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Disclosery

TFI SPDR SERIES TRUST

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NUVEEN BLMBRG MU (fund)

318 managers (323 13F filers) reported a position in TFI shares at 2024-12-31, 70,704,727 shares in all. 37 filers opened a position and 29 filers sold out during the quarter.

Managers
318
13F filers
323
New
37
Added
107
Reduced
107
Sold out
29
Shares held by filers
70,704,727

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
M1 Capital Management LLC7,297$333K0.18%13F-HRTimeline
Facet Wealth, Inc.7,216$331K0.01%-12,80113F-HRTimeline
Intrua Financial, LLC7,195$328K0.05%-6,53013F-HRTimeline
Kagan Cocozza Asset Management7,120$325K0.27%13F-HRTimeline
Castleview Partners, LLC7,074$323K0.17%-52113F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,053$322K<0.01%+1,29013F-HRTimelineGroup
OLD MISSION CAPITAL LLC6,934$316K0.01%new13F-HRTimeline
Arkadios Wealth Advisors6,793$310K0.02%-8213F-HRTimeline
Janney Montgomery Scott LLC6,719$307K<0.01%new13F-HRTimeline
EPG Wealth Management LLC6,673$304K0.08%+6813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC6,543$297K0.03%-73813F-HRTimelineGroup
Bristlecone Advisors, LLC6,406$292K0.02%-75613F-HRTimeline
Geneos Wealth Management Inc.6,301$287K0.01%+13913F-HRTimeline
L.M. KOHN & COMPANY6,250$285K0.07%-1,37213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,204$283K<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,163$281K<0.01%-57613F-HRTimelineGroup
Brucke Financial, Inc.6,127$280K0.24%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,087$278K0.02%new13F-HRTimelineGroup
WEALTHGARDEN F.S. LLC5,962$272K0.25%+44113F-HRTimeline
Strategic Blueprint, LLC5,939$271K0.02%new13F-HRTimeline
PFG Advisors5,702$260K0.02%-9713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,621$256K0.1%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding5,607$256K+748Timeline
WealthTrust Axiom LLC5,500$251K0.07%013F-HRTimeline
Citizens National Bank Trust Department5,500$251K0.05%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,417$247K0.04%013F-HRTimeline
Farther Finance Advisors, LLC5,407$247K0.01%-84913F-HRTimeline
Fairway Wealth LLC5,325$243K0.11%+30613F-HRTimeline
Merit Financial Group, LLC5,286$241K<0.01%+32013F-HRTimeline
BLAIR WILLIAM & CO/IL5,219$238K<0.01%+12413F-HRTimeline
Arista Wealth Management, LLC5,219$238K0.06%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC5,176$236K0.03%-7,27513F-HRTimeline
Csenge Advisory Group5,132$234K0.01%+38413F-HRTimeline
Wedmont Private Capital4,933$224K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,755$217K0.01%new13F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC4,751$217K0.02%013F-HRTimeline
Ridgeline Wealth, LLC4,729$216K0.18%13F-HRTimeline
Diligent Investors, LLC4,716$215K0.05%-90813F-HRTimeline
Taylor Hoffman Capital Management LLC4,656$212K0.08%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,638$212K0.16%-1,45013F-HRTimeline
Hanson & Doremus Investment Management4,625$211K0.03%-34713F-HRTimeline
Exchange Bank4,622$211K0.17%013F-HRTimeline
Advisory Services Network, LLC4,619$211K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC4,573$209K0.01%+15013F-HRTimeline
Hardin Capital Partners, LLC4,362$207K0.12%-28513F-HRTimeline
Freedom Investment Management, Inc.4,527$207K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC4,555$207K0.01%+3613F-HRTimeline
TWO SIGMA SECURITIES, LLC4,493$205K0.04%new13F-HRTimeline
Capital Advisors, Ltd. LLC4,426$202K0.03%013F-HRTimeline
CX Institutional4,306$196K0.01%-1,90513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,021$183K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,526$161K<0.01%+86113F-HRTimelineGroup
Marquette Asset Management, LLC3,526$161K0.03%013F-HRTimeline
Brooklyn Investment Group3,106$142K0.04%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,057$139K<0.01%+72013F-HRTimelineGroup
Bank of New Hampshire3,000$137K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…2,962$135K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,942$134K<0.01%+17213F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,340$107K<0.01%+14013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$102K<0.01%-113F-HRTimeline
AE Wealth Management LLC2,119$96.7K<0.01%new13F-HRTimeline
GeoWealth Management, LLC1,866$85.1K<0.01%+3113F-HRTimeline
ADIRONDACK TRUST CO1,500$68.4K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,363$62.2K<0.01%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC1,237$56.4K0.01%+1213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,198$54.7K<0.01%+35913F-HRTimelineGroup
GODSEY & GIBB, INC1,142$52.1K0.01%013F-HRTimeline
LGT Financial Advisors LLC1,129$51.5K0.11%+74113F-HRTimeline
Venturi Wealth Management, LLC1,007$45.9K<0.01%013F-HRTimeline
Park Place Capital Corp1,004$45.8K0.01%-1,29513F-HRTimeline
Laurel Wealth Advisors LLC1,000$45.6K0.01%013F-HRTimeline
Founders Financial Alliance, LLC893$40.7K0.01%-16113F-HRTimeline
Sound Income Strategies, LLC836$38.1K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust812$37K<0.01%013F-HRTimeline
Caitlin John, LLC800$36.5K0.02%013F-HRTimeline
Salomon & Ludwin, LLC791$36.1K<0.01%013F-HRTimeline
LEE DANNER & BASS INC783$35.7K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.774$35.3K0.01%+813F-HRTimeline
BALLAST ADVISORS LLC745$34K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA742$33.6K<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC723$33K0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.650$29.7K0.01%-58013F-HRTimeline
Asset Dedication, LLC572$26.1K<0.01%013F-HRTimeline
Lavaca Capital LLC371$16.9K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC352$16.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.313$14.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC296$13.5K<0.01%+29213F-HRTimeline
Roxbury Financial LLC283$13.2K0.01%13F-HRTimeline
WASHINGTON TRUST Co256$11.7K<0.01%013F-HRTimeline
Global Financial Private Client, LLC250$11.4K<0.01%013F-HRTimeline
Avior Wealth Management, LLC224$10.2K<0.01%+3013F-HRTimeline
Hexagon Capital Partners LLC218$9.95K<0.01%-913F-HRTimeline
Navigoe, LLC200$9K0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC178$8.12K<0.01%+4713F-HRTimeline
ROTHSCHILD INVESTMENT LLC169$7.71K<0.01%013F-HRTimeline
MAI Capital Management103$4.7K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN74$3.38K<0.01%-8013F-HRTimeline
CURIO WEALTH, LLC74$3.38K<0.01%13F-HRTimeline
Private Wealth Management Group, LLC70$3.19K<0.01%-8913F-HRTimeline
SIGNATUREFD, LLC70$3.18K<0.01%+113F-HRTimeline
Missouri Trust & Investment Co60$2.74K<0.01%+4013F-HRTimeline
Larson Financial Group LLC47$2.14K<0.01%-31513F-HRTimeline
Painted Porch Advisors LLC45$2.05K<0.01%013F-HRTimeline
NorthRock Partners, LLC42$1.92K<0.01%new13F-HR/ATimeline
Caldwell Trust Co41$1.87K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC40$1.82K<0.01%013F-HR/ATimeline
Reyes Financial Architecture, Inc.36$1.64K<0.01%13F-HRTimeline
Innovative Advisory Group, LLC31$1.41K<0.01%13F-HRTimeline
Human Investing LLC19$869<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.19$852<0.01%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12$548<0.01%013F-HRTimeline
Global Wealth Strategies & Associates11$502<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$182<0.01%new13F-HRTimelineGroup
WealthCollab, LLC2$92<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$79<0.01%+113F-HRTimelineGroup
Ruedi Wealth Management, Inc.2$72<0.01%013F-HRTimeline
Grove Bank & Trust1$46<0.01%013F-HRTimeline
Hemington Wealth Management20$00%013F-HRTimelineValue filed as zero, left out of ratios.