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SPDR Nuveen Barclays Municipal Bond ETF (TFI) Institutional Ownership

SPDR Nuveen Barclays Municipal Bond ETF logo
$45.40 +0.06 (+0.13%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR Nuveen Barclays Municipal Bond ETF (NYSEARCA:TFI)

Current
Institutional Ownership
Percentage
89.83%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$54.49M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$65.92M
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TFI Institutional Buying and Selling by Quarter

SPDR Nuveen Barclays Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC6,719$307K0.0%N/A0.008%
1/17/2025Park Place Capital Corp1,004$46K0.0%-56.3%0.001%
1/17/2025Beaumont Financial Advisors LLC8,546$390K0.0%+3.8%0.011%
1/13/2025 AdvisorNet Financial Inc8,956$409K0.0%+6.3%0.011%
1/10/2025 ST Germain D J Co. Inc.33,135$1.51M0.1%-6.7%0.042%
1/3/2025 GAMMA Investing LLC8,646$394K0.0%+49.2%0.011%
1/3/2025 Versant Capital Management Inc94,576$4.32M0.9%-1.3%0.120%
12/26/2024JPMorgan Chase & Co.532,139$24.92M0.0%-26.4%0.674%
11/18/2024TD Private Client Wealth LLC141,532$6.63M0.2%+1.7%0.185%
11/15/2024IHT Wealth Management LLC21,495$1.01M0.0%+15.9%0.028%
11/13/2024Fisher Asset Management LLC3,548,891$166.20M0.1%-11.5%4.606%
11/12/2024Icon Wealth Advisors LLC4,566$214K0.0%-42.5%0.006%
11/5/2024Prime Capital Investment Advisors LLC7,342$344K0.0%-17.8%0.010%
11/2/2024Transcendent Capital Group LLC20,801$974K0.5%-11.0%0.027%
10/30/2024Crestwood Advisors Group LLC168,541$7.89M0.2%-9.6%0.219%
10/24/2024Richardson Financial Services Inc.8,591$394K0.2%+8.2%0.011%
10/24/2024 Arkadios Wealth Advisors6,875$322K0.0%N/A0.009%
10/18/2024 ST Germain D J Co. Inc.35,520$1.66M0.1%-0.8%0.046%
10/8/2024Evensky & Katz LLC57,133$2.68M0.2%-11.7%0.074%
10/8/2024Park Place Capital Corp2,299$108K0.0%+17.4%0.003%
10/8/2024 Versant Capital Management Inc95,817$4.49M1.0%-1.2%0.123%
10/7/2024 GAMMA Investing LLC5,794$271K0.0%+20.8%0.007%
8/16/2024Goodman Advisory Group LLC38,383$1.76M0.5%-5.5%0.050%
8/12/2024Richardson Financial Services Inc.7,942$363K0.3%-17.2%0.010%
8/9/2024One Capital Management LLC615,940$28.18M1.0%-7.5%0.791%
8/8/2024Hardin Capital Partners LLC4,846$229K0.2%N/A0.006%
8/7/2024Dorsey & Whitney Trust CO LLC8,075$369K0.0%-33.2%0.010%
8/6/2024Cullen Frost Bankers Inc.157,393$7.20M0.1%-54.4%0.204%
8/1/2024Crestwood Advisors Group LLC186,447$8.53M0.2%-4.1%0.241%
7/31/2024Farther Finance Advisors LLC6,335$289K0.0%+20.4%0.008%
7/29/2024Whittier Trust Co. of Nevada Inc.4,021$184K0.0%+12.2%0.005%
7/26/2024Cambridge Investment Research Advisors Inc.148,407$6.79M0.0%+5.6%0.193%
7/26/2024Evensky & Katz LLC64,725$2.96M0.2%-10.0%0.084%
7/26/2024Salomon & Ludwin LLC791$36K0.0%-43.7%0.001%
7/24/2024Transcendent Capital Group LLC23,360$1.07M0.6%-1.1%0.030%
7/23/20241620 Investment Advisors Inc.6,088$279K0.2%-11.6%0.008%
7/17/2024 AdvisorNet Financial Inc8,477$388K0.0%-11.2%0.011%
7/15/2024Fifth Third Securities Inc.52,963$2.42M0.2%+4.4%0.068%
7/9/2024Lynx Investment Advisory1,366$63K0.0%N/A0.002%
7/8/2024 ST Germain D J Co. Inc.35,820$1.64M0.1%-21.4%0.047%
7/8/2024 Versant Capital Management Inc96,936$4.44M1.1%+1.2%0.126%
7/2/2024 GAMMA Investing LLC4,798$220K0.0%+59.2%0.006%
7/2/2024Park Place Capital Corp1,959$90K0.0%+127.5%0.003%
5/17/2024Comerica Bank152,099$7.07M0.0%+0.8%0.196%
5/15/2024Transcendent Capital Group LLC23,608$1.10M0.6%+3.8%0.030%
5/14/2024OLD Mission Capital LLC148,743$6.91M0.1%+10.4%0.192%
5/9/2024Dorsey & Whitney Trust CO LLC12,090$562K0.0%-13.0%0.016%
5/8/2024Advisors Preferred LLC222,840$10.30M1.7%-13.8%0.288%
5/4/2024Richardson Financial Services Inc.9,588$446K0.3%-10.5%0.012%
5/3/2024Whittier Trust Co. of Nevada Inc.3,583$167K0.0%-19.1%0.005%
5/1/2024Janney Montgomery Scott LLC6,104$284K0.0%+4.2%0.008%
4/30/2024SWS Partners92,518$4.30M1.3%+4.1%0.120%
4/25/2024Summit Financial LLC5,000$232K0.0%-19.4%0.006%
4/25/2024Cambridge Investment Research Advisors Inc.140,566$6.53M0.0%+8.6%0.184%
4/24/2024Private Trust Co. NA22,901$1.06M0.1%+1.3%0.030%
4/18/2024Fifth Third Securities Inc.50,750$2.36M0.2%+7.7%0.067%
4/8/2024Evensky & Katz LLC71,934$3.34M0.2%+11.0%0.092%
4/3/2024 Versant Capital Management Inc95,802$4.45M1.3%-2.0%0.123%
4/2/2024 ST Germain D J Co. Inc.45,561$2.12M0.1%-1.6%0.058%
3/5/2024Fisher Asset Management LLC4,076,048$191.57M0.1%-2.1%5.270%
3/4/2024Richardson Financial Services Inc.10,708$503K0.4%N/A0.014%
3/1/2024Transcendent Capital Group LLC22,735$1.07M0.7%N/A0.029%
2/15/2024Bartlett & CO. Wealth Management LLC4,925$232K0.0%+209.4%0.006%
2/13/2024SWS Partners88,887$4.18M1.4%+44.5%0.116%
2/12/2024Brown Brothers Harriman & Co.1,102$52K0.0%N/A0.001%
2/12/2024Dorsey & Whitney Trust CO LLC13,900$653K0.1%+110.8%0.018%
2/9/2024Nations Financial Group Inc. IA ADV8,344$392K0.0%+9.7%0.011%
2/9/2024Cambridge Investment Research Advisors Inc.129,426$6.08M0.0%+17.4%0.169%
2/7/2024One Capital Management LLC672,933$31.63M1.3%-18.4%0.857%
2/7/2024Cary Street Partners Investment Advisory LLC8,038$378K0.0%+18.6%0.010%
2/6/2024Cullen Frost Bankers Inc.844,390$39.69M0.6%+269.9%1.076%
2/6/2024First Horizon Advisors Inc.7,125$335K0.0%-13.2%0.009%
2/6/2024Fisher Asset Management LLC4,109,036$193.13M0.1%-1.3%5.238%
2/6/2024Summit Financial LLC6,203$292K0.0%N/A0.008%
2/1/2024 GAMMA Investing LLC2,898$136K0.0%N/A0.004%
1/31/2024Goodman Advisory Group LLC37,851$1.78M0.6%-69.9%0.049%
1/29/2024Crestwood Advisors Group LLC230,509$10.83M0.3%+59.1%0.302%
1/29/2024Citizens National Bank Trust Department7,100$334K0.1%-7.4%0.009%
1/29/2024Tennessee Valley Asset Management Partners1,430$67K0.0%N/A0.002%
1/24/2024Prime Capital Investment Advisors LLC6,680$314K0.0%N/A0.009%
1/24/2024Advisors Preferred LLC258,550$12.14M2.0%N/A0.336%
1/24/2024Park Place Capital Corp958$45K0.0%N/A0.001%
1/24/2024Private Trust Co. NA22,608$1.06M0.1%-8.1%0.029%
1/19/2024 AdvisorNet Financial Inc9,551$449K0.0%-70.3%0.012%
1/16/2024Thompson Investment Management Inc.1,152$54K0.0%N/A0.001%
1/11/2024Whittier Trust Co. of Nevada Inc.4,430$208K0.0%-38.5%0.006%
1/10/2024Financial Network Wealth Management LLC24,729$1.16M0.5%N/A0.031%
1/9/2024 Versant Capital Management Inc97,763$4.60M1.4%-0.6%0.121%
1/8/2024Bartlett & Co. LLC4,925$232K0.0%+209.4%0.006%
11/15/2023Integrated Wealth Concepts LLC29,779$1.30M0.0%-69.5%0.038%
11/15/2023Crestwood Advisors Group LLC144,859$6.33M0.2%+90.6%0.184%
11/14/2023Robinson Capital Management LLC107,000$4.65M2.1%N/A0.137%
11/13/2023Financial Engines Advisors L.L.C.787,814$34.43M0.1%-3.0%1.012%
11/9/2023SWS Partners61,533$2.69M1.0%-6.6%0.080%
11/9/2023One Capital Management LLC824,484$36.03M1.6%+211.5%1.067%
11/9/2023Betterment LLC5,154,992$225.27M0.7%-12.1%6.673%
11/8/2023Dorsey & Whitney Trust CO LLC6,595$288K0.0%-13.3%0.009%
11/6/2023L.M. Kohn & Company8,500$371K0.1%-10.5%0.011%
11/2/2023Cullen Frost Bankers Inc.228,268$9.98M0.2%-4.2%0.305%
10/27/2023First Horizon Advisors Inc.8,213$359K0.0%+15.9%0.011%
(Data available from 1/1/2016 forward)

TFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFI shares?

During the previous two years, 81 institutional investors and hedge funds held shares of SPDR Nuveen Barclays Municipal Bond ETF. The most heavily invested institutionals were Betterment LLC ($225.27M), Fisher Asset Management LLC ($166.20M), Assetmark Inc. ($38.96M), Financial Engines Advisors L.L.C. ($34.43M), One Capital Management LLC ($28.18M), JPMorgan Chase & Co. ($24.92M), and CX Institutional ($20.14M).Learn more on TFI's institutional investors.

What percentage of SPDR Nuveen Barclays Municipal Bond ETF stock is owned by institutional investors?

89.83% of SPDR Nuveen Barclays Municipal Bond ETF stock is owned by institutional investors. Learn more on TFI's institutional investor holdings.

Which institutional investors have been buying SPDR Nuveen Barclays Municipal Bond ETF stock?

Of the 69 institutional investors that purchased SPDR Nuveen Barclays Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Integrated Wealth Concepts LLC ($815.95K), One Capital Management LLC ($644.04K), Cullen Frost Bankers Inc. ($616.12K), Advisors Preferred LLC ($407.43K), Flow Traders U.S. LLC ($403.00K), Assetmark Inc. ($218.19K), and Crestwood Advisors Group LLC ($154.49K).

How much institutional buying is happening at SPDR Nuveen Barclays Municipal Bond ETF?

Institutional investors have bought a total of 4,442,728 shares in the last 24 months. This purchase volume represents approximately $204.39M in transactions.

Which SPDR Nuveen Barclays Municipal Bond ETF major shareholders have been selling company stock?

Of the 39 institutional investors that sold SPDR Nuveen Barclays Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Betterment LLC ($6.26M), Fisher Asset Management LLC ($3.42M), Goodman Advisory Group LLC ($423.79K), Cullen Frost Bankers Inc. ($406.05K), Flow Traders U.S. LLC ($224.79K), One Capital Management LLC ($201.65K), and JPMorgan Chase & Co. ($191.23K).

How much institutional selling is happening at SPDR Nuveen Barclays Municipal Bond ETF?

Institutional investors have sold a total of 11,641,155 shares in the last 24 months. This volume of shares sold represents approximately $531.83M in transactions.


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This page (NYSEARCA:TFI) was last updated on 1/18/2025 by MarketBeat.com Staff
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