Latest Institutional Transactions on Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
204New |
$8.87K - $9.43K
|
204
$9.32K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-750- 38.66% |
$32.6K - $34.7K
|
1.19K
$54.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-580- 3.74% |
$25.2K - $26.8K
|
14.9K
$682K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-464- 2.53% |
$20.2K - $21.5K
|
17.9K
$818K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.74KNew |
$423K - $450K
|
9.74K
$445K
|
|
| Q3 2022 | |||||||
|
Aug 13, 2025
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
7.15KNew |
$314K - $338K
|
7.15K
$327K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-303Closed |
$13.3K - $14.3K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.57K+ 38.67% |
$288K - $310K
|
23.5K
$1.08M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.9KNew |
$477K - $513K
|
10.9K
$496K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.41% |
$43.9 - $47.2
|
245
$11.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$43.9K - $47.2K
|
1K
$45.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
897KNew |
$39.4M - $42.4M
|
897K
$41M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-82.3K- 21.74% |
$3.61M - $3.89M
|
296K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
80.6KNew |
$3.54M - $3.8M
|
80.6K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.33KNew |
$234K - $251K
|
5.33K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
88.7K+ 281.83% |
$3.9M - $4.19M
|
120K
$5.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21.2K+ 29.2% |
$930K - $1M
|
93.7K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69KNew |
$250K - $269K
|
5.69K
$260K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
107+ 2.04% |
$4.7K - $5.05K
|
5.36K
$245K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50.5K+ 312.79% |
$2.22M - $2.38M
|
66.6K
$3.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-34.9K- 46.22% |
$1.53M - $1.65M
|
40.6K
$1.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
21K+ 49.89% |
$922K - $992K
|
63.1K
$2.88M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.34K- 53.83% |
$234K - $252K
|
4.58K
$209K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
12KNew |
$527K - $567K
|
12K
$548K
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
79.7KNew |
$3.5M - $3.76M
|
79.7K
$3.64M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
12KNew |
$527K - $567K
|
12K
$548K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$1.14K - $1.23K
|
26
$1.19K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-837- 87.64% |
$36.8K - $39.5K
|
118
$5.39K
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-12.4K- 69.51% |
$546K - $587K
|
5.46K
$249K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3K- 33.33% |
$132K - $142K
|
6K
$274K
|
|
|
Nov 01, 2022
Q3 2022
|
Investment Management Associates Inc
|
BUY
|
- |
91.6KNew |
$4.02M - $4.32M
|
91.6K
$4.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.36K- 17.3% |
$59.7K - $64.2K
|
6.5K
$297K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1K- 1.8% |
$43.9K - $47.2K
|
54.7K
$2.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-467- 2.56% |
$20.5K - $22K
|
17.8K
$812K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 11.43% |
$8.78K - $9.44K
|
1.55K
$70.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.8K- 74.1% |
$387K - $416K
|
3.08K
$141K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.16K- 40.93% |
$50.9K - $54.8K
|
1.67K
$76.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-383- 5.9% |
$16.8K - $18.1K
|
6.11K
$279K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-9K- 37.5% |
$395K - $425K
|
15K
$685K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.66K- 32.49% |
$205K - $220K
|
9.68K
$442K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
90New |
$3.95K - $4.25K
|
90
$4.11K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.05KNew |
$46.1K - $49.6K
|
1.05K
$48K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.16K- 45.95% |
$315K - $338K
|
8.43K
$385K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
5.35KNew |
$235K - $253K
|
5.35K
$244K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.44KNew |
$283K - $304K
|
6.44K
$294K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
52New |
$2.28K - $2.45K
|
52
$2.38K
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6.15K- 22.91% |
$270K - $290K
|
20.7K
$946K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.73K- 2.8% |
$75.9K - $81.6K
|
60.1K
$2.75M
|
|
| Q2 2022 | |||||||
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-52.6KClosed |
$2.37M - $2.52M
|
0
$0
|
|