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

Crestwood Advisors Group’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
Q1 		$7.39M Sell
163,072
-426
-0.3% -$19.5K 0.12% 123
2025
Q4 		$7.47M Sell
163,498
-5,778
-3% -$264K 0.12% 119
2025
Q3 		$7.71M Sell
169,276
-28,232
-14% -$1.26M 0.13% 116
2025
Q2 		$8.82M Buy
197,508
+39,834
+25% +$1.77M 0.16% 107
2025
Q1 		$7.11M Sell
157,674
-10,463
-6% -$477K 0.14% 118
2024
Q4 		$7.67M Sell
168,137
-404
-0.2% -$18.6K 0.14% 113
2024
Q3 		$7.89M Sell
168,541
-17,906
-10% -$830K 0.15% 108
2024
Q2 		$8.53M Sell
186,447
-8,042
-4% -$368K 0.18% 96
2024
Q1 		$9.04M Sell
194,489
-36,020
-16% -$1.68M 0.2% 89
2023
Q4 		$10.8M Buy
230,509
+85,650
+59% +$3.84M 0.25% 81
2023
Q3 		$6.33M Buy
144,859
+68,838
+91% +$3.13M 0.17% 100
2023
Q2 		$3.51M Sell
76,021
-20,033
-21% -$928K 0.11% 91
2023
Q1 		$4.5M Sell
96,054
-74,964
-44% -$3.47M 0.15% 88
2022
Q4 		$7.8M Sell
171,018
-56,478
-25% -$2.54M 0.27% 75
2022
Q3 		$10M Buy
227,496
+112,593
+98% +$5.18M 0.36% 70
2022
Q2 		$5.27M Sell
114,903
-50,199
-30% -$2.32M 0.18% 87
2022
Q1 		$7.91M Buy
165,102
+3,136
+2% +$156K 0.22% 79
2021
Q4 		$8.38M Sell
161,966
-20,156
-11% -$1.04M 0.22% 81
2021
Q3 		$9.39M Sell
182,122
-4,890
-3% -$255K 0.27% 76
2021
Q2 		$9.74M Sell
187,012
-19,819
-10% -$1.03M 0.28% 77
2021
Q1 		$10.7M Sell
206,831
-27,010
-12% -$1.41M 0.34% 76
2020
Q4 		$12.3M Sell
233,841
-24,364
-9% -$1.27M 0.4% 67
2020
Q3 		$13.4M Sell
258,205
-15,988
-6% -$833K 0.5% 62
2020
Q2 		$14.2M Sell
274,193
-15,847
-5% -$807K 0.57% 58
2020
Q1 		$14.5M Sell
290,040
-23,075
-7% -$1.17M 0.72% 52
2019
Q4 		$15.8M Sell
313,115
-4,360
-1% -$221K 0.63% 55
2019
Q3 		$16.1M Sell
317,475
-5,109
-2% -$259K 0.71% 54
2019
Q2 		$16.2M Sell
322,584
-6,578
-2% -$327K 0.73% 51
2019
Q1 		$16.2M Buy
329,162
+5,181
+2% +$251K 1.16% 38
2018
Q4 		$15.6M Buy
323,981
+273,860
+546% +$13M 1.24% 36
2018
Q3 		$2.38M Sell
50,121
-410
-0.8% -$19.6K 0.17% 64
2018
Q2 		$2.42M Buy
50,531
+4,479
+10% +$214K 0.18% 64
2018
Q1 		$2.21M Buy
46,052
+1,158
+3% +$55.7K 0.17% 63
2017
Q4 		$2.2M Buy
44,894
+5,595
+14% +$274K 0.17% 65
2017
Q3 		$1.92M Buy
39,299
+4,735
+14% +$232K 0.16% 66
2017
Q2 		$1.7M Buy
34,564
+12,572
+57% +$611K 0.14% 68
2017
Q1 		$1.06M Buy
+21,992
New +$1.05M 0.09% 74

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Crestwood Advisors Group's TFI Position: Q1 2026 in Review

Crestwood Advisors Group reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.26% in Q1 2026, selling an estimated $19.5K and leaving 163,072 shares worth $7.39M. The position accounts for 0.12% of the portfolio, ranked #123.

Crestwood Advisors Group first reported a position in TFI in Q1 2017 and has held it in 37 quarters since. The position peaked at $16.2M in Q1 2019. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

  • Crestwood Advisors Group held 163,072 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $7.39M as of Q1 2026.
  • Crestwood Advisors Group sold 426 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $19.5K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.12% of Crestwood Advisors Group's portfolio in Q1 2026, its #123 holding.
  • Crestwood Advisors Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Crestwood Advisors Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $16.2M in Q1 2019.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.