Plante Moran Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Plante Moran Financial 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
2025 Q3	–	Sell	-244	Closed	-$10.9K	–	863
2025 Q2	$10.9K	Buy	+244	New	+$10.8K	﹤0.01%	550
2024 Q2	–	Sell	-92	Closed	-$4.28K	–	881
2024 Q1	$4.28K	Buy	+92	New	+$4.3K	﹤0.01%	701
2022 Q3	–	Sell	-1,833	Closed	-$84K	–	1063
2022 Q2	$84K	Buy	+1,833	New	+$84.7K	0.01%	238
2016 Q1	–	Sell	-458	Closed	-$22K	–	1026
2015 Q4	$22K	Buy	+458	New	+$22.1K	0.02%	434

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Plante Moran Financial Advisors's TFI Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2025, closing a stake of 244 shares — an estimated $10.9K sold.

Plante Moran Financial Advisors first reported a position in TFI in Q4 2015 and held it in 4 quarters. The position peaked at $84K in Q2 2022. 300 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

Plante Moran Financial Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 244 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $10.9K.
Plante Moran Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2015 and held it in 4 quarters.
Plante Moran Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $84K in Q2 2022.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.