Lido Advisors
TFI icon

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

Lido 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
2024
Q3 		– Sell
-8,692
Closed -$398K – 1555
2024
Q2 		$398K Buy
+8,692
New +$398K ﹤0.01% 1008
2018
Q1 		– Sell
-4,822
Closed -$236K – 423
2017
Q4 		$236K Hold
4,822
– – 0.03% 264
2017
Q3 		$235K Buy
+4,822
New +$237K 0.04% 240

Other funds holding TFI

Bank of America
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Lido Advisors's TFI Position: Q3 2024 in Review

Lido Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2024, closing a stake of 8,692 shares — an estimated $398K sold.

Lido Advisors first reported a position in TFI in Q3 2017 and held it in 3 quarters. The position peaked at $398K in Q2 2024. 302 funds tracked by Wall St. Rank hold TFI as of Q3 2024.

  • Lido Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 8,692 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2024, an estimated $398K.
  • Lido Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2017 and held it in 3 quarters.
  • Lido Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $398K in Q2 2024.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.