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Dopkins Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Dopkins Wealth Management’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 		$721K Sell
15,732
-1,126
-7% -$51.3K 0.26% 49
2026
Q1 		$764K Buy
16,858
+540
+3% +$24.8K 0.31% 45
2025
Q4 		$746K Buy
16,318
+491
+3% +$22.4K 0.3% 46
2025
Q3 		$721K Buy
15,827
+10,428
+193% +$467K 0.3% 48
2025
Q2 		$241K Buy
+5,399
New +$240K 0.11% 71

Other funds holding TFI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dopkins Wealth Management's TFI Position: Q2 2026 in Review

Dopkins Wealth Management reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 6.7% in Q2 2026, selling an estimated $51.3K and leaving 15,732 shares worth $721K. The position accounts for 0.26% of the portfolio, ranked #49.

Dopkins Wealth Management first reported a position in TFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $764K in Q1 2026. 112 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Dopkins Wealth Management held 15,732 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $721K as of Q2 2026.
  • Dopkins Wealth Management sold 1,126 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $51.3K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.26% of Dopkins Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Dopkins Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Dopkins Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $764K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.