GRP
TFI icon

Global Retirement Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Global Retirement Partners’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 		$1.21M Buy
+26,329
New +$1.2M 0.02% 684
2025
Q4 		$1.3M Buy
28,332
+850
+3% +$38.9K 0.02% 574
2025
Q3 		$1.25M Sell
27,482
-5,180
-16% -$232K 0.03% 484
2025
Q2 		$1.46M Buy
+32,662
New +$1.45M 0.04% 406
2024
Q4 		$1.32M Buy
29,016
+4,228
+17% +$195K 0.04% 390
2024
Q3 		$1.16M Buy
24,788
+3,566
+17% +$165K 0.04% 411
2024
Q2 		$971K Buy
21,222
+6,030
+40% +$276K 0.03% 431
2024
Q1 		$706K Buy
15,192
+6,528
+75% +$305K 0.03% 445
2023
Q4 		$406K Buy
8,664
+4,643
+115% +$208K 0.02% 539
2023
Q3 		$174K Buy
4,021
+5
+0.1% +$227 0.01% 722
2023
Q2 		$185K Buy
4,016
+24
+0.6% +$1.11K 0.01% 720
2023
Q1 		$186K Sell
3,992
-74
-2% -$3.43K 0.01% 699
2022
Q4 		$185K Buy
4,066
+1,550
+62% +$69.6K 0.01% 611
2022
Q3 		$110K Buy
2,516
+1,044
+71% +$48K 0.01% 747
2022
Q2 		$68K Buy
1,472
+50
+4% +$2.31K 0.01% 883
2022
Q1 		$65K Buy
+1,422
New +$70.9K 0.01% 893
2021
Q4 		– Sell
-985
Closed -$51K – 1634
2021
Q3 		$51K Hold
985
– – 0.01% 848
2021
Q2 		$51K Hold
985
– – 0.01% 843
2021
Q1 		$51K Hold
985
– – 0.01% 793
2020
Q4 		$52K Hold
985
– – 0.01% 718
2020
Q3 		$51K Hold
985
– – 0.01% 637
2020
Q2 		$51K Buy
+985
New +$50.2K 0.01% 637
2019
Q4 		– Sell
-6,098
Closed -$309K – 1697
2019
Q3 		$309K Buy
6,098
+1,336
+28% +$67.8K 0.05% 293
2019
Q2 		$239K Buy
4,762
+1,677
+54% +$83.3K 0.05% 315
2019
Q1 		$152K Sell
3,085
-78,908
-96% -$3.83M 0.04% 339
2018
Q4 		$3.95M Buy
81,993
+80,516
+5,451% +$3.81M 1.01% 18
2018
Q3 		$70K Buy
1,477
+338
+30% +$16.2K 0.02% 486
2018
Q2 		$55K Buy
1,139
+133
+13% +$6.36K 0.01% 520
2018
Q1 		$48K Buy
1,006
+646
+179% +$31.1K 0.01% 535
2017
Q4 		$18K Hold
360
– – ﹤0.01% 756
2017
Q3 		$18K Hold
360
– – 0.01% 683
2017
Q2 		$18K Buy
+360
New +$17.5K 0.01% 631

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

Global Retirement Partners's TFI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 26,329 shares worth $1.21M. The stake represents 0.02% of the portfolio and ranks #684 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TFI as recently as Q4 2025.

Global Retirement Partners first reported a position in TFI in Q2 2017 and has held it in 32 quarters since. The position peaked at $3.95M in Q4 2018. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Global Retirement Partners held 26,329 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.21M as of Q2 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #684 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2017 and has held it in 32 quarters since.
  • Global Retirement Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.95M in Q4 2018.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.