Purchases and Sales Made in Q3 2021 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2+ 0.34% |
$103 - $105
|
592
$26.9K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.43% |
$103 - $105
|
463
$21.1K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2New |
$103 - $105
|
2
$91
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.94% |
$51.6 - $52.5
|
35
$1.59K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.42% |
$51.6 - $52.5
|
240
$10.9K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 11.11% |
$51.6 - $52.5
|
10
$455
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$51.6 - $52.5
|
7.67K
$349K
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-10- 3.76% |
$516 - $525
|
256
$11.7K
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-18- 0.03% |
$928 - $945
|
59.2K
$2.7M
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-29- 0.2% |
$1.5K - $1.52K
|
14.7K
$671K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-29- 0.37% |
$1.5K - $1.52K
|
7.9K
$359K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-30- 0.07% |
$1.55K - $1.58K
|
41.8K
$1.9M
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-34- 48.57% |
$1.75K - $1.79K
|
36
$1.64K
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-35- 0.77% |
$1.8K - $1.84K
|
4.52K
$206K
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-38- 0.43% |
$1.96K - $2K
|
8.83K
$402K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-45- 0.96% |
$2.32K - $2.36K
|
4.67K
$212K
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-48- 0.83% |
$2.48K - $2.52K
|
5.75K
$262K
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.63% |
$2.58K - $2.63K
|
7.9K
$360K
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-55- 7.72% |
$2.84K - $2.89K
|
657
$29.9K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60- 0.21% |
$3.09K - $3.15K
|
28.6K
$1.3M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-64- 8.59% |
$3.3K - $3.36K
|
681
$31K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-69Closed |
$3.56K - $3.62K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-80- 0.91% |
$4.13K - $4.2K
|
8.71K
$396K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-89- 26.33% |
$4.59K - $4.67K
|
249
$11.3K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-97- 0.79% |
$5K - $5.09K
|
12.2K
$554K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 0.89% |
$5.16K - $5.25K
|
11.2K
$509K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-101- 35.56% |
$5.21K - $5.3K
|
183
$8.33K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-105- 0.55% |
$5.41K - $5.51K
|
18.9K
$859K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-106- 2.2% |
$5.47K - $5.57K
|
4.72K
$215K
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-115- 0.17% |
$5.93K - $6.04K
|
67.3K
$3.06M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-145Closed |
$7.48K - $7.61K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-147- 4.03% |
$7.58K - $7.72K
|
3.5K
$159K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-151- 1.65% |
$7.79K - $7.93K
|
9.01K
$410K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-181- 4.26% |
$9.33K - $9.5K
|
4.07K
$185K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-191- 50.53% |
$9.85K - $10K
|
187
$8.51K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-191Closed |
$9.85K - $10K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-200- 4.13% |
$10.3K - $10.5K
|
4.65K
$212K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-201Closed |
$10.4K - $10.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-243- 64.97% |
$12.5K - $12.8K
|
131
$5.96K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-256- 4.61% |
$13.2K - $13.4K
|
5.3K
$241K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-270- 9.01% |
$13.9K - $14.2K
|
2.73K
$124K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-286- 1.94% |
$14.7K - $15K
|
14.4K
$657K
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-294- 1.74% |
$15.2K - $15.4K
|
16.6K
$756K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-314Closed |
$16.2K - $16.5K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-394Closed |
$20.3K - $20.7K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-397- 14.45% |
$20.5K - $20.8K
|
2.35K
$107K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-420- 2.84% |
$21.7K - $22.1K
|
14.4K
$654K
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-425- 3.42% |
$21.9K - $22.3K
|
12K
$546K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-435- 6.57% |
$22.4K - $22.8K
|
6.19K
$282K
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-450- 6.2% |
$23.2K - $23.6K
|
6.81K
$310K
|