Latest Institutional Purchases of Spdr Nuveen Bloomberg Municipa (TFI)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$2.86K - $2.97K
|
63
$2.88K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$545 - $567
|
12
$548
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$182 - $189
|
4
$183
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 7.5% |
$136 - $142
|
43
$1.96K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$458K - $487K
|
10.5K
$481K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.74KNew |
$423K - $450K
|
9.74K
$445K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
9.54KNew |
$415K - $441K
|
9.54K
$436K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.13KNew |
$353K - $376K
|
8.13K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.45KNew |
$280K - $298K
|
6.45K
$295K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.93KNew |
$258K - $274K
|
5.93K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.59KNew |
$243K - $259K
|
5.59K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
5.23KNew |
$227K - $242K
|
5.23K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.66KNew |
$202K - $215K
|
4.66K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.63KNew |
$201K - $214K
|
4.63K
$211K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.48KNew |
$195K - $207K
|
4.48K
$205K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
4.4KNew |
$191K - $203K
|
4.4K
$201K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
4.03K+ 1975.0% |
$175K - $186K
|
4.23K
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
676New |
$29.4K - $31.3K
|
676
$30.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
598+ 10.58% |
$26K - $27.7K
|
6.25K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
320New |
$13.9K - $14.8K
|
320
$14.6K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
312New |
$13.6K - $14.4K
|
312
$14.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
292+ 100.0% |
$12.7K - $13.5K
|
584
$26.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
204New |
$8.87K - $9.43K
|
204
$9.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
154+ 181.18% |
$6.7K - $7.12K
|
239
$10.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
64New |
$2.78K - $2.96K
|
64
$2.92K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
51+ 1.05% |
$2.22K - $2.36K
|
4.91K
$224K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
25New |
$1.09K - $1.16K
|
25
$1.14K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10New |
$435 - $462
|
10
$457
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
7New |
$304 - $324
|
7
$320
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
897KNew |
$39.4M - $42.4M
|
897K
$41M
|
|
|
Nov 01, 2022
Q3 2022
|
Investment Management Associates Inc
|
BUY
|
- |
91.6KNew |
$4.02M - $4.32M
|
91.6K
$4.19M
|
|
|
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
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
80.6KNew |
$3.54M - $3.8M
|
80.6K
$3.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
79.7KNew |
$3.5M - $3.76M
|
79.7K
$3.64M
|
|
|
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 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21.2K+ 29.2% |
$930K - $1M
|
93.7K
$4.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
21K+ 49.89% |
$922K - $992K
|
63.1K
$2.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
12KNew |
$527K - $567K
|
12K
$548K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
12KNew |
$527K - $567K
|
12K
$548K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.9KNew |
$477K - $513K
|
10.9K
$496K
|
|
|
Aug 13, 2025
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
7.15KNew |
$314K - $338K
|
7.15K
$327K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.57K+ 38.67% |
$288K - $310K
|
23.5K
$1.08M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.44KNew |
$283K - $304K
|
6.44K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69KNew |
$250K - $269K
|
5.69K
$260K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
5.35KNew |
$235K - $253K
|
5.35K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.33KNew |
$234K - $251K
|
5.33K
$243K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.05KNew |
$46.1K - $49.6K
|
1.05K
$48K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$43.9K - $47.2K
|
1K
$45.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
107+ 2.04% |
$4.7K - $5.05K
|
5.36K
$245K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
90New |
$3.95K - $4.25K
|
90
$4.11K
|
|