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

Apollon 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
2024
Q4 		– Sell
-4,859
Closed -$228K – 1270
2024
Q3 		$228K Buy
4,859
+395
+9% +$18.3K 0.01% 1021
2024
Q2 		$204K Sell
4,464
-2,495
-36% -$114K 0.01% 1016
2024
Q1 		$323K Buy
6,959
+1,685
+32% +$78.7K 0.01% 839
2023
Q4 		$248K Buy
+5,274
New +$237K 0.01% 910
2023
Q2 		– Sell
-4,866
Closed -$228K – 990
2023
Q1 		$228K Sell
4,866
-951
-16% -$44.1K 0.01% 761
2022
Q4 		$265K Sell
5,817
-453
-7% -$20.3K 0.02% 697
2022
Q3 		$276K Sell
6,270
-1,568
-20% -$72.1K 0.02% 633
2022
Q2 		$359K Sell
7,838
-4,784
-38% -$221K 0.03% 517
2022
Q1 		$604K Sell
12,622
-1,872
-13% -$93.3K 0.04% 413
2021
Q4 		$750K Buy
14,494
+135
+0.9% +$6.96K 0.06% 362
2021
Q3 		$741K Sell
14,359
-420
-3% -$21.9K 0.1% 189
2021
Q2 		$770K Sell
14,779
-5,698
-28% -$296K 0.14% 148
2021
Q1 		$1.06M Buy
20,477
+2,845
+16% +$148K 0.2% 98
2020
Q4 		$925K Sell
17,632
-4,501
-20% -$234K 0.25% 87
2020
Q3 		$1.15M Sell
22,133
-758
-3% -$39.5K 0.52% 41
2020
Q2 		$1.18M Sell
22,891
-3,352
-13% -$171K 0.65% 30
2020
Q1 		$1.31M Sell
26,243
-2,071
-7% -$105K 1.35% 20
2019
Q4 		$1.45M Buy
28,314
+1,669
+6% +$84.5K 1.28% 19
2019
Q3 		$1.35M Sell
26,645
-77
-0.3% -$3.91K 1.42% 15
2019
Q2 		$1.34M Sell
26,722
-1,015
-4% -$50.4K 1.54% 14
2019
Q1 		$1.37M Buy
27,737
+2,384
+9% +$116K 1.8% 11
2018
Q4 		$1.23M Buy
+25,353
New +$1.2M 1.13% 20

Other funds holding TFI

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Apollon Wealth Management's TFI Position: Q4 2024 in Review

Apollon Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 4,859 shares — an estimated $228K sold.

Apollon Wealth Management first reported a position in TFI in Q4 2018 and held it in 22 quarters. The position peaked at $1.45M in Q4 2019. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

  • Apollon Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 4,859 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024, an estimated $228K.
  • Apollon Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 22 quarters.
  • Apollon Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.45M in Q4 2019.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.