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

Atria Wealth Solutions’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
2025 Q2	$430K	Sell	9,622 -13,214	-58%	-$587K	0.01%	985
2025 Q1	$1.03M	Sell	22,836 -4,113	-15%	-$188K	0.01%	880
2024 Q4	$1.23M	Buy	26,949 +10,420	+63%	+$481K	0.01%	849
2024 Q3	$774K	Buy	16,529 +3,746	+29%	+$174K	0.01%	1031
2024 Q2	$585K	Buy	12,783 +6,065	+90%	+$278K	0.01%	1162
2024 Q1	$312K	Sell	6,718 -4,281	-39%	-$200K	﹤0.01%	1533
2023 Q4	$517K	Buy	10,999 +5,382	+96%	+$241K	0.01%	1187
2023 Q3	$245K	Buy	+5,617	New	+$255K	﹤0.01%	1548
2023 Q1	–	Sell	-7,909	Closed	-$361K	–	1950
2022 Q4	$361K	Buy	7,909 +2,326	+42%	+$104K	0.01%	1257
2022 Q3	$246K	Buy	+5,583	New	+$257K	﹤0.01%	1433
2022 Q2	–	Sell	-7,162	Closed	-$343K	–	1885
2022 Q1	$343K	Buy	+7,162	New	+$357K	0.01%	1254

Other funds holding TFI

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

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Wealth Solutions's TFI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 58% in Q2 2025, selling an estimated $587K and leaving 9,622 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #985.

Atria Wealth Solutions first reported a position in TFI in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2024. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Atria Wealth Solutions held 9,622 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $430K as of Q2 2025.
Atria Wealth Solutions sold 13,214 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $587K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #985 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.23M in Q4 2024.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.