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Prospera Financial Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-4,910
Closed -$230K – 1074
2023
Q1 		$230K Hold
4,910
– – 0.01% 871
2022
Q4 		$224K Buy
4,910
+51
+1% +$2.29K 0.01% 807
2022
Q3 		$213K Buy
+4,859
New +$223K 0.01% 764
2022
Q2 		– Sell
-138,902
Closed -$6.65M – 2516
2022
Q1 		$6.65M Buy
138,902
+134,816
+3,299% +$6.72M 0.28% 76
2021
Q4 		$211K Buy
4,086
+18
+0.4% +$928 0.01% 820
2021
Q3 		$210K Sell
4,068
-181
-4% -$9.44K 0.01% 756
2021
Q2 		$222K Buy
4,249
+14
+0.3% +$728 0.01% 740
2021
Q1 		$218K Buy
+4,235
New +$220K 0.01% 701
2017
Q1 		– Sell
-4,949
Closed -$236K – 418
2016
Q4 		$236K Sell
4,949
-899
-15% -$43.5K 0.05% 316
2016
Q3 		$293K Sell
5,848
-386,116
-99% -$19.4M 0.06% 269
2016
Q2 		$19.8M Sell
391,964
-41,340
-10% -$2.06M 4.1% 5
2016
Q1 		$21.4M Buy
433,304
+267,544
+161% +$13.2M 4.76% 5
2015
Q4 		$8.08M Buy
165,760
+18,139
+12% +$877K 1.77% 7
2015
Q3 		$7.12M Buy
147,621
+19,829
+16% +$947K 1.8% 7
2015
Q2 		$6.06M Buy
127,792
+43,118
+51% +$2.06M 1.44% 7
2015
Q1 		$4.1M Buy
84,674
+15,956
+23% +$774K 0.91% 18
2014
Q4 		$3.32M Buy
+68,718
New +$3.31M 0.83% 20

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prospera Financial Services's TFI Position: Q2 2023 in Review

Prospera Financial Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2023, closing a stake of 4,910 shares — an estimated $230K sold.

Prospera Financial Services first reported a position in TFI in Q4 2014 and held it in 17 quarters. The position peaked at $21.4M in Q1 2016. 307 funds tracked by Wall St. Rank hold TFI as of Q2 2023.

  • Prospera Financial Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 4,910 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2023, an estimated $230K.
  • Prospera Financial Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2014 and held it in 17 quarters.
  • Prospera Financial Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $21.4M in Q1 2016.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.