Lake Street Private Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Lake Street Private Wealth’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
2022 Q4	–	Sell	-8,001	Closed	-$352K	–	301
2022 Q3	$352K	Hold	8,001	–	–	0.08%	199
2022 Q2	$367K	Sell	8,001 -1,200	-13%	-$55.4K	0.08%	204
2022 Q1	$441K	Hold	9,201	–	–	0.08%	202
2021 Q4	$476K	Buy	+9,201	New	+$475K	0.08%	202

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lake Street Private Wealth's TFI Position: Q4 2022 in Review

Lake Street Private Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 8,001 shares — an estimated $352K sold.

Lake Street Private Wealth first reported a position in TFI in Q4 2021 and held it in 4 quarters. The position peaked at $476K in Q4 2021. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

Lake Street Private Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Lake Street Private Wealth sold 8,001 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $352K.
Lake Street Private Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
Lake Street Private Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $476K in Q4 2021.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.