CIM
TFI icon

Capital Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Capital Investment 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
2026
Q2 		$5.03M Buy
109,860
+18,297
+20% +$833K 1.54% 13
2026
Q1 		$4.15M Buy
91,563
+8,740
+11% +$401K 1.43% 13
2025
Q4 		$3.79M Buy
+82,823
New +$3.79M 1.32% 15

Other funds holding TFI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Capital Investment Management's TFI Position: Q2 2026 in Review

Capital Investment Management increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 20% in Q2 2026, buying an estimated $833K and bringing the position to 109,860 shares worth $5.03M. The position accounts for 1.54% of the portfolio, ranked #13.

Capital Investment Management first reported a position in TFI in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Capital Investment Management held 109,860 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $5.03M as of Q2 2026.
  • Capital Investment Management bought 18,297 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $833K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 1.54% of Capital Investment Management's portfolio in Q2 2026, its #13 holding.
  • Capital Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.