Purchases and Sales Made in Q2 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG MUNICIPA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.18K- 0.32% |
$144K - $150K
|
1M
$45M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.18K- 21.47% |
$144K - $150K
|
11.6K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.35K- 13.93% |
$152K - $158K
|
20.7K
$928K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.92K- 3.34% |
$178K - $185K
|
113K
$5.09M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.27K- 4.68% |
$193K - $201K
|
86.9K
$3.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.39K- 0.53% |
$199K - $207K
|
828K
$37.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.47K- 10.75% |
$203K - $211K
|
37.1K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.49K- 14.91% |
$204K - $212K
|
25.6K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.77K- 14.53% |
$216K - $225K
|
28.1K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.11K- 3.5% |
$232K - $241K
|
141K
$6.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.31K- 2.73% |
$286K - $298K
|
225K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-6.58K- 14.49% |
$298K - $311K
|
38.8K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.92K- 47.64% |
$314K - $327K
|
7.61K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6.98K- 9.79% |
$317K - $330K
|
64.4K
$2.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.71K- 28.2% |
$395K - $412K
|
22.2K
$996K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.4K- 92.34% |
$473K - $492K
|
865
$38.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10.7K- 8.45% |
$483K - $503K
|
115K
$5.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.5K- 22.89% |
$521K - $543K
|
38.7K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.3K- 21.47% |
$602K - $627K
|
48.5K
$2.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.3K- 10.07% |
$603K - $628K
|
119K
$5.34M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 17.36% |
$606K - $631K
|
63.6K
$2.86M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.4K- 10.05% |
$606K - $632K
|
120K
$5.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-15.5K- 54.67% |
$704K - $733K
|
12.9K
$578K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-19.1K- 4.94% |
$866K - $902K
|
367K
$16.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-20K- 20.86% |
$909K - $946K
|
76K
$3.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-23.3K- 76.01% |
$1.06M - $1.1M
|
7.35K
$330K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-23.3K- 8.91% |
$1.06M - $1.1M
|
238K
$10.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.5K- 81.26% |
$1.07M - $1.11M
|
5.43K
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30K- 22.72% |
$1.36M - $1.42M
|
102K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.8K- 68.61% |
$1.49M - $1.55M
|
15K
$674K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-33.7K- 71.95% |
$1.53M - $1.59M
|
13.1K
$590K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-55.8K- 37.48% |
$2.53M - $2.64M
|
93.1K
$4.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-67.5K- 1.56% |
$3.06M - $3.19M
|
4.26M
$192M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-73.9K- 56.68% |
$3.35M - $3.49M
|
56.5K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-80.5K- 7.9% |
$3.65M - $3.8M
|
938K
$42.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-80.7K- 53.52% |
$3.66M - $3.81M
|
70.1K
$3.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-96.6K- 39.44% |
$4.38M - $4.56M
|
148K
$6.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-100K- 38.41% |
$4.55M - $4.74M
|
161K
$7.22M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-108K- 27.43% |
$4.9M - $5.1M
|
286K
$12.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-158K- 95.25% |
$7.18M - $7.48M
|
7.89K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-270K- 94.9% |
$12.3M - $12.8M
|
14.5K
$653K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-282K- 25.93% |
$12.8M - $13.3M
|
805K
$36.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-417K- 4.19% |
$18.9M - $19.7M
|
9.56M
$429M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-437K- 49.55% |
$19.8M - $20.7M
|
445K
$20M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-739K- 88.32% |
$33.5M - $34.9M
|
97.8K
$4.39M
|