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

Provenance Wealth 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
2024
Q2 		– Sell
-3,951
Closed -$184K – 546
2024
Q1 		$184K Hold
3,951
– – 0.03% 152
2023
Q4 		$186K Buy
+3,951
New +$177K 0.03% 130

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Provenance Wealth Advisors's TFI Position: Q2 2024 in Review

Provenance Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2024, closing a stake of 3,951 shares — an estimated $184K sold.

Provenance Wealth Advisors first reported a position in TFI in Q4 2023 and held it in 2 quarters. The position peaked at $186K in Q4 2023. 297 funds tracked by Wall St. Rank hold TFI as of Q2 2024.

  • Provenance Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 3,951 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2024, an estimated $184K.
  • Provenance Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Provenance Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $186K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2024.

Based on Provenance Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2025.