Purchases and Sales Made in Q4 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 37.21% |
$54.1K - $57.6K
|
2.1K
$95.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.29K- 57.74% |
$56.1K - $59.6K
|
944
$43K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.4K- 7.38% |
$60.8K - $64.7K
|
17.5K
$799K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 64.63% |
$62K - $65.9K
|
780
$35.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.49K- 6.52% |
$64.9K - $69K
|
21.4K
$974K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.54K- 7.12% |
$67K - $71.3K
|
20.1K
$915K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.08K- 8.93% |
$90.4K - $96.1K
|
21.2K
$966K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.14K- 47.04% |
$92.8K - $98.7K
|
2.4K
$109K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.17K- 22.47% |
$94.2K - $100K
|
7.48K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.17K- 2.67% |
$94.4K - $100K
|
79.2K
$3.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.23K- 28.59% |
$96.9K - $103K
|
5.57K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.35K- 13.28% |
$102K - $109K
|
15.3K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.43K- 8.58% |
$106K - $112K
|
25.9K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 5.86% |
$112K - $119K
|
41.3K
$1.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.61K- 8.89% |
$114K - $121K
|
26.8K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-2.75K- 0.71% |
$120K - $127K
|
384K
$17.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.76K- 41.2% |
$120K - $128K
|
3.94K
$180K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.81K- 7.05% |
$122K - $130K
|
37.1K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.18K- 21.1% |
$138K - $147K
|
11.9K
$541K
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.22K- 6.97% |
$140K - $149K
|
43K
$1.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-3.62K- 40.41% |
$157K - $167K
|
5.34K
$243K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.52K- 71.56% |
$196K - $209K
|
1.8K
$81.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.6K- 18.91% |
$200K - $213K
|
19.7K
$897K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.68K- 17.21% |
$247K - $263K
|
27.3K
$1.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.75K- 38.21% |
$250K - $266K
|
9.31K
$424K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-6.14K- 42.05% |
$267K - $284K
|
8.46K
$385K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.57K- 27.89% |
$286K - $304K
|
17K
$773K
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-6.68K- 48.02% |
$290K - $309K
|
7.23K
$329K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.75K- 18.29% |
$293K - $312K
|
30.1K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-8.23K- 11.76% |
$358K - $381K
|
61.7K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.91K- 20.17% |
$387K - $412K
|
35.2K
$1.6M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-9.13K- 13.47% |
$397K - $422K
|
58.6K
$2.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-9.51K- 6.34% |
$414K - $440K
|
141K
$6.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.56K- 12.46% |
$416K - $442K
|
67.2K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.6K- 13.13% |
$417K - $444K
|
63.5K
$2.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 10.99% |
$468K - $498K
|
87.2K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-11K- 8.16% |
$480K - $511K
|
124K
$5.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11K- 6.93% |
$480K - $511K
|
148K
$6.76M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.5K- 31.06% |
$498K - $530K
|
25.4K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 4.83% |
$537K - $571K
|
243K
$11.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-13.8K- 30.96% |
$600K - $638K
|
30.8K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15K- 22.42% |
$653K - $694K
|
52K
$2.37M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.8KClosed |
$685K - $729K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.5K- 49.53% |
$759K - $808K
|
17.8K
$810K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20K- 70.1% |
$872K - $927K
|
8.55K
$389K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.1KClosed |
$874K - $929K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21.5K- 40.79% |
$936K - $996K
|
31.2K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-22K- 40.19% |
$959K - $1.02M
|
32.8K
$1.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-22.3K- 62.43% |
$971K - $1.03M
|
13.4K
$612K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-22.6K- 52.88% |
$984K - $1.05M
|
20.2K
$918K
|