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SPDR Nuveen Barclays Municipal Bond ETF (TFI) Institutional Ownership

SPDR Nuveen Barclays Municipal Bond ETF logo
$46.04 +0.10 (+0.22%)
(As of 11/15/2024 ET)

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)
$55.27M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$56.90M
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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
11/15/2024 IHT 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%
11/12/2024 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%
10/18/2024ST 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%
8/16/2024Goodman 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%
8/8/2024Hardin 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%
7/8/2024ST 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%
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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%
4/2/2024ST 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%
3/4/2024 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%
2/15/2024Bartlett & 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%
2/7/2024 One Capital Management LLC672,933$31.63M1.3%-18.4%0.857%
2/7/2024 Cary Street Partners Investment Advisory LLC8,038$378K0.0%+18.6%0.010%
2/6/2024 Cullen Frost Bankers Inc.844,390$39.69M0.6%+269.9%1.076%
2/6/2024 First 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%
2/6/2024 Summit 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%
1/29/2024 Crestwood Advisors Group LLC230,509$10.83M0.3%+59.1%0.302%
1/29/2024 Citizens National Bank Trust Department7,100$334K0.1%-7.4%0.009%
1/29/2024 Tennessee Valley Asset Management Partners1,430$67K0.0%N/A0.002%
1/24/2024 Prime Capital Investment Advisors LLC6,680$314K0.0%N/A0.009%
1/24/2024 Advisors Preferred LLC258,550$12.14M2.0%N/A0.336%
1/24/2024 Park Place Capital Corp958$45K0.0%N/A0.001%
1/24/2024 Private Trust Co. NA22,608$1.06M0.1%-8.1%0.029%
1/19/2024 AdvisorNet Financial Inc9,551$449K0.0%-70.3%0.012%
1/16/2024 Thompson Investment Management Inc.1,152$54K0.0%N/A0.001%
1/11/2024 Whittier Trust Co. of Nevada Inc.4,430$208K0.0%-38.5%0.006%
1/10/2024 Financial 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%
11/15/2023 Integrated Wealth Concepts LLC29,779$1.30M0.0%-69.5%0.038%
11/15/2023 Crestwood Advisors Group LLC144,859$6.33M0.2%+90.6%0.184%
11/14/2023 Robinson Capital Management LLC107,000$4.65M2.1%N/A0.137%
11/13/2023 Financial Engines Advisors L.L.C.787,814$34.43M0.1%-3.0%1.012%
11/9/2023 SWS Partners61,533$2.69M1.0%-6.6%0.080%
11/9/2023 One Capital Management LLC824,484$36.03M1.6%+211.5%1.067%
11/9/2023 Betterment LLC5,154,992$225.27M0.7%-12.1%6.673%
11/8/2023 Dorsey & Whitney Trust CO LLC6,595$288K0.0%-13.3%0.009%
11/6/2023 L.M. Kohn & Company8,500$371K0.1%-10.5%0.011%
11/2/2023 Cullen Frost Bankers Inc.228,268$9.98M0.2%-4.2%0.305%
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10/27/2023 First Horizon Advisors Inc.8,213$359K0.0%+15.9%0.011%
10/24/2023Private Ocean LLC2,120$93K0.0%+182.7%0.003%
10/24/2023 Cambridge Investment Research Advisors Inc.110,276$4.82M0.0%+9.6%0.149%
10/23/2023ST Germain D J Co. Inc.43,098$1.88M0.1%+10.5%0.058%
10/18/2023 CX Institutional461,171$20.14M1.1%+25.6%0.641%
10/18/2023 Private Trust Co. NA24,607$1.08M0.1%-4.5%0.034%
10/12/2023 AdvisorNet Financial Inc32,112$1.40M0.1%+1.9%0.043%
10/12/2023 Fifth Third Securities Inc.45,890$2.01M0.2%+1.6%0.061%
10/12/2023 Versant Capital Management Inc98,355$4.30M1.4%-1.4%0.131%
10/11/2023Goodman Advisory Group LLC125,799$5.50M2.1%-21.8%0.167%
(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), CX Institutional ($20.14M), and Wealthcare Advisory Partners LLC ($17.22M).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 4,476,826 shares in the last 24 months. This purchase volume represents approximately $205.90M in transactions.

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

Of the 38 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 Crestwood Advisors Group LLC ($100.91K).

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

Institutional investors have sold a total of 11,449,084 shares in the last 24 months. This volume of shares sold represents approximately $522.84M in transactions.



This page (NYSEARCA:TFI) was last updated on 11/17/2024 by MarketBeat.com Staff
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