HW
TFI icon

Hancock Whitney’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Hancock Whitney’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
2023
Q1 		– Sell
-8,127
Closed -$371K – 661
2022
Q4 		$371K Buy
+8,127
New +$365K 0.01% 494
2019
Q1 		– Sell
-12,583
Closed -$605K – 866
2018
Q4 		$605K Buy
+12,583
New +$595K 0.02% 527

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hancock Whitney's TFI Position: Q1 2023 in Review

Hancock Whitney sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 8,127 shares — an estimated $371K sold.

Hancock Whitney first reported a position in TFI in Q4 2018 and held it in 2 quarters. The position peaked at $605K in Q4 2018. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

  • Hancock Whitney reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Hancock Whitney sold 8,127 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $371K.
  • Hancock Whitney first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 2 quarters.
  • Hancock Whitney's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $605K in Q4 2018.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on Hancock Whitney's 13F filing for Q1 2023, filed 15 May 2023.