LI
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LRI Investments’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

LRI Investments’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 		$550 Hold
12
– – ﹤0.01% 1514
2026
Q1 		$544 Buy
+12
New +$551 ﹤0.01% 1363

Other funds holding TFI

AssetMark Inc
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

LRI Investments's TFI Position: Q2 2026 in Review

LRI Investments held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 12 shares worth $550. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

LRI Investments first reported a position in TFI in Q1 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • LRI Investments held 12 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $550 as of Q2 2026.
  • LRI Investments left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1514 holding.
  • LRI Investments first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.