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 340 institutions that hold shares in the stock, with a total of 78.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 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 |
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
23,837
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
22,836
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
22,703
shares
|
$1.01 Million
1.28% of portfolio
|
Q2 2022
Added 3.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,644
shares
|
$967,053
0.01% of portfolio
|
Q3 2023
Reduced 2.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
20,953
shares
|
$936,180
0.06% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
20,528
shares
|
$917,191
0.56% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
20,500
shares
|
$915,940
0.05% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
20,490
shares
|
$915,493
0.35% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
20,443
shares
|
$913,393
0.1% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
20,351
shares
|
$909,282
0.03% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
20,345
shares
|
$909,014
0.01% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
20,176
shares
|
$901,463
0.08% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
20,081
shares
|
$897,219
0.02% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
19,775
shares
|
$883,547
0.48% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
19,428
shares
|
$868,043
0.01% of portfolio
|
Q4 2024
Added 275.64%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
19,422
shares
|
$867,774
0.0% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
18,996
shares
|
$848,741
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18,630
shares
|
$832,388
0.0% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
18,464
shares
|
$824,971
0.01% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
18,350
shares
|
$819,878
0.34% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
18,297
shares
|
$817,509
0.1% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
18,254
shares
|
$815,588
0.46% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
18,059
shares
|
$806,876
0.07% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
18,009
shares
|
$804,642
0.32% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,762
shares
|
$793,606
0.41% of portfolio
|
Q1 2025
Added 0.18%
|