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

Mutual 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
2023
Q4 		– Sell
-7,022
Closed -$307K – 1073
2023
Q3 		$307K Sell
7,022
-7,446
-51% -$338K 0.01% 767
2023
Q2 		$668K Buy
14,468
+174
+1% +$8.06K 0.03% 551
2023
Q1 		$669K Buy
14,294
+6,193
+76% +$287K 0.03% 541
2022
Q4 		$370K Buy
8,101
+3,451
+74% +$155K 0.02% 683
2022
Q3 		$205K Buy
+4,650
New +$214K 0.01% 824
2022
Q1 		– Sell
-6,251
Closed -$323K – 934
2021
Q4 		$323K Sell
6,251
-228
-4% -$11.8K 0.02% 716
2021
Q3 		$334K Buy
6,479
+662
+11% +$34.5K 0.02% 684
2021
Q2 		$303K Buy
5,817
+1,610
+38% +$83.8K 0.02% 682
2021
Q1 		$217K Sell
4,207
-958
-19% -$49.9K 0.01% 711
2020
Q4 		$271K Sell
5,165
-471
-8% -$24.5K 0.02% 623
2020
Q3 		$293K Buy
5,636
+347
+7% +$18.1K 0.03% 549
2020
Q2 		$273K Buy
+5,289
New +$269K 0.03% 526

Other funds holding TFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors's TFI Position: Q4 2023 in Review

Mutual Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 7,022 shares — an estimated $307K sold.

Mutual Advisors first reported a position in TFI in Q2 2020 and held it in 12 quarters. The position peaked at $669K in Q1 2023. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

  • Mutual Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Mutual Advisors sold 7,022 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $307K.
  • Mutual Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2020 and held it in 12 quarters.
  • Mutual Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $669K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.