Purchases and Sales Made in Q4 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.32K+ 3.39% |
$59.9K - $61.9K
|
40.3K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.29K+ 22.38% |
$58.5K - $60.5K
|
7.05K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.19K+ 4.04% |
$53.9K - $55.6K
|
30.6K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.13K+ 6.8% |
$51.1K - $52.8K
|
17.7K
$796K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
933+ 0.76% |
$42.3K - $43.7K
|
124K
$5.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
869+ 3.78% |
$39.4K - $40.7K
|
23.9K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
861+ 32.31% |
$39.1K - $40.4K
|
3.53K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
814+ 4.99% |
$36.9K - $38.2K
|
17.1K
$769K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
783New |
$35.5K - $36.7K
|
783
$35.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
741+ 190.98% |
$33.6K - $34.7K
|
1.13K
$50.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
723New |
$32.8K - $33.9K
|
723
$32.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
720+ 30.81% |
$32.7K - $33.8K
|
3.06K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
674+ 3.75% |
$30.6K - $31.6K
|
18.6K
$837K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
674+ 8.41% |
$30.6K - $31.6K
|
8.69K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
530+ 6.29% |
$24.1K - $24.8K
|
8.96K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
500+ 3.97% |
$22.7K - $23.4K
|
13.1K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
447+ 3.65% |
$20.3K - $21K
|
12.7K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
441+ 7.99% |
$20K - $20.7K
|
5.96K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
405+ 5.52% |
$18.4K - $19K
|
7.75K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
384+ 8.09% |
$17.4K - $18K
|
5.13K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
371New |
$16.8K - $17.4K
|
371
$16.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
366+ 0.68% |
$16.6K - $17.2K
|
53.9K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
359+ 42.79% |
$16.3K - $16.8K
|
1.2K
$53.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
320+ 6.44% |
$14.5K - $15K
|
5.29K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
317+ 0.81% |
$14.4K - $14.9K
|
39.7K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
314+ 3.81% |
$14.2K - $14.7K
|
8.55K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
314+ 0.73% |
$14.2K - $14.7K
|
43.3K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
306+ 6.1% |
$13.9K - $14.3K
|
5.33K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
292+ 7300.0% |
$13.3K - $13.7K
|
296
$13.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
290+ 1.74% |
$13.2K - $13.6K
|
17K
$763K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
283New |
$12.8K - $13.3K
|
283
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$9.08K - $9.38K
|
200
$8.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
150+ 3.39% |
$6.81K - $7.03K
|
4.57K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
140+ 6.36% |
$6.35K - $6.56K
|
2.34K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
139+ 2.26% |
$6.31K - $6.52K
|
6.3K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
130+ 0.37% |
$5.9K - $6.09K
|
35.3K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
124+ 2.43% |
$5.63K - $5.81K
|
5.22K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
103New |
$4.67K - $4.83K
|
103
$4.63K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
92New |
$4.17K - $4.31K
|
92
$4.13K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
84+ 0.7% |
$3.81K - $3.94K
|
12K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
74New |
$3.36K - $3.47K
|
74
$3.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
68+ 1.03% |
$3.09K - $3.19K
|
6.67K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
55+ 0.13% |
$2.5K - $2.58K
|
43.9K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47+ 35.88% |
$2.13K - $2.2K
|
178
$8K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
46+ 0.28% |
$2.09K - $2.16K
|
16.5K
$740K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
44+ 0.04% |
$2K - $2.06K
|
118K
$5.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
40+ 200.0% |
$1.82K - $1.88K
|
60
$2.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.8% |
$1.63K - $1.69K
|
4.56K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
36New |
$1.63K - $1.69K
|
36
$1.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31+ 1.69% |
$1.41K - $1.45K
|
1.87K
$83.8K
|