SPDR NUVEEN BLOOMBERG MUNICI (TFI) Institutional Ownership Changes & 13F Activity
SPDR NUVEEN BLOOMBERG MUNICI (TFI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Vestmark Advisory Solutions, Inc., Cerity Partners Llc, Wells Fargo & Company/Mn, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +235,695 | +46.0% | 748,305 | $33.93M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +2,080 | — | 2,080 | $94.33K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +1,454,324 | +20.5% | 8,536,414 | $387.04M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +13,917 | +198.8% | 20,918 | $948.41K | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +5,047 | +6.1% | 87,766 | $3.98M | Q1 2026 | May 18, 2026 |
| Edgestream Partners, L.P. | Sell | -815 | -10.9% | 6,643 | $301.19K | Q1 2026 | May 18, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +944,563 | — | 944,563 | $42.83M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +918,637 | +17368.8% | 923,926 | $41.89M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -201,704 | -74.7% | 68,448 | $3.10M | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Buy | +98,821 | +307.6% | 130,947 | $5.94M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +92,333 | +3.0% | 3,143,584 | $142.53M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +28,741 | +159.9% | 46,720 | $2.12M | Q1 2026 | May 15, 2026 |
| Northeast Financial Group, Inc. | Sell | -20,004 | -22.8% | 67,845 | $3.08M | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Sell | -17,743 | -4.8% | 353,790 | $16.04M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +12,666 | +77.1% | 29,100 | $1.32M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +12,598 | — | 12,598 | $571.19K | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +12,533 | — | 12,533 | $568.29K | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | Buy | +11,356 | +179.7% | 17,675 | $801.38K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +10,751 | +12.3% | 98,176 | $4.45M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -9,645 | -11.5% | 74,551 | $3.38M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +8,193 | +111.4% | 15,548 | $704.96K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +7,630 | — | 7,630 | $344.31K | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +6,731 | — | 6,731 | $305.18K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +5,564 | +17.3% | 37,782 | $1.70M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +4,268 | +8.0% | 57,829 | $2.62M | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +4,216 | +772.2% | 4,762 | $215.91K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +3,801 | +2.7% | 145,693 | $6.61M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Buy | +3,700 | +9.1% | 44,409 | $2.01M | Q1 2026 | May 15, 2026 |
| Ascent Group, Llc | Buy | +3,681 | +30.2% | 15,862 | $719.18K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +3,270 | — | 3,270 | $148.25K | Q1 2026 | May 15, 2026 |
Frequently asked questions about TFI activity
Which institutional owners are buying TFI?
Institutional owners buying TFI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TFI activity?
"Buy" means an investor increased their reported position in TFI compared to the prior reporting period. This reflects growing exposure to SPDR NUVEEN BLOOMBERG MUNICI (TFI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TFI increasing?
Institutional interest in TFI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.