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Fiduciary Alliance’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Fiduciary Alliance’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 		$1.16M Hold
25,223
– – 0.08% 250
2026
Q1 		$1.15M Buy
+25,223
New +$1.16M 0.07% 246

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

Fiduciary Alliance's TFI Position: Q2 2026 in Review

Fiduciary Alliance held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 25,223 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #250.

Fiduciary Alliance first reported a position in TFI in Q1 2026 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Fiduciary Alliance held 25,223 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.16M as of Q2 2026.
  • Fiduciary Alliance left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.08% of Fiduciary Alliance's portfolio in Q2 2026, its #250 holding.
  • Fiduciary Alliance first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.