APA
TFI icon

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

American Portfolios 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
2022
Q3 		$63.1K Hold
1,435
– – ﹤0.01% 1576
2022
Q2 		$65.8K Sell
1,435
-573
-29% -$26.5K ﹤0.01% 1615
2022
Q1 		$97.2K Buy
2,008
+573
+40% +$28.6K ﹤0.01% 1523
2021
Q4 		$74.3K Sell
1,435
-470
-25% -$24.2K ﹤0.01% 1677
2021
Q3 		$98.3K Hold
1,905
– – ﹤0.01% 1466
2021
Q2 		$99.3K Buy
1,905
+6
+0.3% +$312 ﹤0.01% 1426
2021
Q1 		$98.1K Buy
1,899
+474
+33% +$24.7K ﹤0.01% 1323
2020
Q4 		$74.8K Buy
1,425
+11
+0.8% +$573 ﹤0.01% 1268
2020
Q3 		$73.4K Buy
1,414
+7
+0.5% +$365 ﹤0.01% 1196
2020
Q2 		$72.7K Buy
1,407
+7
+0.5% +$357 ﹤0.01% 1145
2020
Q1 		$70K Buy
1,400
+5
+0.4% +$254 0.01% 1028
2019
Q4 		$70.6K Buy
1,395
+10
+0.7% +$506 0.01% 1217
2019
Q3 		$70.2K Buy
1,385
+7
+0.5% +$355 0.01% 1149
2019
Q2 		$69.1K Buy
1,378
+7
+0.5% +$348 0.01% 1140
2019
Q1 		$67.5K Buy
1,371
+664
+94% +$32.2K 0.01% 1066
2018
Q4 		$34K Buy
707
+394
+126% +$18.6K ﹤0.01% 1175
2018
Q3 		$14.9K Buy
+313
New +$15K ﹤0.01% 1591
2018
Q2 		– Sell
-30
Closed -$1.44K – 2434
2018
Q1 		$1.44K Hold
30
– – ﹤0.01% 2160
2017
Q4 		$1.47K Buy
+30
New +$1.47K ﹤0.01% 2104

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's TFI Position: Q3 2022 in Review

American Portfolios Advisors held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q3 2022 at 1,435 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

American Portfolios Advisors first reported a position in TFI in Q4 2017 and has held it in 19 quarters since. The position peaked at $99.3K in Q2 2021. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

  • American Portfolios Advisors held 1,435 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $63.1K as of Q3 2022.
  • American Portfolios Advisors left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q3 2022.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1576 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • American Portfolios Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $99.3K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.