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Proffitt & Goodson’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Proffitt & Goodson’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
Q3 		– Sell
-6,740
Closed -$311K – 236
2023
Q2 		$311K Hold
6,740
– – 0.06% 97
2023
Q1 		$316K Buy
+6,740
New +$312K 0.06% 96

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Proffitt & Goodson's TFI Position: Q3 2023 in Review

Proffitt & Goodson sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 6,740 shares — an estimated $311K sold.

Proffitt & Goodson first reported a position in TFI in Q1 2023 and held it in 2 quarters. The position peaked at $316K in Q1 2023. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

  • Proffitt & Goodson reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Proffitt & Goodson sold 6,740 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $311K.
  • Proffitt & Goodson first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2023 and held it in 2 quarters.
  • Proffitt & Goodson's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $316K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Proffitt & Goodson's 13F filing for Q3 2023, filed 19 Oct 2023.