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SPDR Nuveen Barclays Municipal Bond ETF (TFI) Institutional Ownership

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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)
45
Total
Institutional Inflows
(last 12 months)
$162.29M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$98.94M
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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
4/18/2024Fifth 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%
4/2/2024 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%
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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%
10/24/2023Private Ocean LLC2,120$93K0.0%+182.7%0.003%
10/24/2023Cambridge Investment Research Advisors Inc.110,276$4.82M0.0%+9.6%0.149%
10/23/2023 ST Germain D J Co. Inc.43,098$1.88M0.1%+10.5%0.058%
10/18/2023CX Institutional461,171$20.14M1.1%+25.6%0.641%
10/18/2023Private 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%
10/12/2023Fifth 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%
10/10/2023 Evensky & Katz LLC42,354$1.85M0.2%+19.1%0.056%
9/12/2023Farther Finance Advisors LLC2,605$120K0.0%+6,940.5%0.003%
9/7/2023 ST Germain D J Co. Inc.39,019$1.80M0.1%N/A0.047%
8/17/2023SWS Partners65,904$3.04M0.9%+2.0%0.081%
8/11/2023Goodman Advisory Group LLC160,769$7.42M2.8%-38.4%0.197%
8/11/2023Financial Engines Advisors L.L.C.812,492$37.51M0.1%+2.0%0.998%
8/10/2023IAG Wealth Partners LLC4,259$197K0.1%N/A0.005%
8/10/2023Cary Street Partners Investment Advisory LLC6,777$313K0.0%N/A0.008%
8/8/2023Fisher Asset Management LLC4,263,020$196.78M0.1%-1.6%5.202%
8/4/2023Advisors Preferred LLC93,087$4.29M1.1%-37.5%0.113%
8/4/2023Cullen Frost Bankers Inc.238,180$10.99M0.2%-8.9%0.289%
8/4/2023EverSource Wealth Advisors LLC1,016$47K0.0%+30.3%0.001%
7/28/2023Private Trust Co. NA25,763$1.19M0.1%+25.2%0.031%
7/26/2023SWS Partners65,904$3.04M1.1%+2.0%0.079%
7/26/2023Alera Investment Advisors LLC4,915$227K0.0%N/A0.006%
7/24/2023 Evensky & Katz LLC35,572$1.64M0.1%+25.9%0.042%
7/21/2023Private Ocean LLC750$35K0.0%N/A0.001%
7/19/2023Fifth Third Securities Inc.45,162$2.09M0.2%N/A0.054%
7/17/2023Trust Co. of Vermont531$25K0.0%N/A0.001%
7/14/2023 Arden Trust Co13,125$606K0.1%-71.9%0.016%
7/14/2023 AdvisorNet Financial Inc31,514$1.46M0.1%-1.0%0.038%
7/14/2023Pinnacle Bancorp Inc.752$35K0.0%N/A0.001%
7/13/2023Transcend Capital Advisors LLC44,489$2.05M0.2%+21.7%0.054%
7/13/2023Cambridge Investment Research Advisors Inc.100,602$4.64M0.0%+0.8%0.121%
7/10/2023 Versant Capital Management Inc99,749$4.60M1.5%-2.2%0.120%
5/17/2023Financial Council Asset Management Inc8,991$421K0.3%-5.5%0.011%
5/16/2023Goodman Advisory Group LLC261,024$12.22M6.7%+41.9%0.320%
5/16/2023Betterment LLC5,463,679$255.81M0.8%+1.7%6.700%
5/15/2023Flow Traders U.S. LLC178,204$8.34M0.3%-55.8%0.219%
5/12/2023Crestwood Advisors Group LLC96,054$4.50M0.1%-43.8%0.118%
5/12/2023Clearbridge Investments LLC47,378$2.22M0.0%+3.0%0.058%
5/11/2023Cambridge Investment Research Advisors Inc.99,791$4.67M0.0%+13.9%0.122%
5/11/2023Icon Wealth Partners LLC7,075$331K0.0%N/A0.009%
5/11/2023One Capital Management LLC262,075$12.27M0.6%+13.9%0.321%
5/9/2023SWS Partners64,624$3.03M1.1%+4.7%0.079%
5/5/2023Assetmark Inc.832,062$38.96M0.2%+35.5%1.020%
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5/5/2023Cullen Frost Bankers Inc.261,489$12.24M0.2%-41.4%0.321%
5/3/2023Advisors Preferred LLC148,880$6.97M2.4%N/A0.180%
5/3/2023Integrated Wealth Concepts LLC837,169$39.20M0.8%+3,846.1%1.010%
5/2/2023Friedenthal Financial12,702$595K0.4%-2.3%0.015%
5/1/2023Fisher Asset Management LLC4,330,515$202.76M0.1%-3.1%5.227%
4/28/2023 AdvisorNet Financial Inc31,831$1.49M0.1%+2.4%0.039%
4/25/2023Parallel Advisors LLC1,003$47K0.0%+1,544.3%0.001%
4/21/2023Whittier Trust Co. of Nevada Inc.7,187$336K0.0%-64.4%0.009%
4/20/2023 Evensky & Katz LLC28,265$1.32M0.1%+18.0%0.034%
4/18/2023Horan Securities Inc.4,297$201K0.1%-19.5%0.005%
(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, 99 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 ($191.57M), Cullen Frost Bankers Inc. ($39.69M), Assetmark Inc. ($38.96M), Financial Engines Advisors L.L.C. ($34.43M), One Capital Management LLC ($31.63M), 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 87 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: Fisher Asset Management LLC ($2.86M), Integrated Wealth Concepts LLC ($830.36K), One Capital Management LLC ($644.04K), Cullen Frost Bankers Inc. ($616.12K), Goodman Advisory Group LLC ($458.82K), Advisors Preferred LLC ($407.43K), and Flow Traders U.S. LLC ($403.00K).

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

Institutional investors have bought a total of 9,429,636 shares in the last 24 months. This purchase volume represents approximately $425.53M in transactions.

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

Of the 47 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 ($2.98M), Goodman Advisory Group LLC ($490.87K), Flow Traders U.S. LLC ($341.58K), Cullen Frost Bankers Inc. ($269.51K), One Capital Management LLC ($196.09K), and Keebeck Wealth Management LLC ($162.08K).

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

Institutional investors have sold a total of 11,349,120 shares in the last 24 months. This volume of shares sold represents approximately $517.49M in transactions.


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This page (NYSEARCA:TFI) was last updated on 4/23/2024 by MarketBeat.com Staff

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