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Disclosery

TFI SPDR SERIES TRUST

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NUVEEN BLMBRG MU (fund)

307 managers (310 13F filers) reported a position in TFI shares at 2025-03-31, 62,657,417 shares in all. 26 filers opened a position and 40 filers sold out during the quarter.

Managers
307
13F filers
310
New
26
Added
100
Reduced
116
Sold out
40
Shares held by filers
62,657,417

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Intrua Financial, LLC6,864$309K0.05%-33113F-HRTimeline
Arkadios Wealth Advisors6,827$308K0.01%+3413F-HRTimeline
EPG Wealth Management LLC6,707$302K0.08%+3413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,636$299K0.02%new13F-HRTimelineGroup
Bragg Financial Advisors, Inc6,562$296K0.01%-5,70013F-HRTimeline
Aptus Capital Advisors, LLC6,515$294K<0.01%-2,26313F-HRTimeline
B. Riley Wealth Advisors, Inc.6,401$288K0.01%new13F-HRTimeline
L.M. KOHN & COMPANY6,250$282K0.07%013F-HRTimeline
Crews Bank & Trust6,160$278K0.05%-4,68313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,095$275K<0.01%-6813F-HRTimelineGroup
Independent Advisor Alliance6,040$272K0.01%-23,90613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,838$264K0.02%-24913F-HRTimelineGroup
BAILARD, INC.5,708$257K0.01%-7,87513F-HRTimeline
PFG Advisors5,612$253K0.01%-9013F-HRTimeline
WealthTrust Axiom LLC5,500$248K0.08%013F-HRTimeline
Citizens National Bank Trust Department5,500$248K0.05%013F-HRTimeline
Fairway Wealth LLC5,326$240K0.09%+113F-HRTimeline
Farther Finance Advisors, LLC5,284$238K0.01%-12313F-HRTimeline
Arista Wealth Management, LLC5,219$235K0.06%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,204$235K<0.01%-1513F-HRTimeline
Inscription Capital, LLC5,031$234K0.04%13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC5,176$233K0.03%013F-HRTimeline
My Legacy Advisors, LLC5,088$229K0.09%-2,64513F-HRTimeline
World Investment Advisors4,988$225K0.01%new13F-HRTimeline
Sowell Financial Services LLC4,914$221K0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC4,863$219K0.21%-1,09913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,828$218K0.01%+7313F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC4,762$215K0.09%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,751$214K0.02%013F-HRTimeline
Ridgeline Wealth, LLC4,729$213K0.18%013F-HRTimeline
Perigon Wealth Management, LLC4,727$213K0.01%+17213F-HRTimeline
SYNOVUS FINANCIAL CORP4,688$211K<0.01%new13F-HRTimeline
Taylor Hoffman Capital Management LLC4,656$210K0.08%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,638$209K0.16%013F-HRTimeline
Exchange Bank4,622$208K0.17%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,563$206K0.05%-1,04413F-HRTimelineGroup
SageView Advisory Group, LLC4,554$205K0.01%-1913F-HRTimeline
Strategic Blueprint, LLC4,531$204K0.01%-1,40813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,475$202K0.03%-94213F-HRTimeline
Capital Advisors, Ltd. LLC4,426$199K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,021$181K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…3,640$164K0.01%+67813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,526$159K<0.01%013F-HRTimelineGroup
Marquette Asset Management, LLC3,526$159K0.03%013F-HRTimeline
Keystone Global Partners, LLC3,485$157K0.11%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,188$145K<0.01%+13113F-HRTimelineGroup
Brooklyn Investment Group3,119$141K0.03%+1313F-HRTimeline
Bank of New Hampshire3,000$135K0.04%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,842$128K<0.01%-10013F-HRTimelineGroup
Balentine LLC2,747$124K0.01%-33,47313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,532$114K<0.01%+1,33413F-HR/ATimelineGroup
Park Place Capital Corp2,305$104K0.03%+1,30113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$100K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,974$89K0.01%-21,90613F-HRTimeline
AE Wealth Management LLC1,852$83.5K<0.01%-26713F-HRTimeline
Mattson Financial Services, LLC1,576$71K0.02%new13F-HRTimeline
ADIRONDACK TRUST CO1,500$67.6K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,363$61.4K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC1,357$61.2K<0.01%-50913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,243$56K0.01%+613F-HRTimeline
GODSEY & GIBB, INC1,142$51.5K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,137$51.2K0.03%new13F-HRTimeline
Laurel Wealth Advisors LLC1,000$45.1K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…981$44.2K0.03%new13F-HRTimelineGroup
Founders Financial Alliance, LLC898$40.5K0.01%+513F-HRTimeline
Sound Income Strategies, LLC836$37.7K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust812$36.6K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC791$35.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.778$35.1K0.01%+413F-HRTimeline
BALLAST ADVISORS LLC745$33.6K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA742$33.4K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…666$30K0.01%new13F-HRTimeline
Whipplewood Advisors, LLC33$24.9K0.02%new13F-HRTimeline
Rossby Financial, LCC501$22.2K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.443$20K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
N.E.W. Advisory Services LLC317$14.3K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.313$14.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC304$13.7K0.04%-82513F-HRTimeline
Glen Eagle Advisors, LLC296$13.3K<0.01%013F-HRTimeline
Global Financial Private Client, LLC250$11.3K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC235$10.6K<0.01%+1713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…225$10.1K<0.01%-2,11513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC224$10.1K<0.01%+4613F-HRTimeline
HFM Investment Advisors, LLC205$9.23K<0.01%13F-HRTimeline
Navigoe, LLC200$9K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC169$7.62K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC106$4.78K<0.01%new13F-HRTimelineGroup
MAI Capital Management103$4.64K<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$3.38K0.02%-7313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN74$3.33K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC70$3.15K<0.01%013F-HRTimeline
Missouri Trust & Investment Co60$2.7K<0.01%013F-HRTimeline
Painted Porch Advisors LLC45$2.03K<0.01%013F-HRTimeline
NorthRock Partners, LLC42$1.89K<0.01%013F-HRTimeline
Caldwell Trust Co41$1.85K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC40$1.8K<0.01%013F-HR/ATimeline
Reyes Financial Architecture, Inc.36$1.62K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC31$1.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.25$1.14K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.19$847<0.01%013F-HRTimeline
Global Wealth Strategies & Associates11$496<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$104<0.01%013F-HRTimelineGroup
WealthCollab, LLC2$91<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.2$71<0.01%013F-HRTimeline
Hemington Wealth Management20$00%013F-HRTimelineValue filed as zero, left out of ratios.
Avion Wealth3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-44,17613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.