Purchases and Sales Made in Q1 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
4.4KNew |
$200K - $208K
|
4.4K
$200K
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.37KNew |
$198K - $206K
|
4.37K
$199K
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
4.31K+ 17.98% |
$196K - $203K
|
28.3K
$1.29M
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.29KNew |
$195K - $203K
|
4.29K
$195K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.27K+ 4.91% |
$194K - $201K
|
91.2K
$4.15M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.18K+ 47.46% |
$190K - $197K
|
13K
$591K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.95K+ 1.95% |
$179K - $187K
|
207K
$9.42M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 1.29% |
$158K - $164K
|
273K
$12.4M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.45K+ 20.64% |
$157K - $163K
|
20.2K
$919K
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.41KNew |
$155K - $161K
|
3.41K
$155K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.4KNew |
$155K - $161K
|
3.4K
$155K
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
2.89K+ 4.68% |
$131K - $136K
|
64.6K
$2.94M
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.83K+ 11.07% |
$128K - $134K
|
28.4K
$1.29M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.7K+ 8.96% |
$123K - $127K
|
32.8K
$1.49M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
2.29K+ 0.6% |
$104K - $108K
|
386K
$17.6M
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.16K+ 5.83% |
$98.1K - $102K
|
39.2K
$1.79M
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.11K+ 10.35% |
$95.7K - $99.5K
|
22.5K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.97K+ 22.14% |
$89.5K - $93.1K
|
10.9K
$495K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 2.15% |
$75.8K - $78.8K
|
79.2K
$3.61M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.6K+ 5.85% |
$72.6K - $75.5K
|
28.9K
$1.32M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 0.41% |
$70.6K - $73.4K
|
380K
$17.3M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
1.53K+ 3.37% |
$69.2K - $72K
|
46.8K
$2.13M
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.36K+ 2.96% |
$61.9K - $64.4K
|
47.4K
$2.16M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.36K+ 1056.59% |
$61.9K - $64.3K
|
1.49K
$67.9K
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.3K+ 15.36% |
$59K - $61.3K
|
9.76K
$444K
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 2.99% |
$51.3K - $53.4K
|
39K
$1.77M
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.08K+ 15.78% |
$48.9K - $50.8K
|
7.89K
$359K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01KNew |
$45.7K - $47.5K
|
1.01K
$45.8K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
983+ 4915.0% |
$44.6K - $46.4K
|
1K
$45.7K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
942+ 1544.26% |
$42.8K - $44.5K
|
1K
$45.7K
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
942+ 3.58% |
$42.8K - $44.5K
|
27.2K
$1.24M
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
932+ 12.89% |
$42.3K - $44K
|
8.16K
$372K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
818+ 5.09% |
$37.1K - $38.6K
|
16.9K
$768K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
796+ 6.37% |
$36.1K - $37.6K
|
13.3K
$605K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
796+ 14.78% |
$36.1K - $37.6K
|
6.18K
$281K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
796+ 14.78% |
$36.1K - $37.6K
|
6.18K
$281K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
760+ 3.56% |
$34.5K - $35.9K
|
22.1K
$1.01M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
745+ 2.4% |
$33.8K - $35.2K
|
31.8K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
701+ 3.9% |
$31.8K - $33.1K
|
18.7K
$850K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
694+ 3.25% |
$31.5K - $32.8K
|
22K
$1M
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
645+ 4.56% |
$29.3K - $30.5K
|
14.8K
$674K
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
644+ 5.25% |
$29.2K - $30.4K
|
12.9K
$587K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
631+ 35.13% |
$28.6K - $29.8K
|
2.43K
$110K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
621New |
$28.2K - $29.3K
|
621
$28.3K
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
596+ 10.7% |
$27.1K - $28.1K
|
6.16K
$281K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
476New |
$21.6K - $22.5K
|
476
$21.7K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
470+ 2.2% |
$21.3K - $22.2K
|
21.9K
$996K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
464+ 1.32% |
$21.1K - $21.9K
|
35.7K
$1.63M
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
365+ 0.62% |
$16.6K - $17.2K
|
59K
$2.69M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
361+ 546.97% |
$16.4K - $17K
|
427
$19.4K
|