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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,644
shares
|
$993,459
0.01% of portfolio
|
Q3 2023
Reduced 2.41%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
21,257
shares
|
$975,696
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
21,131
shares
|
$969,912
0.11% of portfolio
|
Q4 2024
Reduced 52.1%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
20,976
shares
|
$962,798
0.01% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
20,953
shares
|
$961,742
0.06% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
20,500
shares
|
$940,950
0.05% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
20,453
shares
|
$938,792
0.05% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
20,176
shares
|
$926,078
0.08% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
20,120
shares
|
$923,508
0.0% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
19,895
shares
|
$913,180
0.03% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
19,775
shares
|
$907,672
0.48% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
19,428
shares
|
$891,745
0.01% of portfolio
|
Q4 2024
Added 275.64%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
19,282
shares
|
$885,043
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
18,700
shares
|
$858,330
0.02% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18,630
shares
|
$855,117
0.0% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
18,594
shares
|
$853,464
0.44% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
18,464
shares
|
$847,497
0.01% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
18,419
shares
|
$845,432
0.32% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,407
shares
|
$844,881
0.49% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
18,350
shares
|
$842,265
0.42% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
18,144
shares
|
$832,809
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
18,119
shares
|
$831,662
0.02% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
17,968
shares
|
$824,731
0.24% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
17,730
shares
|
$813,807
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
17,709
shares
|
$812,843
0.33% of portfolio
|
Q4 2024
Added 6.8%
|