CoreCap Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

CoreCap 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	$16.2K	Buy	378 +292	+340%	+$13K	﹤0.01%	1890
2026 Q2	$3.94K	Sell	86 -95	-52%	-$4.32K	﹤0.01%	2353
2026 Q1	$8.21K	Buy	181 +158	+687%	+$7.25K	﹤0.01%	2016
2025 Q4	$1.05K	Hold	23	–	–	﹤0.01%	2592
2025 Q3	$1.05K	Buy	+23	New	+$1.03K	﹤0.01%	2477
2024 Q3	–	Sell	-220	Closed	-$10.1K	–	2734
2024 Q2	$10.1K	Hold	220	–	–	﹤0.01%	1057
2024 Q1	$10.2K	Buy	+220	New	+$10.3K	﹤0.01%	1737
2022 Q4	$2.42K	Buy	+53	New	+$2.38K	﹤0.01%	1899
2022 Q3	–	Sell	-89	Closed	-$4K	–	1926
2022 Q2	$4K	Buy	+89	New	+$4.11K	﹤0.01%	1741
2022 Q1	–	Sell	-55	Closed	-$3K	–	1927
2021 Q4	$3K	Buy	+55	New	+$2.84K	﹤0.01%	1898

Other funds holding TFI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors's TFI Position: Q3 2026 in Review

CoreCap Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 340% in Q3 2026, buying an estimated $13K and bringing the position to 378 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

CoreCap Advisors first reported a position in TFI in Q4 2021 and has held it in 10 quarters since. 83 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

CoreCap Advisors held 378 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $16.2K as of Q3 2026.
CoreCap Advisors bought 292 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $13K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1890 holding.
CoreCap Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 10 quarters since.
83 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.