Financial Engines Advisors
TFI icon

Financial Engines Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Financial Engines Advisors’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
Q1 		$34.1M Buy
751,415
+27,175
+4% +$1.25M 0.07% 64
2025
Q4 		$33.1M Sell
724,240
-9,068
-1% -$415K 0.06% 66
2025
Q3 		$33.4M Buy
733,308
+5,089
+0.7% +$228K 0.06% 66
2025
Q2 		$32.5M Sell
728,219
-5,850
-0.8% -$260K 0.06% 61
2025
Q1 		$33.1M Sell
734,069
-23,277
-3% -$1.06M 0.07% 58
2024
Q4 		$34.6M Sell
757,346
-27,873
-4% -$1.29M 0.07% 58
2024
Q3 		$36.8M Sell
785,219
-17,749
-2% -$823K 0.08% 53
2024
Q2 		$36.7M Buy
802,968
+9,908
+1% +$454K 0.08% 52
2024
Q1 		$36.9M Buy
793,060
+22,722
+3% +$1.06M 0.08% 51
2023
Q4 		$36.2M Sell
770,338
-17,476
-2% -$784K 0.09% 52
2023
Q3 		$34.4M Sell
787,814
-24,678
-3% -$1.12M 0.09% 53
2023
Q2 		$37.5M Buy
812,492
+15,903
+2% +$736K 0.1% 52
2023
Q1 		$37.3M Sell
796,589
-44,517
-5% -$2.06M 0.1% 52
2022
Q4 		$38.4M Sell
841,106
-247,652
-23% -$11.1M 0.11% 61
2022
Q3 		$47.9M Sell
1,088,758
-61,753
-5% -$2.84M 0.16% 48
2022
Q2 		$52.8M Sell
1,150,511
-245
-0% -$11.3K 0.16% 49
2022
Q1 		$55.1M Buy
1,150,756
+17,188
+2% +$857K 0.15% 49
2021
Q4 		$58.6M Buy
1,133,568
+39,163
+4% +$2.02M 0.16% 48
2021
Q3 		$56.4M Buy
1,094,405
+22,789
+2% +$1.19M 0.17% 47
2021
Q2 		$55.8M Buy
1,071,616
+64,717
+6% +$3.37M 0.16% 47
2021
Q1 		$52M Buy
1,006,899
+58,907
+6% +$3.07M 0.16% 47
2020
Q4 		$49.8M Buy
947,992
+76,973
+9% +$4.01M 0.17% 48
2020
Q3 		$45.2M Buy
871,019
+103,760
+14% +$5.41M 0.18% 48
2020
Q2 		$39.6M Sell
767,259
-12,387,623
-94% -$631M 0.17% 47
2020
Q1 		$469M Buy
13,154,882
+1,746,065
+15% +$88.7M 2.52% 13
2019
Q4 		$624M Buy
11,408,817
+128,042
+1% +$6.48M 3.02% 11
2019
Q3 		$579M Buy
11,280,775
+595,081
+6% +$30.2M 3.11% 11
2019
Q2 		$549M Sell
10,685,694
-30,955
-0.3% -$1.54M 3.21% 11
2019
Q1 		$540M Buy
10,716,649
+4,205,850
+65% +$204M 2.94% 12
2018
Q4 		$289M Sell
6,510,799
-499,702
-7% -$23.6M 2% 12
2018
Q3 		$376M Buy
7,010,501
+6,384,516
+1,020% +$306M 7.16% 4
2018
Q2 		$30M Buy
625,985
+120,730
+24% +$5.78M 0.71% 13
2018
Q1 		$24.3M Buy
505,255
+143,378
+40% +$6.9M 0.71% 12
2017
Q4 		$17.7M Buy
361,877
+9,370
+3% +$458K 0.51% 14
2017
Q3 		$17.2M Buy
352,507
+298,430
+552% +$14.6M 0.58% 15
2017
Q2 		$2.59M Hold
54,077
– – 0.12% 28
2017
Q1 		$2.59M Buy
54,077
+33,320
+161% +$1.59M 0.12% 27
2016
Q4 		$985K Buy
+20,757
New +$1M 0.05% 37

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Financial Engines Advisors's TFI Position: Q1 2026 in Review

Financial Engines Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 3.8% in Q1 2026, buying an estimated $1.25M and bringing the position to 751,415 shares worth $34.1M. The position accounts for 0.07% of the portfolio, ranked #64.

Financial Engines Advisors first reported a position in TFI in Q4 2016 and has held it in 38 quarters since. The position peaked at $624M in Q4 2019. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

  • Financial Engines Advisors held 751,415 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $34.1M as of Q1 2026.
  • Financial Engines Advisors bought 27,175 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $1.25M.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.07% of Financial Engines Advisors's portfolio in Q1 2026, its #64 holding.
  • Financial Engines Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Financial Engines Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $624M in Q4 2019.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.