Purchases and Sales Made in Q4 2025 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2025. 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 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
306K+ 860.04% |
$13.9M - $14.1M
|
342K
$15.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
111K+ 15.25% |
$5.03M - $5.08M
|
836K
$38.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
45.8K+ 13.57% |
$2.08M - $2.1M
|
383K
$17.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
20.5K+ 4.86% |
$932K - $941K
|
442K
$20.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.4K+ 111.67% |
$744K - $751K
|
31K
$1.42M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.8KNew |
$582K - $588K
|
12.8K
$585K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
12.7K+ 13.25% |
$578K - $583K
|
109K
$4.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
11.7KNew |
$533K - $538K
|
11.7K
$535K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
11.7K+ 2.41% |
$532K - $537K
|
498K
$22.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.22KNew |
$374K - $378K
|
8.22K
$376K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
7.22K+ 304.9% |
$328K - $331K
|
9.58K
$438K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7.21KNew |
$328K - $331K
|
7.21K
$329K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.88KNew |
$268K - $270K
|
5.88K
$269K
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.61KNew |
$255K - $258K
|
5.61K
$256K
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.46KNew |
$248K - $251K
|
5.46K
$250K
|
|
|
Jan 30, 2026
Q4 2025
|
Pacific Park Financial, Inc.
Lagina Hills, CA |
BUY
|
- |
5.39KNew |
$245K - $248K
|
5.39K
$246K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.33K+ 94.42% |
$242K - $245K
|
11K
$501K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.25KNew |
$239K - $241K
|
5.25K
$240K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.4KNew |
$200K - $202K
|
4.4K
$201K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.46K+ 21.37% |
$157K - $159K
|
19.7K
$898K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.29K+ 2.68% |
$150K - $151K
|
126K
$5.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.94K+ 6.61% |
$134K - $135K
|
47.5K
$2.17M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.62K+ 45.85% |
$119K - $120K
|
8.32K
$380K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.3KNew |
$105K - $106K
|
2.3K
$105K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2K+ 24.47% |
$91K - $91.8K
|
10.2K
$465K
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.95K+ 1.06% |
$88.9K - $89.7K
|
186K
$8.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.78K+ 36.74% |
$81.1K - $81.9K
|
6.64K
$303K
|
|
|
Jan 30, 2026
Q4 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.65K+ 1.96% |
$75.1K - $75.8K
|
86.1K
$3.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.62K+ 3.83% |
$73.7K - $74.4K
|
44K
$2.01M
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.52K+ 26.29% |
$69K - $69.7K
|
7.29K
$333K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.47KNew |
$66.7K - $67.4K
|
1.47K
$67K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 5.15% |
$52.9K - $53.4K
|
23.7K
$1.08M
|
|
|
Jan 30, 2026
Q4 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$45.5K - $45.9K
|
1K
$45.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
968+ 3.89% |
$44K - $44.5K
|
25.9K
$1.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
836+ 0.94% |
$38K - $38.4K
|
89.7K
$4.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
688+ 5.08% |
$31.3K - $31.6K
|
14.2K
$650K
|
|
|
Jan 28, 2026
Q4 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
614+ 8.88% |
$27.9K - $28.2K
|
7.53K
$344K
|
|
|
Jan 28, 2026
Q4 2025
|
Nvest Wealth Strategies, Inc.
Powell, OH |
BUY
|
- |
554New |
$25.2K - $25.4K
|
554
$25.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
491+ 3.1% |
$22.3K - $22.5K
|
16.3K
$746K
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
333+ 4.35% |
$15.1K - $15.3K
|
7.99K
$365K
|
|
|
Jan 30, 2026
Q4 2025
|
Rachor Investment Advisory Services, LLC
Linden, MI |
BUY
|
- |
207New |
$9.41K - $9.51K
|
207
$9.46K
|
|
|
Jan 28, 2026
Q4 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
184New |
$8.37K - $8.45K
|
184
$8.41K
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
182+ 1.06% |
$8.28K - $8.36K
|
17.4K
$796K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
158+ 2.86% |
$7.19K - $7.26K
|
5.69K
$260K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
141+ 5.38% |
$6.41K - $6.47K
|
2.76K
$126K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
78New |
$3.55K - $3.58K
|
78
$3.56K
|
|
|
Jan 27, 2026
Q4 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
61+ 0.54% |
$2.77K - $2.8K
|
11.4K
$521K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
21New |
$955 - $964
|
21
$959
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18New |
$819 - $827
|
18
$822
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 0.27% |
$273 - $276
|
2.26K
$103K
|
|