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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
20,609
shares
|
$938,121
0.0% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
20,581
shares
|
$936,847
0.28% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
20,500
shares
|
$933,160
0.05% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
Cumberland Advisors Inc
|
Oct 16, 2024 Q3 2024 |
20,445
shares
|
$930,656
0.38% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
20,257
shares
|
$922,098
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
20,201
shares
|
$919,549
0.13% of portfolio
|
Q3 2024
Added 29.84%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
20,053
shares
|
$912,812
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
20,017
shares
|
$911,173
0.03% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
19,936
shares
|
$907,486
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
19,775
shares
|
$900,158
0.48% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
19,518
shares
|
$888,459
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
19,385
shares
|
$882,405
0.5% of portfolio
|
Q2 2024
Added 3.72%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
19,282
shares
|
$877,716
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
19,116
shares
|
$870,160
0.35% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
18,898
shares
|
$860,236
0.36% of portfolio
|
Q3 2024
Reduced 24.72%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
18,675
shares
|
$850,086
0.33% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,655
shares
|
$849,175
0.04% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,544
shares
|
$844,122
0.04% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
18,464
shares
|
$840,481
0.01% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
18,436
shares
|
$839,206
0.0% of portfolio
|
Q3 2024
Added 65.75%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
18,382
shares
|
$836,748
0.42% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
17,956
shares
|
$817,357
0.0% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
17,345
shares
|
$789,544
0.57% of portfolio
|
Q3 2024
Added 164.12%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
17,345
shares
|
$789,544
0.3% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
16,739
shares
|
$761,959
0.36% of portfolio
|
Q3 2024
New holding
|