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Exchange Capital Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Exchange Capital 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
2024
Q2 		– Sell
-6,500
Closed -$302K – 197
2024
Q1 		$302K Hold
6,500
– – 0.05% 171
2023
Q4 		$306K Hold
6,500
– – 0.05% 163
2023
Q3 		$284K Hold
6,500
– – 0.05% 161
2023
Q2 		$300K Hold
6,500
– – 0.06% 154
2023
Q1 		$304K Hold
6,500
– – 0.06% 153
2022
Q4 		$297K Hold
6,500
– – 0.07% 146
2022
Q3 		$286K Sell
6,500
-1,360
-17% -$62.5K 0.07% 147
2022
Q2 		$360K Sell
7,860
-1,575
-17% -$72.7K 0.08% 139
2022
Q1 		$452K Sell
9,435
-2,315
-20% -$115K 0.08% 138
2021
Q4 		$608K Sell
11,750
-250
-2% -$12.9K 0.11% 131
2021
Q3 		$619K Sell
12,000
-425
-3% -$22.2K 0.12% 130
2021
Q2 		$647K Hold
12,425
– – 0.12% 131
2021
Q1 		$642K Hold
12,425
– – 0.13% 126
2020
Q4 		$652K Hold
12,425
– – 0.15% 124
2020
Q3 		$645K Sell
12,425
-275
-2% -$14.3K 0.16% 119
2020
Q2 		$656K Sell
12,700
-155
-1% -$7.89K 0.18% 113
2020
Q1 		$643K Sell
12,855
-3,475
-21% -$176K 0.21% 101
2019
Q4 		$826K Sell
16,330
-190
-1% -$9.62K 0.21% 100
2019
Q3 		$837K Sell
16,520
-510
-3% -$25.9K 0.22% 101
2019
Q2 		$854K Sell
17,030
-10,640
-38% -$528K 0.23% 99
2019
Q1 		$1.36M Sell
27,670
-3,345
-11% -$162K 0.38% 79
2018
Q4 		$1.49M Sell
31,015
-1,870
-6% -$88.5K 0.48% 72
2018
Q3 		$1.56M Sell
32,885
-4,615
-12% -$221K 0.45% 71
2018
Q2 		$1.8M Buy
37,500
+18,720
+100% +$896K 0.53% 63
2018
Q1 		$902K Sell
18,780
-14,581
-44% -$702K 0.28% 85
2017
Q4 		$1.63M Sell
33,361
-1,678
-5% -$82.1K 0.51% 63
2017
Q3 		$1.71M Buy
35,039
+1,675
+5% +$82.2K 0.57% 57
2017
Q2 		$1.62M Buy
+33,364
New +$1.62M 0.55% 58

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Exchange Capital Management's TFI Position: Q2 2024 in Review

Exchange Capital Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2024, closing a stake of 6,500 shares — an estimated $302K sold.

Exchange Capital Management first reported a position in TFI in Q2 2017 and held it in 28 quarters. The position peaked at $1.8M in Q2 2018. 297 funds tracked by Wall St. Rank hold TFI as of Q2 2024.

  • Exchange Capital Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Exchange Capital Management sold 6,500 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2024, an estimated $302K.
  • Exchange Capital Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2017 and held it in 28 quarters.
  • Exchange Capital Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.8M in Q2 2018.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2024.

Based on Exchange Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.