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 336 institutions that hold shares in the stock, with a total of 63.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,830
shares
|
$540,512
0.05% of portfolio
|
Q2 2025
Reduced 50.75%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
11,754
shares
|
$537,040
0.0% of portfolio
|
Q2 2025
Added 26.28%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
11,750
shares
|
$536,857
0.26% of portfolio
|
Q2 2022
Reduced 2.73%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
11,571
shares
|
$528,678
0.33% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
11,510
shares
|
$525,891
0.31% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
11,442
shares
|
$522,784
0.31% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
11,371
shares
|
$519,540
0.01% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
11,342
shares
|
$518,215
0.23% of portfolio
|
Q3 2025
Reduced 19.0%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
11,100
shares
|
$507,159
0.15% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
10,950
shares
|
$500,305
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,602
shares
|
$484,405
0.01% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
10,555
shares
|
$482,257
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,317
shares
|
$471,383
0.01% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
10,285
shares
|
$469,921
0.07% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
9,930
shares
|
$453,701
0.15% of portfolio
|
Q3 2025
Reduced 24.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,622
shares
|
$439,629
0.01% of portfolio
|
Q2 2025
Reduced 57.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
9,526
shares
|
$435,242
0.0% of portfolio
|
Q3 2025
Added 36.73%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
9,275
shares
|
$423,774
0.26% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
8,863
shares
|
$404,950
0.02% of portfolio
|
Q1 2025
Added 780.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,688
shares
|
$396,954
0.0% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
8,614
shares
|
$393,573
0.08% of portfolio
|
Q3 2025
Reduced 33.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,375
shares
|
$382,653
0.0% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
8,173
shares
|
$373,424
0.02% of portfolio
|
Q3 2025
Added 47.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,166
shares
|
$373,104
0.01% of portfolio
|
Q3 2025
Added 48.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
7,943
shares
|
$362,915
0.03% of portfolio
|
Q3 2024
Added 73.96%
|
|