Purchases and Sales Made in Q3 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
958KNew |
$41.8M - $44.5M
|
958K
$43.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
725K+ 4827.5% |
$31.6M - $33.7M
|
740K
$33.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
641K+ 914.42% |
$28M - $29.8M
|
711K
$32.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
573KNew |
$25M - $26.6M
|
573K
$26M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
560K+ 211.47% |
$24.4M - $26M
|
824K
$37.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
531KNew |
$23.2M - $24.7M
|
531K
$24.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
193KNew |
$8.41M - $8.95M
|
193K
$8.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
181K+ 5.96% |
$7.91M - $8.42M
|
3.22M
$146M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
169KNew |
$7.39M - $7.87M
|
169K
$7.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
146K+ 61.93% |
$6.4M - $6.81M
|
383K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
107KNew |
$4.67M - $4.97M
|
107K
$4.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
103KNew |
$4.51M - $4.8M
|
103K
$4.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
93.9K+ 25.56% |
$4.1M - $4.36M
|
461K
$20.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
90.3K+ 687.77% |
$3.94M - $4.2M
|
103K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
84.5KNew |
$3.69M - $3.93M
|
84.5K
$3.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
68.8K+ 90.55% |
$3.01M - $3.2M
|
145K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.7KNew |
$2.69M - $2.87M
|
61.7K
$2.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
61.6KNew |
$2.69M - $2.86M
|
61.6K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
59.8KNew |
$2.61M - $2.78M
|
59.8K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56K+ 1.43% |
$2.45M - $2.61M
|
3.99M
$181M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.7K+ 5.36% |
$2.35M - $2.5M
|
1.06M
$47.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
45.6K+ 350.87% |
$1.99M - $2.12M
|
58.5K
$2.65M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.6K+ 66.96% |
$1.86M - $1.98M
|
106K
$4.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
38.4K+ 4.64% |
$1.68M - $1.79M
|
866K
$39.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.4KNew |
$1.63M - $1.74M
|
37.4K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.1K+ 17.38% |
$1.58M - $1.68M
|
244K
$11.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36KNew |
$1.57M - $1.67M
|
36K
$1.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
33KNew |
$1.44M - $1.53M
|
33K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$1.03M - $1.09M
|
23.5K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.6K+ 21.09% |
$724K - $770K
|
95.1K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 16.71% |
$673K - $716K
|
108K
$4.88M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.9K+ 11.62% |
$607K - $646K
|
134K
$6.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.1K+ 5.13% |
$571K - $608K
|
268K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.1K+ 5.58% |
$530K - $564K
|
230K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.1K+ 15.58% |
$528K - $562K
|
89.7K
$4.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.67K+ 9.62% |
$422K - $450K
|
110K
$5M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7.91KNew |
$345K - $368K
|
7.91K
$358K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
7.59KNew |
$331K - $353K
|
7.59K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.57KNew |
$330K - $352K
|
7.57K
$343K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.15KNew |
$312K - $332K
|
7.15K
$324K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.12KNew |
$311K - $331K
|
7.12K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.94K+ 73.8% |
$303K - $323K
|
16.3K
$741K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6.86K+ 2.85% |
$299K - $319K
|
247K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6.78K+ 19.07% |
$296K - $315K
|
42.4K
$1.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$296K - $315K
|
6.77K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6.12K+ 27.71% |
$267K - $285K
|
28.2K
$1.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
6.03KNew |
$263K - $280K
|
6.03K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.85KNew |
$255K - $272K
|
5.85K
$265K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.62KNew |
$245K - $261K
|
5.62K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.24KNew |
$229K - $244K
|
5.24K
$238K
|