Equitable Holdings’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Equitable Holdings’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	$265K	Buy	+5,777	New	+$263K	﹤0.01%	1600
2026 Q1	–	Sell	-41,847	Closed	-$1.91M	–	1755
2025 Q4	$1.91M	Buy	+41,847	New	+$1.91M	0.01%	647
2025 Q2	–	Sell	-28,312	Closed	-$1.28M	–	1499
2025 Q1	$1.28M	Buy	28,312 +19,222	+211%	+$876K	0.01%	638
2024 Q4	$415K	Buy	9,090 +26	+0.3%	+$1.2K	﹤0.01%	930
2024 Q3	$424K	Buy	+9,064	New	+$420K	﹤0.01%	919

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Equitable Holdings's TFI Position: Q2 2026 in Review

Equitable Holdings opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 5,777 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1600 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in TFI as recently as Q4 2025.

Equitable Holdings first reported a position in TFI in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.91M in Q4 2025. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Equitable Holdings held 5,777 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $265K as of Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Equitable Holdings position in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1600 holding.
Equitable Holdings first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2024 and has held it in 5 quarters since.
Equitable Holdings's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.91M in Q4 2025.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.