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SPDR Nuveen Barclays Municipal Bond ETF (TFI) Institutional Ownership

SPDR Nuveen Barclays Municipal Bond ETF logo
$45.90 +0.08 (+0.17%)
As of 02/21/2025 04:10 PM Eastern

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)
35
Total
Institutional Inflows
(last 12 months)
$27.81M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$63.65M
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TFI Institutional Buying and Selling by Quarter

SPDR Nuveen Barclays Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Fourth Dimension Wealth LLC75,853$3.46M1.8%N/A0.093%
2/17/2025 Strive Asset Management LLC53,267$2.43M1.8%N/A0.065%
2/17/2025 Evensky & Katz LLC58,953$2.69M0.2%+3.2%0.072%
2/17/2025 Ameriprise Financial Inc.238,167$10.88M0.0%+10.0%0.291%
2/14/2025 Tudor Investment Corp ET AL8,914$407K0.0%N/A0.011%
2/14/2025 Betterment LLC7,087,899$323.35M0.8%+3.5%8.670%
2/14/2025 Integrated Wealth Concepts LLC28,444$1.30M0.0%+40.4%0.035%
2/14/2025 IHT Wealth Management LLC12,550$573K0.0%-41.6%0.015%
2/14/2025 Goodman Advisory Group LLC37,662$1.72M0.5%-1.9%0.046%
2/13/2025 United Capital Financial Advisors LLC39,651$1.81M0.0%+0.8%0.049%
2/13/2025 Oarsman Capital Inc.650$30K0.0%-47.2%0.001%
2/12/2025 OLD Mission Capital LLC6,934$316K0.0%N/A0.008%
2/12/2025 CIBC Private Wealth Group LLC20,120$916K0.0%-2.4%0.025%
2/12/2025 JPMorgan Chase & Co.524,216$23.92M0.0%-1.5%0.641%
2/11/2025 1620 Investment Advisors Inc.4,638$212K0.2%-23.8%0.006%
2/11/2025 TD Private Client Wealth LLC186,542$8.51M0.2%+31.8%0.228%
2/11/2025 Lee Danner & Bass Inc.783$36K0.0%N/A0.001%
2/10/2025 Farther Finance Advisors LLC5,407$247K0.0%-13.6%0.007%
2/7/2025 Fairway Wealth LLC5,325$243K0.1%+6.1%0.006%
2/6/2025 One Capital Management LLC524,300$23.92M0.8%-12.0%0.637%
2/6/2025 Cullen Frost Bankers Inc.94,053$4.29M0.1%-26.1%0.114%
2/6/2025 Jones Financial Companies Lllp1,198$55K0.0%+42.8%0.001%
2/5/2025 Fisher Asset Management LLC3,399,619$155.09M0.1%-4.2%4.128%
2/5/2025 Private Trust Co. NA23,880$1.09M0.1%+3.8%0.029%
2/4/2025 Transcendent Capital Group LLC18,594$848K0.4%-10.6%0.023%
2/4/2025 Crestwood Advisors Group LLC168,137$7.67M0.1%-0.2%0.204%
2/3/2025 First Horizon Advisors Inc.10,744$490K0.0%+50.8%0.013%
1/30/2025 L.M. Kohn & Company6,250$285K0.1%-18.0%0.007%
1/24/2025 Richardson Financial Services Inc.8,262$377K0.3%-3.8%0.010%
1/23/2025 Crews Bank & Trust10,843$495K0.1%N/A0.013%
1/23/2025 Hanson & Doremus Investment Management4,625$211K0.0%-7.0%0.006%
1/23/2025 Strategic Blueprint LLC5,939$271K0.0%N/A0.007%
1/17/2025 Janney Montgomery Scott LLC6,719$307K0.0%N/A0.008%
1/17/2025 Park Place Capital Corp1,004$46K0.0%-56.3%0.001%
1/17/2025 Beaumont 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%
12/26/2024 JPMorgan Chase & Co.532,139$24.92M0.0%-26.4%0.674%
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11/18/2024 TD Private Client Wealth LLC141,532$6.63M0.2%+1.7%0.185%
11/15/2024 IHT Wealth Management LLC21,495$1.01M0.0%+15.9%0.028%
11/13/2024 Fisher Asset Management LLC3,548,891$166.20M0.1%-11.5%4.606%
11/12/2024 Icon Wealth Advisors LLC4,566$214K0.0%-42.5%0.006%
11/5/2024 Prime Capital Investment Advisors LLC7,342$344K0.0%-17.8%0.010%
11/2/2024 Transcendent Capital Group LLC20,801$974K0.5%-11.0%0.027%
10/30/2024 Crestwood Advisors Group LLC168,541$7.89M0.2%-9.6%0.219%
10/24/2024 Richardson 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%
10/8/2024 Evensky & Katz LLC57,133$2.68M0.2%-11.7%0.074%
10/8/2024 Park 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%
8/16/2024 Goodman Advisory Group LLC38,383$1.76M0.5%-5.5%0.050%
8/12/2024 Richardson Financial Services Inc.7,942$363K0.3%-17.2%0.010%
8/9/2024 One Capital Management LLC615,940$28.18M1.0%-7.5%0.791%
8/8/2024 Hardin Capital Partners LLC4,846$229K0.2%N/A0.006%
8/7/2024 Dorsey & Whitney Trust CO LLC8,075$369K0.0%-33.2%0.010%
8/6/2024 Cullen Frost Bankers Inc.157,393$7.20M0.1%-54.4%0.204%
8/1/2024 Crestwood Advisors Group LLC186,447$8.53M0.2%-4.1%0.241%
7/31/2024 Farther Finance Advisors LLC6,335$289K0.0%+20.4%0.008%
7/29/2024 Whittier Trust Co. of Nevada Inc.4,021$184K0.0%+12.2%0.005%
7/26/2024 Cambridge Investment Research Advisors Inc.148,407$6.79M0.0%+5.6%0.193%
7/26/2024 Evensky & Katz LLC64,725$2.96M0.2%-10.0%0.084%
7/26/2024 Salomon & Ludwin LLC791$36K0.0%-43.7%0.001%
7/24/2024 Transcendent Capital Group LLC23,360$1.07M0.6%-1.1%0.030%
7/23/2024 1620 Investment Advisors Inc.6,088$279K0.2%-11.6%0.008%
7/17/2024 AdvisorNet Financial Inc8,477$388K0.0%-11.2%0.011%
7/15/2024 Fifth Third Securities Inc.52,963$2.42M0.2%+4.4%0.068%
7/9/2024 Lynx 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%
7/2/2024 Park Place Capital Corp1,959$90K0.0%+127.5%0.003%
5/17/2024 Comerica Bank152,099$7.07M0.0%+0.8%0.196%
5/15/2024 Transcendent Capital Group LLC23,608$1.10M0.6%+3.8%0.030%
5/14/2024 OLD Mission Capital LLC148,743$6.91M0.1%+10.4%0.192%
5/9/2024 Dorsey & Whitney Trust CO LLC12,090$562K0.0%-13.0%0.016%
5/8/2024 Advisors Preferred LLC222,840$10.30M1.7%-13.8%0.288%
5/4/2024 Richardson Financial Services Inc.9,588$446K0.3%-10.5%0.012%
5/3/2024 Whittier Trust Co. of Nevada Inc.3,583$167K0.0%-19.1%0.005%
5/1/2024 Janney Montgomery Scott LLC6,104$284K0.0%+4.2%0.008%
4/30/2024 SWS Partners92,518$4.30M1.3%+4.1%0.120%
4/25/2024 Summit Financial LLC5,000$232K0.0%-19.4%0.006%
4/25/2024 Cambridge Investment Research Advisors Inc.140,566$6.53M0.0%+8.6%0.184%
4/24/2024 Private Trust Co. NA22,901$1.06M0.1%+1.3%0.030%
4/18/2024 Fifth Third Securities Inc.50,750$2.36M0.2%+7.7%0.067%
4/8/2024 Evensky & 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%
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4/2/2024 ST Germain D J Co. Inc.45,561$2.12M0.1%-1.6%0.058%
3/5/2024 Fisher Asset Management LLC4,076,048$191.57M0.1%-2.1%5.270%
3/4/2024 Richardson Financial Services Inc.10,708$503K0.4%N/A0.014%
3/1/2024 Transcendent Capital Group LLC22,735$1.07M0.7%N/A0.029%
2/15/2024 Bartlett & CO. Wealth Management LLC4,925$232K0.0%+209.4%0.006%
2/13/2024 SWS Partners88,887$4.18M1.4%+44.5%0.116%
2/12/2024 Brown Brothers Harriman & Co.1,102$52K0.0%N/A0.001%
2/12/2024 Dorsey & Whitney Trust CO LLC13,900$653K0.1%+110.8%0.018%
2/9/2024 Nations Financial Group Inc. IA ADV8,344$392K0.0%+9.7%0.011%
2/9/2024 Cambridge Investment Research Advisors Inc.129,426$6.08M0.0%+17.4%0.169%
(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, 82 institutional investors and hedge funds held shares of SPDR Nuveen Barclays Municipal Bond ETF. The most heavily invested institutionals were Betterment LLC ($323.35M), Fisher Asset Management LLC ($155.09M), Assetmark Inc. ($38.96M), Financial Engines Advisors L.L.C. ($34.43M), One Capital Management LLC ($23.92M), JPMorgan Chase & Co. ($23.92M), 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 68 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 ($824.14K), Cullen Frost Bankers Inc. ($616.12K), One Capital Management LLC ($591.82K), Advisors Preferred LLC ($407.43K), Betterment LLC ($333.85K), 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 4,220,188 shares in the last 24 months. This purchase volume represents approximately $194.24M 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: Fisher Asset Management LLC ($954.29K), Betterment LLC ($707.23K), Cullen Frost Bankers Inc. ($439.24K), One Capital Management LLC ($272.97K), Goodman Advisory Group LLC ($226.14K), Flow Traders U.S. LLC ($224.79K), and JPMorgan Chase & Co. ($199.16K).

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

Institutional investors have sold a total of 3,483,211 shares in the last 24 months. This volume of shares sold represents approximately $159.67M in transactions.



This page (NYSEARCA:TFI) was last updated on 2/22/2025 by MarketBeat.com Staff
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