Atria Investments’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Atria Investments’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	$817K	Buy	17,844 +10,208	+134%	+$465K	0.01%	1228
2026 Q1	$346K	Sell	7,636 -2,591	-25%	-$119K	﹤0.01%	1660
2025 Q4	$467K	Buy	10,227 +5,280	+107%	+$241K	0.01%	1492
2025 Q3	$225K	Buy	4,947 +315	+7%	+$14.1K	﹤0.01%	1881
2025 Q2	$207K	Buy	+4,632	New	+$206K	﹤0.01%	1911
2016 Q4	–	Sell	-11,400	Closed	-$571K	–	677
2016 Q3	$571K	Sell	11,400 -10,588	-48%	-$533K	0.05%	290
2016 Q2	$1.11M	Buy	21,988 +266	+1%	+$13.3K	0.12%	156
2016 Q1	$1.07M	Buy	21,722 +16,825	+344%	+$828K	0.12%	134
2015 Q4	$241K	Sell	4,897 -4,578	-48%	-$221K	0.03%	351
2015 Q3	$457K	Sell	9,475 -4,315	-31%	-$206K	0.06%	205
2015 Q2	$654K	Buy	13,790 +58	+0.4%	+$2.77K	0.08%	197
2015 Q1	$665K	Buy	13,732 +86	+0.6%	+$4.17K	0.08%	197
2014 Q4	$659K	Sell	13,646 -10,857	-44%	-$523K	0.07%	219
2014 Q3	$1.18M	Buy	24,503 +5,133	+26%	+$244K	0.12%	144
2014 Q2	$917K	Sell	19,370 -9,693	-33%	-$457K	0.09%	188
2014 Q1	$1.35M	Buy	29,063 +12,140	+72%	+$561K	0.14%	137
2013 Q4	$763K	Buy	16,923 +9,448	+126%	+$431K	0.08%	218
2013 Q3	$341K	Buy	7,475 +1,335	+22%	+$59.9K	0.04%	339
2013 Q2	$281K	Buy	+6,140	New	+$293K	0.03%	309

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atria Investments's TFI Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 134% in Q2 2026, buying an estimated $465K and bringing the position to 17,844 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #1228.

Atria Investments first reported a position in TFI in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.35M in Q1 2014. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Atria Investments held 17,844 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $817K as of Q2 2026.
Atria Investments bought 10,208 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $465K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1228 holding.
Atria Investments first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and has held it in 19 quarters since.
Atria Investments's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.35M in Q1 2014.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.