CI
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CX Institutional’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

CX Institutional’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 		$4.01M Buy
87,482
+43,350
+98% +$1.97M 0.12% 176
2026
Q1 		$2M Sell
44,132
-43,675
-50% -$2M 0.06% 253
2025
Q4 		$4.01M Buy
87,807
+16,479
+23% +$753K 0.12% 157
2025
Q3 		$3.25M Buy
71,328
+40,836
+134% +$1.83M 0.1% 170
2025
Q2 		$1.36M Sell
30,492
-29,653
-49% -$1.32M 0.05% 227
2025
Q1 		$2.71M Buy
60,145
+55,839
+1,297% +$2.55M 0.1% 161
2024
Q4 		$196K Sell
4,306
-1,905
-31% -$87.9K 0.01% 514
2024
Q3 		$291K Sell
6,211
-21
-0.3% -$974 0.01% 472
2024
Q2 		$285K Sell
6,232
-84
-1% -$3.85K 0.01% 472
2024
Q1 		$294K Sell
6,316
-1,140
-15% -$53.2K 0.01% 459
2023
Q4 		$350K Sell
7,456
-453,715
-98% -$20.4M 0.02% 377
2023
Q3 		$20.1M Buy
461,171
+93,890
+26% +$4.27M 1.11% 19
2023
Q2 		$17M Sell
367,281
-19,084
-5% -$884K 0.88% 24
2023
Q1 		$18.1M Buy
386,365
+2,293
+0.6% +$106K 0.96% 20
2022
Q4 		$17.5M Sell
384,072
-2,750
-0.7% -$124K 1.06% 21
2022
Q3 		$17M Buy
386,822
+71,257
+23% +$3.28M 1.18% 18
2022
Q2 		$14.5M Sell
315,565
-33,368
-10% -$1.54M 1.09% 14
2022
Q1 		$16.7M Sell
348,933
-22,922
-6% -$1.14M 1.34% 16
2021
Q4 		$19.2M Buy
371,855
+59,069
+19% +$3.05M 1.53% 11
2021
Q3 		$16.1M Sell
312,786
-60,301
-16% -$3.14M 1.32% 11
2021
Q2 		$19.4M Buy
373,087
+12,808
+4% +$666K 1.6% 8
2021
Q1 		$18.6M Buy
360,279
+54,285
+18% +$2.83M 1.66% 7
2020
Q4 		$16.1M Buy
305,994
+31,425
+11% +$1.64M 1.55% 8
2020
Q3 		$14.3M Buy
274,569
+223,073
+433% +$11.6M 1.54% 10
2020
Q2 		$2.66M Sell
51,496
-4,610
-8% -$235K 0.35% 64
2020
Q1 		$2.81M Sell
56,106
-87,046
-61% -$4.42M 0.46% 51
2019
Q4 		$7.24M Sell
143,152
-75,348
-34% -$3.81M 1.26% 22
2019
Q3 		$11.1M Sell
218,500
-3,202
-1% -$162K 1.79% 15
2019
Q2 		$11.1M Buy
221,702
+8,595
+4% +$427K 1.76% 17
2019
Q1 		$10.5M Buy
213,107
+31,220
+17% +$1.52M 1.85% 11
2018
Q4 		$8.75M Buy
181,887
+101,160
+125% +$4.79M 1.85% 15
2018
Q3 		$3.83M Sell
80,727
-3,133
-4% -$150K 1.27% 27
2018
Q2 		$4.02M Buy
+83,860
New +$4.01M 1.49% 24

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

CX Institutional's TFI Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 98% in Q2 2026, buying an estimated $1.97M and bringing the position to 87,482 shares worth $4.01M. The position accounts for 0.12% of the portfolio, ranked #176.

CX Institutional first reported a position in TFI in Q2 2018 and has held it in 33 quarters since. The position peaked at $20.1M in Q3 2023. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • CX Institutional held 87,482 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $4.01M as of Q2 2026.
  • CX Institutional bought 43,350 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $1.97M.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.12% of CX Institutional's portfolio in Q2 2026, its #176 holding.
  • CX Institutional first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $20.1M in Q3 2023.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.