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

Ancora 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
2023 Q3	–	Sell	-63	Closed	-$2.91K	–	1830
2023 Q2	$2.91K	Hold	63	–	–	﹤0.01%	1450
2023 Q1	$2.95K	Buy	+63	New	+$2.92K	﹤0.01%	1473
2022 Q4	–	Sell	-9,568	Closed	-$421K	–	1947
2022 Q3	$421K	Sell	9,568 -1,100	-10%	-$50.6K	0.01%	534
2022 Q2	$489K	Sell	10,668 -103	-1%	-$4.76K	0.01%	531
2022 Q1	$516K	Buy	10,771 +103	+1%	+$5.13K	0.01%	542
2021 Q4	$552K	Hold	10,668	–	–	0.01%	531
2021 Q3	$550K	Hold	10,668	–	–	0.01%	516
2021 Q2	$556K	Sell	10,668 -1,086	-9%	-$56.5K	0.01%	515
2021 Q1	$607K	Hold	11,754	–	–	0.02%	474
2020 Q4	$617K	Buy	11,754 +1,086	+10%	+$56.5K	0.02%	438
2020 Q3	$554K	Hold	10,668	–	–	0.02%	421
2020 Q2	$551K	Hold	10,668	–	–	0.02%	409
2020 Q1	$533K	Hold	10,668	–	–	0.02%	447
2019 Q4	$540K	Hold	10,668	–	–	0.02%	484
2019 Q3	$541K	Sell	10,668 -490	-4%	-$24.9K	0.02%	448
2019 Q2	$559K	Buy	+11,158	New	+$554K	0.03%	403
2018 Q4	–	Sell	-1,904	Closed	-$90K	–	1128
2018 Q3	$90K	Buy	+1,904	New	+$91.2K	﹤0.01%	774
2017 Q1	–	Sell	-1,904	Closed	-$90K	–	1032
2016 Q4	$90K	Buy	+1,904	New	+$92.2K	0.01%	677

Other funds holding TFI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ancora Advisors's TFI Position: Q3 2023 in Review

Ancora Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 63 shares — an estimated $2.91K sold.

Ancora Advisors first reported a position in TFI in Q4 2016 and held it in 18 quarters. The position peaked at $617K in Q4 2020. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

Ancora Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Ancora Advisors sold 63 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $2.91K.
Ancora Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and held it in 18 quarters.
Ancora Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $617K in Q4 2020.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Ancora Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.