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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,021,971$868M0.08%+1,016,33313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,656,611$623M0.04%+2,132,67213F-HR/ATimelineGroup
Betterment LLC7,087,899$323M0.77%+240,67213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,744,015$216M0.18%+141,65413F-HRTimelineGroup
Fisher Asset Management, LLC3,399,619$155M0.06%-149,27213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,260,810$103M+830,532Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,770,019$80.7M1.56%+59,60513F-HRTimeline
LPL Financial LLC1,199,652$54.7M0.02%+203,41813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/930,692$42.5M0.02%-331,57113F-HRTimelineGroup
Financial Engines Advisors L.L.C.757,346$34.6M0.07%-27,87313F-HRTimeline
UBS Group AGin group UBS Group AG735,778$33.6M0.01%+10,48613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC690,438$31.5M0.09%+4,59013F-HRTimelineGroup
One Capital Management, LLC524,300$23.9M0.79%-71,32613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO524,216$23.9M<0.01%-7,92313F-HRTimelineGroup
Foster Group, Inc.499,279$22.8M0.87%-9,10013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN438,032$20M<0.01%+83,68213F-HRTimelineGroup
Allworth Financial LP418,426$19.1M0.1%-17,99313F-HRTimeline
Revolve Wealth Partners, LLC414,862$18.9M2.81%+3,46213F-HR/ATimeline
Avidian Wealth Enterprises, LLC376,818$17.2M0.77%+5,95313F-HRTimeline
Ackerman Capital Advisors, LLC342,318$15.6M4.09%+2,27013F-HRTimeline
JFS WEALTH ADVISORS, LLC323,730$14.8M1.01%-2,68713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding311,479$14.2M+4,650Timeline
Arax Advisory Partners300,610$13.7M0.86%+29,79513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP295,284$13.5M0.01%-12,28813F-HRTimelineGroup
HBK Sorce Advisory LLC292,046$13.3M0.4%+1,51513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD285,800$13M0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.275,929$12.6M0.03%-22,74913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC271,393$12.4M<0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC249,398$11.4M0.02%-131,17613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC238,167$10.9M<0.01%+21,72313F-HRTimelineGroup
McAdam, LLC232,448$10.6M0.58%-14,89613F-HRTimeline
Cetera Investment Advisers220,490$10.1M0.02%+9,36013F-HRTimeline
MML INVESTORS SERVICES, LLC199,097$9.08M0.03%+74,95313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC186,542$8.51M0.24%+45,01013F-HRTimeline
Sterling Financial Group, Inc.181,474$8.28M3.08%-11,92313F-HRTimeline
MATHER GROUP, LLC.179,129$8.17M0.11%-3,19313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC173,235$7.9M0.01%+2,88713F-HRTimeline
Wealthspire Advisors, LLC171,731$7.83M0.08%-7,60213F-HRTimeline
Crestwood Advisors Group, LLC168,137$7.67M0.14%-40413F-HRTimeline
Cambridge Investment Research Advisors,…157,360$7.18M0.02%+4,46313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,629$6.69M0.01%+2,22413F-HR/ATimeline
COMERICA BANK138,291$6.31M0.03%-7,55913F-HR/ATimeline
CWM, LLCin group CWM, LLC134,430$6.13M0.03%-8,40013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC132,379$6.04M0.01%+15,81713F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC129,489$5.91M0.6%-27,68013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…127,482$5.82M0.01%new13F-HRTimelineGroup
&PARTNERS124,445$5.68M0.07%+41,49613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP124,230$5.67M0.01%+93313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC123,243$5.62M0.06%+44,20613F-HRTimelineGroup
SAGE FINANCIAL GROUP INC117,676$5.37M0.43%+4413F-HRTimeline
Invst, LLC106,938$4.88M0.59%+3,43513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,267$4.62M<0.01%+2,97613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC96,300$4.39M0.01%-136,60013F-HRTimeline
Aquire Wealth Advisors, LLC95,706$4.37M1.35%+4,37513F-HRTimeline
Versant Capital Management, Inc94,576$4.31M0.93%-1,24113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.94,053$4.29M0.06%-33,19313F-HRTimelineGroup
Johnson Financial Group, LLC91,960$4.2M0.49%+82,10413F-HRTimeline
SWS Partners91,047$4.15M1.26%-90013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC90,922$4.15M1.54%-21,47113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…90,603$4.13M0.09%+1,40213F-HRTimelineGroup
Mayflower Financial Advisors, LLC85,649$3.91M0.58%-16,24913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,671$3.86M<0.01%new13F-HRTimelineGroup
TruNorth Capital Management, LLC83,751$3.82M1.04%-5,29213F-HRTimeline
Beacon Pointe Advisors, LLC83,455$3.81M0.04%-19,97113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC83,306$3.8M0.01%-73,65413F-HRTimelineGroup
Towercrest Capital Management77,756$3.55M0.57%-40,87813F-HRTimeline
Fourth Dimension Wealth, LLC75,853$3.46M1.81%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.74,842$3.41M0.02%+24,67813F-HRTimeline
Alliance Wealth Management Group72,682$3.32M0.89%-41,01213F-HRTimeline
HHM Wealth Advisors, LLC71,995$3.28M0.45%+11,34613F-HRTimeline
Steele Capital Management, Inc.62,606$2.86M0.15%-88,76013F-HRTimeline
Evensky & Katz LLC58,953$2.69M0.18%+1,82013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding58,596$2.67M-150Timeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…57,064$2.6M0.99%+1,41613F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC56,323$2.57M0.7%+6,93513F-HRTimeline
WealthShield Partners, LLC55,329$2.52M0.36%+31,21513F-HRTimeline
JFG Wealth Management, LLC53,475$2.44M0.56%+47,17713F-HRTimeline
Strive Asset Management, LLC53,267$2.43M1.82%13F-HRTimeline
Cornerstone Wealth Management, LLC48,252$2.2M0.15%-813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…44,176$2.01M0.11%+12,23313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV43,877$2M0.45%+5513F-HRTimeline
Austin Private Wealth, LLC43,265$1.97M0.19%+31413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC40,272$1.84M<0.01%+1,32013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,651$1.81M0.02%+31713F-HRTimelineGroup
SteelPeak Wealth, LLC38,763$1.77M0.07%-21,26513F-HRTimeline
HARBOUR INVESTMENTS, INC.38,749$1.77M0.05%+7,20313F-HRTimeline
Goodman Advisory Group, LLC37,662$1.72M0.51%-72113F-HRTimeline
IFP Advisors, Inc36,255$1.65M0.05%-11813F-HRTimeline
Balentine LLC36,220$1.65M0.07%+33,98213F-HRTimeline
Sanctuary Advisors, LLC36,087$1.65M0.01%+1,36213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC35,257$1.61M0.27%+13013F-HRTimeline
One Wealth Advisors, LLC35,192$1.61M0.24%-413F-HRTimeline
Moser Wealth Advisors, LLC35,040$1.6M0.83%-1,85013F-HRTimeline
EFG Private Wealth Management (Americas…34,728$1.58M0.31%-4,86713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,558$1.53M<0.01%-5,20813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC33,135$1.51M0.07%-2,38513F-HRTimelineGroup
WBH ADVISORY INC31,959$1.46M0.14%+3,50813F-HRTimeline
Cornerstone Wealth Group, LLC30,569$1.39M0.11%+1,18713F-HRTimeline
Independent Advisor Alliance29,946$1.37M0.02%new13F-HRTimeline
Global Retirement Partners, LLC29,016$1.32M0.04%+4,22813F-HRTimeline
Integrated Wealth Concepts LLC28,444$1.3M0.02%+8,18713F-HRTimeline
FINANCIAL LIFE ADVISORS27,252$1.24M0.47%-36913F-HRTimeline
FMR LLCin group FMR LLC27,245$1.24M<0.01%+8,61913F-HRTimelineGroup
Atria Wealth Solutions, Inc.26,949$1.23M0.01%+10,42013F-HRTimeline
NOVUS ADVISORS, LLC26,272$1.2M1.19%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding25,962$1.18M+13,538Timeline
Olde Wealth Management, LLC24,729$1.13M0.4%013F-HRTimeline
Orion Porfolio Solutions, LLC24,582$1.12M0.01%-1,72313F-HRTimeline
Orion Portfolio Solutions, LLC24,582$1.12M0.01%-1,72313F-HRTimeline
Eagle Strategies LLC24,466$1.12M0.19%-18413F-HRTimeline
Savvy Advisors, Inc.24,262$1.11M0.13%-8713F-HRTimeline
Tortoise Investment Management, LLC24,089$1.1M0.12%013F-HR/ATimeline
PRIVATE TRUST CO NA23,880$1.09M0.11%+86913F-HRTimeline
CFS Investment Advisory Services, LLC23,596$1.08M0.1%-15,07613F-HRTimeline
CUMBERLAND ADVISORS INC23,475$1.07M0.43%+3,03013F-HRTimeline
Sequoia Financial Advisors, LLC22,722$1.04M0.01%-2513F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,038$1.01M0.02%+7,59813F-HRTimelineGroup
Bowman & Co S.C.21,257$970K0.5%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC21,131$964K0.11%-22,98813F-HRTimelineGroup
Private Advisor Group, LLC20,976$957K0.01%-3,26913F-HRTimeline
Linscomb Wealth, Inc.20,500$935K0.05%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.20,453$933K0.04%+1,90913F-HRTimelineGroup
Vise Technologies, Inc.20,176$920K0.08%-1,87313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,120$916K<0.01%-48913F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co19,895$908K0.03%-15813F-HRTimeline
NewEdge Advisors, LLC19,428$886K0.01%+14,25613F-HRTimeline
Stokes Family Office, LLC19,282$880K0.09%013F-HRTimeline
Aventura Private Wealth, LLC18,746$855K0.46%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC18,700$853K0.02%-2,29113F-HRTimelineGroup
Creative Planningin group Creative Planning18,630$850K<0.01%+67413F-HRTimelineGroup
Transcendent Capital Group LLC18,594$848K0.44%-2,20713F-HRTimeline
RWA WEALTH PARTNERS, LLC18,464$842K0.01%013F-HRTimeline
Omega Financial Group, LLC18,419$840K0.32%-25613F-HRTimeline
FOCUS Wealth Advisors, LLC18,407$840K0.45%-97813F-HRTimeline
Idaho Trust Co18,350$837K0.42%-3213F-HRTimeline
Forefront Wealth Partners, LLC18,217$831K0.62%13F-HRTimeline
Summit Trail Advisors, LLC18,144$828K0.03%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC18,119$827K0.02%-1,81713F-HRTimeline
LITTLE HOUSE CAPITAL LLC17,968$820K0.23%-2,61313F-HRTimeline
Tilson Financial Group, Inc.17,709$808K0.33%+1,50513F-HRTimeline
Keebeck Wealth Management17,112$781K0.11%+81413F-HRTimeline
Aveo Capital Partners, LLC16,978$775K0.08%+29013F-HRTimeline
Wealthfront Advisers LLC16,866$769K<0.01%-2,65213F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.16,739$764K0.34%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,464$751K0.03%+4613F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC16,371$747K0.28%-2,74513F-HRTimeline
DORVAL Corp15,955$728K0.29%-2,94313F-HRTimeline
Claro Advisors Inc.15,279$697K0.09%-4,92213F-HRTimeline
Magnus Financial Group LLC14,657$669K0.06%+2,46613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,070$642K0.05%-14213F-HRTimelineGroup
Independent Wealth Network Inc.13,645$622K0.25%-9,17913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,605$621K<0.01%-4,83113F-HRTimeline
BAILARD, INC.13,583$620K0.02%-242,01213F-HRTimeline
Engineers Gate Manager LP13,175$601K0.01%new13F-HRTimeline
Waverly Advisors, LLC13,100$598K0.01%+50013F-HRTimeline
HB Wealth Management, LLC13,008$593K0.01%013F-HRTimeline
Vertex Planning Partners, LLC13,003$593K0.13%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,912$589K<0.01%013F-HR/ATimelineGroup
Compound Planning, Inc.12,865$587K0.03%+5,34813F-HRTimeline
OneDigital Investment Advisors LLC12,702$579K0.01%+44713F-HRTimeline
IHT Wealth Management, LLC12,550$573K0.02%-8,94513F-HRTimeline
Bragg Financial Advisors, Inc12,262$559K0.02%-6,39313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,247$559K<0.01%+2213F-HRTimelineGroup
PFW Advisors LLC12,078$551K0.17%13F-HRTimeline
Friedenthal Financial12,022$548K0.32%+8413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,750$536K0.26%013F-HRTimeline
Ashton Thomas Private Wealth, LLC11,573$528K0.02%new13F-HRTimeline
Stablepoint Partners, LLC11,381$519K0.1%-61813F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,128$508K0.01%013F-HRTimeline
Crews Bank & Trust10,843$495K0.08%13F-HRTimeline
First Horizon Advisors, Inc.10,744$490K0.01%+3,61913F-HRTimeline
Schonfeld Strategic Advisors LLC10,621$485K<0.01%-10,33813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,469$478K<0.01%+1,90913F-HRTimelineGroup
Composition Wealth, LLC10,425$476K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,243$467K<0.01%-38,23713F-HRTimelineGroup
Dakota Wealth Management10,177$464K0.01%+2,34413F-HRTimeline
Midwest Financial Network, LLC9,937$453K0.47%13F-HRTimeline
Stephens Consulting, LLC9,788$447K0.11%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,621$439K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP9,356$427K0.05%-11,32413F-HRTimeline
Steward Partners Investment Advisory, L…9,332$426K<0.01%-5,85413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,090$415K<0.01%+2613F-HRTimelineGroup
AdvisorNet Financial, Inc8,956$409K0.03%+53013F-HRTimeline
Moors & Cabot, Inc.8,919$407K0.02%-1,30013F-HRTimeline
TUDOR INVESTMENT CORP ET AL8,914$407K<0.01%new13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,859$404K0.15%-8,48613F-HRTimeline
Signal Advisors Wealth, LLC8,791$401K0.05%new13F-HRTimeline
Aptus Capital Advisors, LLC8,778$400K<0.01%+7,52013F-HRTimeline
Collaborative Wealth Managment Inc.8,721$398K0.18%new13F-HRTimeline
Investment Planning Advisors, Inc.8,687$396K0.17%+67413F-HRTimeline
GAMMA Investing LLC8,646$394K0.03%+2,85213F-HRTimeline
Beaumont Financial Advisors, LLC8,546$390K0.03%+31413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.8,262$377K0.27%-32913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,075$368K<0.01%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC7,943$362K0.03%013F-HRTimeline
VILLERE ST DENIS J & CO LLC7,794$356K0.03%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,771$355K<0.01%-5,24813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC7,747$353K0.01%+40513F-HRTimeline
My Legacy Advisors, LLC7,733$350K0.14%-14413F-HRTimeline
Edgestream Partners, L.P.7,402$338K0.01%-2,90813F-HRTimeline