Institutional Ownership Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI). We have compiled data on the 323 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,005,638
shares
|
$820 Million
0.07% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
11,523,939
shares
|
$525 Million
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,847,227
shares
|
$312 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,602,361
shares
|
$209 Million
0.19% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,548,891
shares
|
$162 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,710,414
shares
|
$77.9 Million
1.85% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,299,308
shares
|
$59.1 Million
0.02% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,262,263
shares
|
$57.5 Million
0.03% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
996,234
shares
|
$45.3 Million
0.02% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
785,219
shares
|
$35.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
725,292
shares
|
$33 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
685,848
shares
|
$31.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
595,626
shares
|
$27.1 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
572,522
shares
|
$26.1 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
532,139
shares
|
$24.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.44%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
508,379
shares
|
$23.1 Million
0.92% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
436,419
shares
|
$19.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
411,400
shares
|
$18.7 Million
3.08% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
380,574
shares
|
$17.3 Million
0.03% of portfolio
|
Q3 2024
Added 167.98%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
370,865
shares
|
$16.9 Million
0.81% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
354,350
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
340,048
shares
|
$15.5 Million
4.13% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
326,417
shares
|
$14.9 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
307,572
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 34.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
306,829
shares
|
$14 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.02%
|