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 342 institutions that hold shares in the stock, with a total of 64.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
16,447
shares
|
$751,463
0.08% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
16,318
shares
|
$745,569
0.32% of portfolio
|
Q4 2025
Added 3.1%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
16,304
shares
|
$744,929
0.25% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
16,279
shares
|
$743,787
0.22% of portfolio
|
Q4 2025
Reduced 13.58%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
16,137
shares
|
$737,299
0.01% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
15,471
shares
|
$706,869
0.2% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,615
shares
|
$667,759
0.15% of portfolio
|
Q2 2023
Added 7.59%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
14,485
shares
|
$661,819
0.31% of portfolio
|
Q4 2025
Reduced 7.05%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
14,259
shares
|
$651,493
0.02% of portfolio
|
Q3 2025
Reduced 40.59%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
14,238
shares
|
$650,534
0.09% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
14,035
shares
|
$641,259
0.02% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
13,805
shares
|
$630,750
0.0% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,755
shares
|
$628,465
0.0% of portfolio
|
Q3 2025
Reduced 41.19%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
13,752
shares
|
$628,328
0.99% of portfolio
|
Q3 2023
Reduced 1.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
13,561
shares
|
$619,602
0.0% of portfolio
|
Q3 2025
Reduced 30.18%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,561
shares
|
$619,602
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
13,543
shares
|
$618,779
0.21% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
13,152
shares
|
$600,914
0.54% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
12,912
shares
|
$589,949
0.0% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
12,707
shares
|
$580,582
0.02% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
12,628
shares
|
$576,973
0.19% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
12,501
shares
|
$571,170
0.02% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,351
shares
|
$564,317
0.0% of portfolio
|
Q3 2025
Added 15.58%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
12,223
shares
|
$558,468
0.05% of portfolio
|
Q4 2025
Reduced 3.91%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,830
shares
|
$540,512
0.05% of portfolio
|
Q2 2025
Reduced 50.75%
|
|