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 343 institutions that hold shares in the stock, with a total of 72.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
35,257
shares
|
$1.62 Million
0.28% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
35,192
shares
|
$1.62 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
35,040
shares
|
$1.61 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
34,728
shares
|
$1.59 Million
0.31% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
33,558
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
33,135
shares
|
$1.52 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
31,959
shares
|
$1.47 Million
0.14% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
30,569
shares
|
$1.4 Million
0.11% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
29,946
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
29,016
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
28,444
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Added 40.42%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
27,252
shares
|
$1.25 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
26,949
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 63.04%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
26,272
shares
|
$1.21 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
24,729
shares
|
$1.14 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
24,582
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,466
shares
|
$1.12 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
24,262
shares
|
$1.11 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
24,089
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
23,880
shares
|
$1.1 Million
0.12% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
23,596
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 38.98%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
23,475
shares
|
$1.08 Million
0.43% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
22,722
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
22,703
shares
|
$1.04 Million
1.28% of portfolio
|
Q2 2022
Added 3.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
22,038
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 52.62%
|