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Leelyn Smith’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Leelyn Smith’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
-239
Closed -$10.9K – 392
2022
Q4 		$10.9K Buy
239
+154
+181% +$6.92K ﹤0.01% 311
2022
Q3 		$4K Sell
85
-91
-52% -$4.18K ﹤0.01% 387
2022
Q2 		$8K Sell
176
-11
-6% -$508 ﹤0.01% 307
2022
Q1 		$9K Sell
187
-58
-24% -$2.89K ﹤0.01% 287
2021
Q4 		$13K Sell
245
-11
-4% -$567 ﹤0.01% 274
2021
Q3 		$13K Sell
256
-10
-4% -$521 ﹤0.01% 265
2021
Q2 		$14K Sell
266
-10
-4% -$520 ﹤0.01% 262
2021
Q1 		$14K Sell
276
-9
-3% -$468 ﹤0.01% 271
2020
Q4 		$15K Sell
285
-12
-4% -$625 ﹤0.01% 248
2020
Q3 		$15K Sell
297
-13
-4% -$678 0.01% 242
2020
Q2 		$16K Sell
310
-12
-4% -$611 0.01% 282
2020
Q1 		$16K Sell
322
-220
-41% -$11.2K 0.01% 217
2019
Q4 		$28 Buy
+542
New +$27.4K 0.01% 212

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

Leelyn Smith's TFI Position: Q1 2023 in Review

Leelyn Smith sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 239 shares — an estimated $10.9K sold.

Leelyn Smith first reported a position in TFI in Q4 2019 and held it in 13 quarters. The position peaked at $16K in Q2 2020. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

  • Leelyn Smith reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 239 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $10.9K.
  • Leelyn Smith first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $16K in Q2 2020.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.