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Disclosery

TFI SPDR SERIES TRUST

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NUVEEN BLMBRG MU (fund)

300 managers (304 13F filers) reported a position in TFI shares at 2025-06-30, 61,721,373 shares in all. 40 filers opened a position and 50 filers sold out during the quarter.

Managers
300
13F filers
304
New
40
Added
87
Reduced
120
Sold out
50
Shares held by filers
61,721,373

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Prime Capital Investment Advisors, LLC6,175$276K<0.01%-3,64413F-HRTimeline
Crews Bank & Trust6,160$275K0.04%013F-HRTimeline
Facet Wealth, Inc.6,094$271K0.01%-28,20113F-HRTimeline
Moors & Cabot, Inc.6,019$269K0.01%-2,90013F-HRTimeline
Independent Advisor Alliance5,956$266K0.01%-8413F-HRTimeline
Braun-Bostich & Associates Inc.5,883$263K0.18%new13F-HRTimeline
Beaumont Financial Advisors, LLC5,846$261K0.02%-2,70013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.5,623$255K0.15%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,657$253K<0.01%+82913F-HRTimelineGroup
Compound Planning, Inc.5,636$252K0.01%-8,63113F-HRTimeline
CALTON & ASSOCIATES, INC.5,574$249K0.04%new13F-HRTimeline
GAMMA Investing LLC5,554$248K0.02%-3,74813F-HRTimeline
WealthTrust Axiom LLC5,500$246K0.07%013F-HRTimeline
Citizens National Bank Trust Department5,500$246K0.05%013F-HRTimeline
Farther Finance Advisors, LLC5,495$245K<0.01%+21113F-HRTimeline
PFG Advisors5,460$244K0.01%-15213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,401$241K<0.01%new13F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC5,399$241K0.11%new13F-HRTimeline
Total Clarity Wealth Management, Inc.5,327$238K0.07%new13F-HRTimeline
World Investment Advisors5,275$236K0.01%+28713F-HRTimeline
Oakwell Private Wealth Management, LLC5,214$233K0.05%new13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC5,176$231K0.03%013F-HRTimeline
Merit Financial Group, LLC5,048$226K<0.01%new13F-HRTimeline
Inscription Capital, LLC5,000$223K0.03%-3113F-HRTimeline
My Legacy Advisors, LLC4,925$220K0.08%-16313F-HRTimeline
Sowell Financial Services LLC4,892$219K0.01%-2213F-HRTimeline
Aptus Capital Advisors, LLC4,869$217K<0.01%-1,64613F-HRTimeline
First Heartland Consultants, Inc.4,832$216K0.02%new13F-HRTimeline
WEALTHGARDEN F.S. LLC4,801$213K0.18%-6213F-HRTimeline
Ridgeline Wealth, LLC4,729$211K0.17%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,706$210K<0.01%+1813F-HRTimeline
Arista Wealth Management, LLC4,662$208K0.03%-55713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC4,662$208K0.08%-10013F-HRTimeline
Taylor Hoffman Capital Management LLC4,656$208K0.07%013F-HRTimeline
Atria Investments, Inc4,632$207K<0.01%new13F-HRTimeline
Exchange Bank4,622$206K0.16%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,563$204K0.04%013F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC4,500$201K0.07%new13F-HRTimeline
Capital Advisors, Ltd. LLC4,426$198K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,326$193K0.14%-31213F-HRTimeline
BLAIR WILLIAM & CO/IL4,313$193K<0.01%-89113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,240$189K<0.01%+1,70813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC4,021$180K<0.01%013F-HRTimeline
Elequin Capital, LP4,020$180K0.02%-352,83413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,526$158K<0.01%013F-HRTimelineGroup
Keystone Global Partners, LLC3,240$145K0.08%-24513F-HRTimeline
Brooklyn Investment Group3,106$139K0.02%-1313F-HR/ATimeline
Fairscale Capital, LLC3,098$138K0.1%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,007$134K<0.01%-18113F-HRTimelineGroup
Bank of New Hampshire3,000$134K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,600$116K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…2,496$111K0.01%-1,14413F-HRTimeline
Park Place Capital Corp2,306$103K0.02%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$99.4K<0.01%013F-HRTimeline
AE Wealth Management LLC1,964$87.7K<0.01%+11213F-HRTimeline
WFA of San Diego, LLC1,545$69K0.05%13F-HRTimeline
ADIRONDACK TRUST CO1,500$67K0.02%013F-HRTimeline
Blue Trust, Inc.1,497$66.9K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,137$50.8K0.02%013F-HRTimeline
PRIVATE TRUST CO NA869$38.8K<0.01%-1,10513F-HRTimeline
GeoWealth Management, LLC819$36.6K<0.01%-53813F-HRTimeline
Parkside Financial Bank & Trust812$36.3K<0.01%013F-HRTimeline
Abound Wealth Management809$36.1K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC791$35.3K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.784$35K0.01%+613F-HRTimeline
BALLAST ADVISORS LLC745$33.3K0.01%013F-HRTimeline
Rossby Financial, LCC501$22.4K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding492$22K+267Timeline
MAI Capital Management458$20.5K<0.01%+35513F-HRTimeline
NewEdge Advisors, LLC442$19.8K<0.01%-16,87213F-HRTimeline
Parallel Advisors, LLC376$16.8K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.313$14.3K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC274$12.2K<0.01%-4313F-HRTimeline
Plante Moran Financial Advisors, LLC244$10.9K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC205$9.15K<0.01%013F-HRTimeline
Navigoe, LLC200$8K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC169$7.55K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC122$5.45K<0.01%-10213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN74$3.31K<0.01%013F-HRTimeline
CURIO WEALTH, LLC74$3.31K<0.01%+7313F-HRTimeline
Private Wealth Management Group, LLC70$3.13K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC70$3.12K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co60$2.68K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.55$2.46K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…50$2.23K<0.01%new13F-HRTimelineGroup
Painted Porch Advisors LLC45$2.01K<0.01%013F-HRTimeline
Caldwell Trust Co41$1.83K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC40$1.79K<0.01%013F-HR/ATimeline
Reyes Financial Architecture, Inc.36$1.61K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC31$1.39K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.25$1.13K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.19$846<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC15$670<0.01%new13F-HRTimeline
Compass Financial Services Inc11$493<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates11$491<0.01%013F-HRTimeline
Smartleaf Asset Management LLC10$445<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$171<0.01%+213F-HRTimelineGroup
WealthCollab, LLC2$90<0.01%013F-HRTimeline
Hemington Wealth Management20$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.