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

Aptus Capital 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 		$127K Sell
2,777
-15,329
-85% -$698K ﹤0.01% 1207
2026
Q1 		$821K Buy
18,106
+14,936
+471% +$685K 0.01% 615
2025
Q4 		$145K Buy
3,170
+55
+2% +$2.52K ﹤0.01% 1089
2025
Q3 		$142K Sell
3,115
-1,754
-36% -$78.6K ﹤0.01% 1041
2025
Q2 		$217K Sell
4,869
-1,646
-25% -$73.1K ﹤0.01% 920
2025
Q1 		$294K Sell
6,515
-2,263
-26% -$103K ﹤0.01% 775
2024
Q4 		$400K Buy
8,778
+7,520
+598% +$347K ﹤0.01% 702
2024
Q3 		$58.9K Buy
1,258
+433
+52% +$20.1K ﹤0.01% 913
2024
Q2 		$37.7K Buy
825
+419
+103% +$19.2K ﹤0.01% 922
2024
Q1 		$18.9K Buy
406
+219
+117% +$10.2K ﹤0.01% 976
2023
Q4 		$8.79K Hold
187
– – ﹤0.01% 808
2023
Q3 		$8.17K Hold
187
– – ﹤0.01% 811
2023
Q2 		$8.63K Hold
187
– – ﹤0.01% 706
2023
Q1 		$8.76K Sell
187
-600
-76% -$27.8K ﹤0.01% 691
2022
Q4 		$35.9K Hold
787
– – ﹤0.01% 617
2022
Q3 		$35K Buy
787
+600
+321% +$27.6K ﹤0.01% 578
2022
Q2 		$9K Hold
187
– – ﹤0.01% 584
2022
Q1 		$9K Hold
187
– – ﹤0.01% 615
2021
Q4 		$10K Hold
187
– – ﹤0.01% 501
2021
Q3 		$10K Sell
187
-191
-51% -$9.96K ﹤0.01% 477
2021
Q2 		$20K Hold
378
– – ﹤0.01% 464
2021
Q1 		$20K Hold
378
– – ﹤0.01% 430
2020
Q4 		$19K Hold
378
– – ﹤0.01% 391
2020
Q3 		$19K Hold
378
– – ﹤0.01% 391
2020
Q2 		$19K Hold
378
– – ﹤0.01% 356
2020
Q1 		$18K Hold
378
– – ﹤0.01% 348
2019
Q4 		$19K Sell
378
-1,635
-81% -$82.8K ﹤0.01% 435
2019
Q3 		$102K Buy
+2,013
New +$102K 0.01% 375

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 22.96% 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

Aptus Capital Advisors's TFI Position: Q2 2026 in Review

Aptus Capital Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 85% in Q2 2026, selling an estimated $698K and leaving 2,777 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Aptus Capital Advisors first reported a position in TFI in Q3 2019 and has held it in 28 quarters since. The position peaked at $821K in Q1 2026. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Aptus Capital Advisors held 2,777 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $127K as of Q2 2026.
  • Aptus Capital Advisors sold 15,329 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $698K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1207 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $821K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.