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
Q3 		$1.74M Sell
40,568
-46,914
-54% -$2.09M 0.05% 274
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

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
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
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

CX Institutional's TFI Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 54% in Q3 2026, selling an estimated $2.09M and leaving 40,568 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #274.

CX Institutional first reported a position in TFI in Q2 2018 and has held it in 34 quarters since. The position peaked at $20.1M in Q3 2023. 15 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

  • CX Institutional held 40,568 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.74M as of Q3 2026.
  • CX Institutional sold 46,914 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $2.09M.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.05% of CX Institutional's portfolio in Q3 2026, its #274 holding.
  • CX Institutional first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2018 and has held it in 34 quarters since.
  • CX Institutional's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $20.1M in Q3 2023.
  • 15 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.