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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,183,128$594M0.05%-5,838,84313F-HRTimelineGroup
Betterment LLC9,181,983$414M0.98%+2,094,08413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,315,309$285M0.02%+5,791,09313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,938,709$223M0.18%+194,69413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,943,150$178M0.01%-9,713,46113F-HRTimelineGroup
Fisher Asset Management, LLC3,236,702$146M0.06%-162,91713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,968,670$88.7M-292,140Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,467,840$66.2M0.03%+537,14813F-HRTimelineGroup
LPL Financial LLC1,244,515$56.1M0.02%+44,86313F-HRTimeline
UBS Group AGin group UBS Group AG773,057$34.8M0.01%+37,27913F-HRTimelineGroup
Financial Engines Advisors L.L.C.734,069$33.1M0.07%-23,27713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC685,579$30.9M0.08%-4,85913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC513,756$23.2M0.01%+242,36313F-HRTimelineGroup
Foster Group, Inc.491,429$22.1M0.83%-7,85013F-HRTimeline
One Capital Management, LLC489,070$22M0.75%-35,23013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN457,554$20.6M<0.01%+19,52213F-HRTimelineGroup
Allworth Financial LP447,006$19.8M0.11%+28,58013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding434,105$19.6M+122,626Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC424,225$19.1M0.36%-1,345,79413F-HRTimeline
Revolve Wealth Partners, LLC424,019$19.1M2.76%+9,15713F-HRTimeline
Avidian Wealth Enterprises, LLC423,250$19.1M0.85%+46,43213F-HRTimeline
Austin Private Wealth, LLC361,314$16.3M1.46%+318,04913F-HRTimeline
Elequin Capital, LP356,854$16.1M3.02%+347,49813F-HRTimeline
Arax Advisory Partners343,196$15.5M0.99%+42,58613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP330,185$14.9M0.02%+34,90113F-HRTimelineGroup
Ackerman Capital Advisors, LLC323,890$14.6M3.86%-18,42813F-HRTimeline
JFS WEALTH ADVISORS, LLC316,310$14.3M0.96%-7,42013F-HRTimeline
Cetera Investment Advisers289,995$13.1M0.03%+69,50513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD285,800$12.9M0.03%013F-HRTimeline
HighTower Advisors, LLC281,724$12.7M0.02%+32,32613F-HRTimeline
HBK Sorce Advisory LLC273,739$12.3M0.36%-18,30713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,033$9.15M0.02%-72,89613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC200,022$9.01M0.25%+13,48013F-HRTimeline
MML INVESTORS SERVICES, LLC194,011$8.74M0.03%-5,08613F-HRTimeline
Sterling Financial Group, Inc.174,012$7.84M2.83%-7,46213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC173,416$7.82M0.01%+18113F-HRTimeline
Wealthspire Advisors, LLC168,824$7.61M0.05%-2,90713F-HRTimeline
MATHER GROUP, LLC.168,555$7.6M0.09%-10,57413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC168,306$7.59M<0.01%-69,86113F-HRTimelineGroup
Cambridge Investment Research Advisors,…161,163$7.26M0.02%+3,80313F-HRTimeline
Crestwood Advisors Group, LLC157,674$7.11M0.14%-10,46313F-HRTimeline
McAdam, LLC142,491$6.42M0.4%-89,95713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC139,895$6.31M0.64%+10,40613F-HRTimeline
Mariner, LLCin group Mariner, LLC138,897$6.25M0.01%+6,51813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP129,534$5.84M0.01%+5,30413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…126,368$5.7M0.01%-20,26113F-HRTimeline
&PARTNERS126,664$5.69M0.06%+2,21913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC117,679$5.3M0.07%-5,56413F-HRTimelineGroup
SAGE FINANCIAL GROUP INC116,575$5.25M0.42%-1,10113F-HRTimeline
CWM, LLCin group CWM, LLC102,962$4.64M0.02%-31,46813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,669$4.63M<0.01%+1,40213F-HR/ATimelineGroup
PURE PORTFOLIOS HOLDINGS LLC97,175$4.38M1.61%+6,25313F-HRTimeline
Aquire Wealth Advisors, LLC95,054$4.28M1.32%-65213F-HRTimeline
TruNorth Capital Management, LLC94,482$4.26M1.06%+10,73113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC94,287$4.25M<0.01%+9,61613F-HRTimelineGroup
Fourth Dimension Wealth, LLC91,651$4.13M2%+15,79813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.91,553$4.13M0.06%-2,50013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…90,752$4.09M0.09%+14913F-HRTimelineGroup
Versant Capital Management, Inc88,514$3.99M0.67%-6,06213F-HRTimeline
COMERICA BANK85,474$3.85M0.02%-52,81713F-HRTimeline
Mayflower Financial Advisors, LLC85,316$3.85M0.58%-33313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd83,607$3.77M0.08%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC77,981$3.51M0.47%+5,98613F-HRTimeline
Towercrest Capital Management75,557$3.41M0.65%-2,19913F-HRTimeline
Invst, LLC73,168$3.3M0.45%-33,77013F-HRTimeline
Alliance Wealth Management Group70,378$3.17M0.85%-2,30413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…68,508$3.09M1.15%+11,44413F-HRTimelineGroup
Johnson Financial Group, LLC67,942$3.06M0.32%-24,01813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,183$2.85M0.01%-20,12313F-HR/ATimelineGroup
Steele Capital Management, Inc.63,106$2.84M0.15%+50013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC60,690$2.74M0.74%+4,36713F-HRTimeline
CX Institutional60,145$2.71M0.1%+55,83913F-HRTimeline
SteelPeak Wealth, LLC59,007$2.66M0.11%+20,24413F-HRTimeline
Evensky & Katz LLC56,385$2.54M0.17%-2,56813F-HRTimeline
Beacon Pointe Advisors, LLC55,583$2.51M0.03%-27,87213F-HRTimeline
SWS Partners54,309$2.45M0.8%-36,73813F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC53,881$2.43M<0.01%-42,41913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.51,777$2.33M0.01%-23,06513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding51,746$2.33M-6,850Timeline
JFG Wealth Management, LLC51,654$2.33M0.53%-1,82113F-HRTimeline
WealthShield Partners, LLC51,146$2.3M0.3%-4,18313F-HRTimeline
Cornerstone Wealth Management, LLC48,252$2.17M0.15%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV44,188$1.99M0.44%+31113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC41,512$1.87M<0.01%+1,24013F-HRTimelineGroup
Private Advisor Group, LLC40,810$1.84M0.01%+19,83413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,706$1.79M0.02%+5513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.36,371$1.64M0.05%-2,37813F-HRTimeline
Sanctuary Advisors, LLC35,970$1.62M0.01%-11713F-HRTimeline
Cornerstone Wealth Group, LLC35,646$1.61M0.13%+5,07713F-HRTimeline
Moser Wealth Advisors, LLC35,440$1.6M0.84%+40013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC35,257$1.59M0.27%013F-HRTimeline
EFG Private Wealth Management (Americas…35,010$1.58M0.32%+28213F-HRTimeline
One Wealth Advisors, LLC34,603$1.56M0.23%-58913F-HRTimeline
WBH ADVISORY INC34,271$1.54M0.14%+2,31213F-HRTimeline
Facet Wealth, Inc.34,295$1.52M0.04%+27,07913F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC34,590$1.52M0.15%+28,04713F-HRTimelineGroup
Goodman Advisory Group, LLC33,296$1.5M0.46%-4,36613F-HR/ATimeline
IFP Advisors, Inc33,250$1.5M0.05%-3,00513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,989$1.49M<0.01%-56913F-HRTimelineGroup
Belpointe Asset Management LLC32,427$1.46M0.08%new13F-HRTimeline
Fortis Capital Advisors, LLC32,427$1.46M0.3%new13F-HRTimeline
FLOW TRADERS U.S. LLC30,515$1.38M0.06%new13F-HRTimeline
Eagle Strategies LLC29,688$1.34M0.23%+5,22213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,312$1.28M0.01%+19,22213F-HRTimelineGroup
Keebeck Wealth Management28,238$1.27M0.19%+11,12613F-HRTimeline
Bowman & Co S.C.28,153$1.27M0.62%+6,89613F-HRTimeline
FMR LLCin group FMR LLC28,059$1.26M<0.01%+81413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC27,977$1.26M0.06%-5,15813F-HRTimelineGroup
Orion Porfolio Solutions, LLC26,471$1.19M0.01%+1,88913F-HRTimeline
Orion Portfolio Solutions, LLC26,471$1.19M0.01%+1,88913F-HR/ATimeline
NOVUS ADVISORS, LLC25,633$1.16M1.16%-63913F-HRTimeline
Olde Wealth Management, LLC24,729$1.11M0.39%013F-HRTimeline
Savvy Advisors, Inc.24,092$1.09M0.11%-17013F-HRTimeline
Tortoise Investment Management, LLC24,019$1.08M0.11%-7013F-HR/ATimeline
CUMBERLAND ADVISORS INC24,005$1.08M0.49%+53013F-HRTimeline
Sequoia Financial Advisors, LLC23,837$1.07M0.01%+1,11513F-HRTimeline
Integrated Wealth Concepts LLC23,272$1.05M0.01%-5,17213F-HRTimeline
Atria Wealth Solutions, Inc.22,836$1.03M0.01%-4,11313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding21,254$958K-4,708Timeline
FOCUS Wealth Advisors, LLC20,528$925K0.51%+2,12113F-HRTimeline
Linscomb Wealth, Inc.20,500$924K0.05%013F-HRTimeline
FINANCIAL LIFE ADVISORS20,490$923K0.34%-6,76213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC20,443$921K0.1%-68813F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co20,351$917K0.03%+45613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,345$917K0.01%-1,69313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC20,081$905K0.02%+1,38113F-HRTimelineGroup
Creative Planningin group Creative Planning19,428$876K<0.01%+79813F-HRTimelineGroup
Geneos Wealth Management Inc.19,359$873K0.01%+13,05813F-HRTimeline
Edge Financial Advisors LLC18,996$856K0.54%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,422$851K<0.01%-69813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC18,464$832K0.01%013F-HRTimeline
Idaho Trust Co18,350$827K0.34%013F-HRTimeline
Stokes Family Office, LLC18,297$825K0.09%-98513F-HRTimeline
Transcendent Capital Group LLC18,254$823K0.46%-34013F-HRTimeline
CFS Investment Advisory Services, LLC18,059$814K0.07%-5,53713F-HRTimeline
Tilson Financial Group, Inc.18,009$811K0.32%+30013F-HRTimeline
LITTLE HOUSE CAPITAL LLC17,761$800K0.22%-20713F-HRTimeline
NewEdge Advisors, LLC17,314$780K<0.01%-2,11413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC17,049$768K0.3%+67813F-HRTimeline
HAZLETT, BURT & WATSON, INC.16,739$754K0.34%013F-HRTimeline
Omega Financial Group, LLC16,570$747K0.29%-1,84913F-HRTimeline
TUDOR INVESTMENT CORP ET AL16,399$739K0.01%+7,48513F-HRTimeline
Signal Advisors Wealth, LLC15,999$721K0.07%+7,20813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,650$705K0.03%-81413F-HRTimelineGroup
Waverly Advisors, LLC15,546$701K0.01%+2,44613F-HRTimeline
DORVAL Corp14,839$686K0.28%-1,11613F-HRTimeline
Forefront Wealth Partners, LLC15,046$678K0.46%-3,17113F-HRTimeline
Aventura Private Wealth, LLC14,741$664K0.35%-4,00513F-HRTimeline
Wealthfront Advisers LLC14,353$647K<0.01%-2,51313F-HRTimeline
Compound Planning, Inc.14,267$643K0.03%+1,40213F-HRTimeline
AdvisorNet Financial, Inc13,755$620K0.05%+4,79913F-HRTimeline
HB Wealth Management, LLC13,580$612K0.01%+57213F-HRTimeline
Dakota Wealth Management13,543$610K0.01%+3,36613F-HRTimeline
Independent Wealth Network Inc.13,529$610K0.24%-11613F-HRTimeline
Edgestream Partners, L.P.13,047$588K0.02%+5,64513F-HRTimeline
Vertex Planning Partners, LLC13,003$586K0.13%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,925$583K0.01%-5,19413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,912$582K<0.01%013F-HRTimelineGroup
Magnus Financial Group LLC12,688$572K0.06%-1,96913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,365$557K<0.01%+2,12213F-HRTimelineGroup
OneDigital Investment Advisors LLC12,231$551K0.01%-47113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,167$548K0.02%-1,90313F-HRTimelineGroup
PFW Advisors LLC12,078$544K0.17%013F-HRTimeline
IHT Wealth Management, LLC11,958$539K0.02%-59213F-HRTimeline
Bristlecone Advisors, LLC11,895$536K0.04%+5,48913F-HRTimeline
Claro Advisors Inc.11,880$535K0.07%-3,39913F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,750$530K0.29%013F-HRTimeline
Ashton Thomas Private Wealth, LLC11,573$522K0.02%013F-HRTimeline
Friedenthal Financial11,370$512K0.31%-65213F-HRTimeline
Midwest Financial Network, LLC11,245$507K0.51%+1,30813F-HRTimeline
Stablepoint Partners, LLC11,229$506K0.09%-15213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,716$483K0.02%new13F-HRTimelineGroup
Cypress Wealth Services, LLC10,679$481K0.1%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,040$453K<0.01%-2,20713F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC9,819$443K0.01%+2,07213F-HRTimeline
Investment Planning Advisors, Inc.9,459$426K0.17%+77213F-HRTimeline
Steward Partners Investment Advisory, L…9,332$421K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,308$419K<0.01%+2,25513F-HRTimelineGroup
GAMMA Investing LLC9,302$419K0.03%+65613F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV9,233$416K<0.01%-4,37213F-HRTimeline
Moors & Cabot, Inc.8,919$402K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.8,910$402K0.31%+64813F-HRTimeline
Venturi Wealth Management, LLC8,863$399K0.02%+7,85613F-HRTimeline
Strive Asset Management, LLC8,862$399K0.28%-44,40513F-HR/ATimeline
CYPRESS FINANCIAL PLANNING LLC8,859$399K0.14%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,772$395K<0.01%-1,69713F-HRTimelineGroup
Composition Wealth, LLC8,729$393K0.01%-1,69613F-HRTimeline
Beaumont Financial Advisors, LLC8,546$385K0.03%013F-HRTimeline
Brucke Financial, Inc.8,263$369K0.32%+2,13613F-HRTimeline
Icon Wealth Advisors, LLC7,943$358K0.03%013F-HRTimeline
M1 Capital Management LLC7,876$355K0.22%+57913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,801$352K<0.01%new13F-HRTimelineGroup
VILLERE ST DENIS J & CO LLC7,794$351K0.03%013F-HRTimeline
TWO SIGMA SECURITIES, LLC7,521$339K0.05%+3,02813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,465$336K<0.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,393$333K<0.01%-2,22813F-HR/ATimelineGroup
Badgley Phelps Wealth Managers, LLC7,193$324K0.01%-3,93513F-HRTimeline
First Horizon Advisors, Inc.7,125$321K0.01%-3,61913F-HRTimeline
Kagan Cocozza Asset Management7,112$321K0.26%-813F-HRTimeline
Csenge Advisory Group7,192$318K0.02%+2,06013F-HRTimeline