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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 15.46% |
$1.36K - $1.41K
|
224
$10.1K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 0.29% |
$1.18K - $1.22K
|
9.09K
$408K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22+ 0.18% |
$998 - $1.03K
|
12.2K
$550K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
19New |
$862 - $891
|
19
$854
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
19New |
$862 - $891
|
19
$854
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.98% |
$545 - $563
|
1.24K
$55.6K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 1.04% |
$363 - $375
|
774
$34.8K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 100.0% |
$45.4 - $46.9
|
2
$89.9
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.45% |
$45.4 - $46.9
|
70
$3.15K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.04% |
$45.4 - $46.9
|
2.23K
$100K
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.01% |
$182 - $188
|
35.2K
$1.58M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.02% |
$363 - $375
|
48.3K
$2.17M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 3.96% |
$408 - $422
|
218
$9.79K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25- 0.11% |
$1.13K - $1.17K
|
22.7K
$1.02M
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-32- 0.17% |
$1.45K - $1.5K
|
18.4K
$824K
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-80- 51.95% |
$3.63K - $3.75K
|
74
$3.32K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82- 1.19% |
$3.72K - $3.84K
|
6.79K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-87- 0.36% |
$3.95K - $4.08K
|
24.3K
$1.09M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-89- 55.97% |
$4.04K - $4.17K
|
70
$3.15K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-97- 1.67% |
$4.4K - $4.55K
|
5.7K
$256K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-118- 0.32% |
$5.35K - $5.53K
|
36.3K
$1.63M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-142- 1.0% |
$6.44K - $6.66K
|
14.1K
$632K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-144- 1.83% |
$6.53K - $6.75K
|
7.73K
$347K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-158- 0.79% |
$7.17K - $7.41K
|
19.9K
$894K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-161- 15.28% |
$7.31K - $7.55K
|
893
$40.1K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-184- 0.75% |
$8.35K - $8.63K
|
24.5K
$1.1M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-256- 1.37% |
$11.6K - $12K
|
18.4K
$828K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-285- 6.13% |
$12.9K - $13.4K
|
4.36K
$196K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-315- 87.02% |
$14.3K - $14.8K
|
47
$2.11K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-329- 3.83% |
$14.9K - $15.4K
|
8.26K
$371K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-347- 6.98% |
$15.7K - $16.3K
|
4.63K
$208K
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-369- 1.34% |
$16.7K - $17.3K
|
27.3K
$1.22M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-404- 0.24% |
$18.3K - $18.9K
|
168K
$7.55M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-489- 2.37% |
$22.2K - $22.9K
|
20.1K
$904K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-521- 6.86% |
$23.6K - $24.4K
|
7.07K
$318K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-576- 8.55% |
$26.1K - $27K
|
6.16K
$277K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-580- 47.15% |
$26.3K - $27.2K
|
650
$29.2K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-608- 11.62% |
$27.6K - $28.5K
|
4.63K
$208K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-618- 5.15% |
$28K - $29K
|
11.4K
$511K
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-721- 1.88% |
$32.7K - $33.8K
|
37.7K
$1.69M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-738- 10.14% |
$33.5K - $34.6K
|
6.54K
$294K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-756- 10.56% |
$34.3K - $35.4K
|
6.41K
$288K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-849- 13.57% |
$38.5K - $39.8K
|
5.41K
$243K
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-900- 0.98% |
$40.8K - $42.2K
|
91K
$4.09M
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-908- 16.15% |
$41.2K - $42.6K
|
4.72K
$212K
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-978- 5.05% |
$44.4K - $45.8K
|
18.4K
$827K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.24K- 1.3% |
$56.3K - $58.2K
|
94.6K
$4.25M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.3K- 56.33% |
$58.8K - $60.7K
|
1K
$45.1K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.3K- 12.72% |
$59K - $60.9K
|
8.92K
$401K
|