Creative Planning
TFI icon

Creative Planning’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Creative Planning’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 		$694K Sell
15,160
-7,384
-33% -$336K ﹤0.01% 2935
2026
Q1 		$1.02M Buy
22,544
+4,445
+25% +$204K ﹤0.01% 2434
2025
Q4 		$827K Buy
18,099
+375
+2% +$17.1K ﹤0.01% 2437
2025
Q3 		$808K Buy
17,724
+459
+3% +$20.6K ﹤0.01% 2320
2025
Q2 		$771K Sell
17,265
-2,163
-11% -$96.1K ﹤0.01% 2070
2025
Q1 		$876K Buy
19,428
+798
+4% +$36.4K ﹤0.01% 1821
2024
Q4 		$850K Buy
18,630
+674
+4% +$31.1K ﹤0.01% 1768
2024
Q3 		$841K Buy
17,956
+1,535
+9% +$71.2K ﹤0.01% 1659
2024
Q2 		$751K Sell
16,421
-2,311
-12% -$106K ﹤0.01% 1625
2024
Q1 		$871K Buy
18,732
+4,284
+30% +$200K ﹤0.01% 1423
2023
Q4 		$679K Sell
14,448
-5,763
-29% -$258K ﹤0.01% 1488
2023
Q3 		$883K Buy
20,211
+1,436
+8% +$65.3K ﹤0.01% 1224
2023
Q2 		$867K Buy
18,775
+99
+0.5% +$4.58K ﹤0.01% 1210
2023
Q1 		$874K Buy
18,676
+701
+4% +$32.5K ﹤0.01% 1147
2022
Q4 		$820K Buy
17,975
+471
+3% +$21.2K ﹤0.01% 1137
2022
Q3 		$770K Sell
17,504
-5,235
-23% -$241K ﹤0.01% 1082
2022
Q2 		$1.04M Sell
22,739
-3,618
-14% -$167K ﹤0.01% 958
2022
Q1 		$1.26M Sell
26,357
-851
-3% -$42.4K ﹤0.01% 880
2021
Q4 		$1.41M Sell
27,208
-1,670
-6% -$86.1K ﹤0.01% 804
2021
Q3 		$1.49M Buy
28,878
+2,177
+8% +$114K ﹤0.01% 777
2021
Q2 		$1.39M Buy
26,701
+5,239
+24% +$273K ﹤0.01% 804
2021
Q1 		$1.11M Sell
21,462
-1,330
-6% -$69.2K ﹤0.01% 975
2020
Q4 		$1.2M Buy
22,792
+2,854
+14% +$149K ﹤0.01% 872
2020
Q3 		$1.03M Buy
19,938
+5,555
+39% +$290K ﹤0.01% 789
2020
Q2 		$743K Sell
14,383
-481
-3% -$24.5K ﹤0.01% 858
2020
Q1 		$743K Sell
14,864
-1,484
-9% -$75.4K ﹤0.01% 764
2019
Q4 		$827K Sell
16,348
-596
-4% -$30.2K ﹤0.01% 876
2019
Q3 		$859K Buy
16,944
+549
+3% +$27.9K ﹤0.01% 824
2019
Q2 		$822K Buy
16,395
+2,300
+16% +$114K ﹤0.01% 844
2019
Q1 		$695K Buy
14,095
+4,316
+44% +$209K ﹤0.01% 884
2018
Q4 		$471K Sell
9,779
-5,714
-37% -$270K ﹤0.01% 996
2018
Q3 		$736K Buy
15,493
+5,660
+58% +$271K ﹤0.01% 890
2018
Q2 		$472K Buy
9,833
+2,204
+29% +$105K ﹤0.01% 1102
2018
Q1 		$366K Sell
7,629
-2,028
-21% -$97.6K ﹤0.01% 1246
2017
Q4 		$473K Buy
9,657
+1,706
+21% +$83.5K ﹤0.01% 1109
2017
Q3 		$389K Buy
7,951
+1,593
+25% +$78.2K ﹤0.01% 1171
2017
Q2 		$310K Buy
6,358
+57
+0.9% +$2.77K ﹤0.01% 1277
2017
Q1 		$302K Buy
6,301
+1,163
+23% +$55.4K ﹤0.01% 1259
2016
Q4 		$244K Sell
5,138
-1,344
-21% -$65.1K ﹤0.01% 1302
2016
Q3 		$325K Buy
6,482
+1,815
+39% +$91.4K ﹤0.01% 1138
2016
Q2 		$236K Sell
4,667
-1,700
-27% -$84.8K ﹤0.01% 1177
2016
Q1 		$314K Buy
6,367
+2,590
+69% +$127K ﹤0.01% 969
2015
Q4 		$184K Sell
3,777
-5
-0.1% -$242 ﹤0.01% 1250
2015
Q3 		$182K Buy
+3,782
New +$181K ﹤0.01% 1247
2015
Q2 		– Sell
-3,382
Closed -$164K – 2821
2015
Q1 		$164K Buy
3,382
+846
+33% +$41K ﹤0.01% 1295
2014
Q4 		$123K Buy
2,536
+5
+0.2% +$241 ﹤0.01% 1433
2014
Q3 		$121K Buy
2,531
+2,520
+22,909% +$120K ﹤0.01% 1349
2014
Q2 		$1K Buy
+11
New +$518 ﹤0.01% 3665
2013
Q4 		– Sell
-526
Closed -$24K – 3466
2013
Q3 		$24K Sell
526
-524
-50% -$23.5K ﹤0.01% 1995
2013
Q2 		$48K Buy
+1,050
New +$50.1K ﹤0.01% 1406

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
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

Creative Planning's TFI Position: Q2 2026 in Review

Creative Planning reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 33% in Q2 2026, selling an estimated $336K and leaving 15,160 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

Creative Planning first reported a position in TFI in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.49M in Q3 2021. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Creative Planning held 15,160 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $694K as of Q2 2026.
  • Creative Planning sold 7,384 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $336K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2935 holding.
  • Creative Planning first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and has held it in 50 quarters since.
  • Creative Planning's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.49M in Q3 2021.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.