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Colton Groome Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Colton Groome Financial 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
Q3 		$426K Sell
9,970
-6,205
-38% -$277K 0.1% 103
2026
Q2 		$741K Buy
16,175
+10,425
+181% +$475K 0.18% 77
2026
Q1 		$261K Buy
5,750
+200
+4% +$9.18K 0.07% 121
2025
Q4 		$254K Buy
5,550
+700
+14% +$32K 0.07% 123
2025
Q3 		$221K Buy
4,850
+350
+8% +$15.7K 0.07% 131
2025
Q2 		$201K Buy
+4,500
New +$200K 0.07% 134
2024
Q4 		– Sell
-4,300
Closed -$201K – 133
2024
Q3 		$201K Sell
4,300
-250
-5% -$11.6K 0.08% 126
2024
Q2 		$208K Hold
4,550
– – 0.08% 117
2024
Q1 		$211K Hold
4,550
– – 0.09% 113
2023
Q4 		$214K Buy
+4,550
New +$204K 0.09% 115
2022
Q2 		– Sell
-4,250
Closed -$203K – 120
2022
Q1 		$203K Buy
+4,250
New +$212K 0.09% 108

Other funds holding TFI

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Colton Groome Financial Advisors's TFI Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 38% in Q3 2026, selling an estimated $277K and leaving 9,970 shares worth $426K. The position accounts for 0.1% of the portfolio, ranked #103.

Colton Groome Financial Advisors first reported a position in TFI in Q1 2022 and has held it in 11 quarters since. The position peaked at $741K in Q2 2026. 15 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

  • Colton Groome Financial Advisors held 9,970 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $426K as of Q3 2026.
  • Colton Groome Financial Advisors sold 6,205 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $277K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.1% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #103 holding.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • Colton Groome Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $741K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.