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Atomi Financial Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Atomi Financial Group’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 		$646K Buy
14,115
+227
+2% +$10.3K 0.02% 656
2026
Q1 		$630K Buy
13,888
+6,307
+83% +$289K 0.02% 627
2025
Q4 		$347K Buy
7,581
+1,261
+20% +$57.7K 0.01% 868
2025
Q3 		$288K Buy
6,320
+684
+12% +$30.6K 0.01% 911
2025
Q2 		$252K Sell
5,636
-8,631
-60% -$383K 0.01% 915
2025
Q1 		$643K Buy
14,267
+1,402
+11% +$63.9K 0.03% 431
2024
Q4 		$587K Buy
12,865
+5,348
+71% +$247K 0.03% 422
2024
Q3 		$352K Sell
7,517
-339
-4% -$15.7K 0.02% 603
2024
Q2 		$359K Buy
7,856
+291
+4% +$13.3K 0.03% 522
2024
Q1 		$352K Hold
7,565
– – 0.03% 470
2023
Q4 		$356K Sell
7,565
-1,854
-20% -$83.2K 0.05% 360
2023
Q3 		$412K Buy
9,419
+2,628
+39% +$119K 0.14% 177
2023
Q2 		$313K Buy
6,791
+627
+10% +$29K 0.14% 173
2023
Q1 		$289K Buy
+6,164
New +$286K 0.16% 159

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

Atomi Financial Group's TFI Position: Q2 2026 in Review

Atomi Financial Group increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 14,115 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #656.

Atomi Financial Group first reported a position in TFI in Q1 2023 and has held it in 14 quarters since. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Atomi Financial Group held 14,115 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $646K as of Q2 2026.
  • Atomi Financial Group bought 227 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $10.3K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #656 holding.
  • Atomi Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.