Institutional Ownership Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI). We have compiled data on the 341 institutions that hold shares in the stock, with a total of 71.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
19,021,971
shares
|
$836 Million
0.07% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
13,656,611
shares
|
$600 Million
0.04% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,087,899
shares
|
$312 Million
0.78% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,744,015
shares
|
$209 Million
0.18% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,399,619
shares
|
$149 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,017,978
shares
|
$88.7 Million
0.03% of portfolio
|
Q4 2024
Added 55.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,199,652
shares
|
$52.7 Million
0.02% of portfolio
|
Q4 2024
Added 20.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
930,692
shares
|
$40.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
757,346
shares
|
$33.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
735,778
shares
|
$32.4 Million
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
690,438
shares
|
$30.4 Million
0.09% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
572,522
shares
|
$25.2 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
524,300
shares
|
$23.1 Million
0.84% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
524,216
shares
|
$23 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
491,429
shares
|
$21.6 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
438,032
shares
|
$19.3 Million
0.0% of portfolio
|
Q4 2024
Added 23.62%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
424,225
shares
|
$18.7 Million
0.36% of portfolio
|
Q1 2025
Reduced 76.03%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
424,019
shares
|
$18.6 Million
2.89% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
419,241
shares
|
$18.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 97.78%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
418,426
shares
|
$18.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
416,343
shares
|
$18.3 Million
0.53% of portfolio
|
Q1 2025
Added 41.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
376,818
shares
|
$16.6 Million
0.8% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
342,318
shares
|
$15.1 Million
4.11% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
316,310
shares
|
$13.9 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
300,610
shares
|
$13.2 Million
0.92% of portfolio
|
Q4 2024
Added 11.0%
|