
832K
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.8K- 38.82% |
$1.5M - $1.64M
|
54.9K
$2.51M
|