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

MassMutual Private Wealth & Trust’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	-17,897	Closed	-$816K	–	1891
2022 Q4	$816K	Sell	17,897 -464	-3%	-$20.8K	0.03%	241
2022 Q3	$808K	Buy	18,361 +5,974	+48%	+$275K	0.04%	232
2022 Q2	$568K	Sell	12,387 -12,242	-50%	-$565K	0.02%	261
2022 Q1	$1.18M	Buy	24,629 +138	+0.6%	+$6.88K	0.04%	219
2021 Q4	$1.27M	Buy	24,491 +18,597	+316%	+$959K	0.05%	223
2021 Q3	$304K	Buy	5,894 +363	+7%	+$18.9K	0.01%	320
2021 Q2	$288K	Sell	5,531 -168	-3%	-$8.74K	0.01%	322
2021 Q1	$294K	Sell	5,699 -2,201	-28%	-$115K	0.01%	318
2020 Q4	$415K	Buy	7,900 +322	+4%	+$16.8K	0.02%	294
2020 Q3	$394K	Buy	+7,578	New	+$395K	0.02%	283

Other funds holding TFI

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

MassMutual Private Wealth & Trust's TFI Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 17,897 shares — an estimated $816K sold.

MassMutual Private Wealth & Trust first reported a position in TFI in Q3 2020 and held it in 10 quarters. The position peaked at $1.27M in Q4 2021. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

MassMutual Private Wealth & Trust reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 17,897 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $816K.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and held it in 10 quarters.
MassMutual Private Wealth & Trust's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.27M in Q4 2021.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.