ACT Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

ACT Advisors’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,517	Closed	-$250K	–	96
2026 Q1	$250K	Sell	5,517 -180,824	-97%	-$8.3M	0.11%	59
2025 Q4	$8.52M	Buy	186,341 +1,954	+1%	+$89.3K	3.36%	9
2025 Q3	$8.4M	Buy	+184,387	New	+$8.26M	3.39%	11
2024 Q1	–	Sell	-337,656	Closed	-$15.9M	–	54
2023 Q4	$15.9M	Buy	+337,656	New	+$15.1M	9.05%	6

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

ACT Advisors's TFI Position: Q2 2026 in Review

ACT Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026, closing a stake of 5,517 shares — an estimated $250K sold.

ACT Advisors first reported a position in TFI in Q4 2023 and held it in 4 quarters. The position peaked at $15.9M in Q4 2023. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

ACT Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
ACT Advisors sold 5,517 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $250K.
ACT Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
ACT Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $15.9M in Q4 2023.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.