Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.87M+ 57.74% |
$253M - $277M
|
16M
$728M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.07M+ 40.1% |
$89M - $97.4M
|
7.22M
$327M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
986K+ 459.68% |
$42.4M - $46.4M
|
1.2M
$54.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
616K+ 269.91% |
$26.5M - $29M
|
844K
$38.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 4.2% |
$20.8M - $22.8M
|
12M
$544M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
482K+ 4.19% |
$20.8M - $22.7M
|
12M
$544M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
467KNew |
$20.1M - $22M
|
467K
$21.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
390K+ 49.97% |
$16.8M - $18.4M
|
1.17M
$53.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
338KNew |
$14.5M - $15.9M
|
338K
$15.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
319KNew |
$13.7M - $15M
|
319K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
259KNew |
$11.1M - $12.2M
|
259K
$11.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
206K+ 83.12% |
$8.85M - $9.69M
|
453K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
204KNew |
$8.8M - $9.63M
|
204K
$9.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
189K+ 177.98% |
$8.14M - $8.91M
|
295K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
163KNew |
$7.04M - $7.7M
|
163K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
135KNew |
$5.8M - $6.35M
|
135K
$6.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 11.43% |
$5.19M - $5.68M
|
1.18M
$53.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
101K+ 26.34% |
$4.34M - $4.75M
|
484K
$21.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
91.6K+ 80.82% |
$3.94M - $4.32M
|
205K
$9.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86.7K+ 563.02% |
$3.73M - $4.08M
|
102K
$4.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
85.7K+ 59.13% |
$3.69M - $4.04M
|
231K
$10.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
83.6K+ 100.29% |
$3.6M - $3.94M
|
167K
$7.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.6K+ 28.55% |
$3.6M - $3.94M
|
377K
$17.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
76.5K+ 62.76% |
$3.29M - $3.61M
|
198K
$9M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69.2K+ 1.74% |
$2.98M - $3.26M
|
4.06M
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.1K+ 131.73% |
$2.98M - $3.26M
|
122K
$5.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
67.1K+ 190.35% |
$2.89M - $3.16M
|
102K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.1K+ 24.41% |
$2.63M - $2.88M
|
311K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.6K+ 83.63% |
$2.22M - $2.43M
|
113K
$5.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
51.2K+ 885.7% |
$2.2M - $2.41M
|
56.9K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.7K+ 129.72% |
$2.01M - $2.2M
|
82.7K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.2K+ 17.28% |
$1.81M - $1.99M
|
286K
$13M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40.2K+ 15.0% |
$1.73M - $1.89M
|
308K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
39.5KNew |
$1.7M - $1.86M
|
39.5K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
36.6KNew |
$1.58M - $1.72M
|
36.6K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.6K+ 223.59% |
$1.57M - $1.72M
|
52.9K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34K+ 158.88% |
$1.46M - $1.6M
|
55.3K
$2.51M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
29.4KNew |
$1.27M - $1.38M
|
29.4K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.3K+ 22.4% |
$1.26M - $1.38M
|
160K
$7.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29.2K+ 48.77% |
$1.26M - $1.37M
|
88.9K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
27.4K+ 44.45% |
$1.18M - $1.29M
|
88.9K
$4.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
26.5KNew |
$1.14M - $1.25M
|
26.5K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.1K+ 24.57% |
$1.12M - $1.23M
|
132K
$6M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25.4K+ 93.77% |
$1.09M - $1.2M
|
52.5K
$2.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
24.7KNew |
$1.06M - $1.17M
|
24.7K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
24.5KNew |
$1.06M - $1.16M
|
24.5K
$1.11M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
22.7KNew |
$979K - $1.07M
|
22.7K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
22.6K+ 194.18% |
$972K - $1.06M
|
34.2K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
22.5K+ 53.01% |
$967K - $1.06M
|
64.8K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.5K+ 135.21% |
$881K - $964K
|
35.6K
$1.61M
|