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AE Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

AE Wealth Management’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 		$274K Buy
5,993
+2,993
+100% +$136K ﹤0.01% 1534
2026
Q1 		$136K Buy
3,000
+237
+9% +$10.9K ﹤0.01% 1710
2025
Q4 		$126K Buy
2,763
+141
+5% +$6.45K ﹤0.01% 1631
2025
Q3 		$119K Buy
2,622
+658
+34% +$29.5K ﹤0.01% 1518
2025
Q2 		$87.7K Buy
1,964
+112
+6% +$4.98K ﹤0.01% 1512
2025
Q1 		$83.5K Sell
1,852
-267
-13% -$12.2K ﹤0.01% 1490
2024
Q4 		$96.7K Buy
+2,119
New +$97.7K ﹤0.01% 1439
2023
Q4 		– Sell
-7,252
Closed -$317K – 2177
2023
Q3 		$317K Sell
7,252
-152
-2% -$6.91K ﹤0.01% 1589
2023
Q2 		$342K Buy
7,404
+677
+10% +$31.3K ﹤0.01% 1554
2023
Q1 		$315K Sell
6,727
-826
-11% -$38.3K ﹤0.01% 1530
2022
Q4 		$345K Buy
7,553
+204
+3% +$9.16K ﹤0.01% 1449
2022
Q3 		$323K Sell
7,349
-3,868
-34% -$178K ﹤0.01% 1445
2022
Q2 		$514K Buy
11,217
+624
+6% +$28.8K ﹤0.01% 1193
2022
Q1 		$507K Sell
10,593
-3,719
-26% -$185K ﹤0.01% 1236
2021
Q4 		$740K Buy
14,312
+3,651
+34% +$188K 0.01% 1078
2021
Q3 		$550K Buy
10,661
+1,208
+13% +$63K ﹤0.01% 1136
2021
Q2 		$493K Buy
9,453
+1,794
+23% +$93.3K ﹤0.01% 1143
2021
Q1 		$396K Buy
7,659
+2,506
+49% +$130K ﹤0.01% 1132
2020
Q4 		$270K Buy
5,153
+1,138
+28% +$59.3K ﹤0.01% 1179
2020
Q3 		$208K Buy
+4,015
New +$209K ﹤0.01% 1169

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
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

AE Wealth Management's TFI Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 100% in Q2 2026, buying an estimated $136K and bringing the position to 5,993 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

AE Wealth Management first reported a position in TFI in Q3 2020 and has held it in 20 quarters since. The position peaked at $740K in Q4 2021. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • AE Wealth Management held 5,993 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $274K as of Q2 2026.
  • AE Wealth Management bought 2,993 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $136K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1534 holding.
  • AE Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and has held it in 20 quarters since.
  • AE Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $740K in Q4 2021.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.