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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
31,943
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Added 42.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
31,546
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
29,382
shares
|
$1.34 Million
0.11% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
28,451
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
27,621
shares
|
$1.26 Million
0.49% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
26,305
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.89%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
24,788
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
24,729
shares
|
$1.13 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
24,650
shares
|
$1.12 Million
0.21% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
24,349
shares
|
$1.11 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
24,245
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
24,114
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
24,089
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
23,011
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
22,824
shares
|
$1.04 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,747
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
22,703
shares
|
$1.03 Million
1.28% of portfolio
|
Q2 2022
Added 3.24%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
22,049
shares
|
$1 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,644
shares
|
$985,234
0.01% of portfolio
|
Q3 2023
Reduced 2.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,495
shares
|
$978,452
0.03% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
20,991
shares
|
$955,510
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,959
shares
|
$954,053
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
20,953
shares
|
$953,780
0.06% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
20,801
shares
|
$946,861
0.5% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,680
shares
|
$941,353
0.71% of portfolio
|
Q3 2024
Reduced 80.09%
|