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Ritholtz Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Ritholtz Wealth Management’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
Q1 		– Sell
-13,447
Closed -$613K – 669
2022
Q4 		$613K Sell
13,447
-22,342
-62% -$1M 0.03% 328
2022
Q3 		$1.57M Sell
35,789
-55,205
-61% -$2.54M 0.08% 166
2022
Q2 		$4.17M Sell
90,994
-426,276
-82% -$19.7M 0.26% 43
2022
Q1 		$24.8M Buy
517,270
+2,388
+0.5% +$119K 1.67% 11
2021
Q4 		$26.6M Sell
514,882
-35,172
-6% -$1.81M 1.66% 11
2021
Q3 		$28.4M Buy
550,054
+71,228
+15% +$3.71M 1.97% 11
2021
Q2 		$25M Buy
478,826
+5,560
+1% +$289K 1.8% 12
2021
Q1 		$24.4M Sell
473,266
-18,520
-4% -$964K 2.04% 12
2020
Q4 		$25.8M Sell
491,786
-2,806
-0.6% -$146K 2.47% 11
2020
Q3 		$25.7M Sell
494,592
-4,998
-1% -$261K 2.88% 10
2020
Q2 		$25.8M Sell
499,590
-56,050
-10% -$2.85M 3.32% 10
2020
Q1 		$27.8M Sell
555,640
-50,533
-8% -$2.57M 4.45% 9
2019
Q4 		$30.7M Buy
606,173
+34,957
+6% +$1.77M 4.47% 9
2019
Q3 		$29M Buy
571,216
+18,888
+3% +$958K 4.7% 9
2019
Q2 		$27.7M Buy
552,328
+55,343
+11% +$2.75M 4.73% 9
2019
Q1 		$24.5M Buy
496,985
+393,861
+382% +$19.1M 4.49% 9
2018
Q4 		$4.96M Sell
103,124
-270,858
-72% -$12.8M 1.12% 20
2018
Q3 		$17.8M Buy
373,982
+16,392
+5% +$785K 4.5% 7
2018
Q2 		$17.2M Buy
357,590
+3,902
+1% +$187K 4.66% 7
2018
Q1 		$17M Buy
353,688
+121,080
+52% +$5.83M 4.85% 7
2017
Q4 		$11.4M Sell
232,608
-4,696
-2% -$230K 3.38% 10
2017
Q3 		$11.6M Buy
237,304
+21,694
+10% +$1.06M 4.34% 9
2017
Q2 		$10.5M Buy
+215,610
New +$10.5M 4.41% 9
2016
Q4 		$6.51M Buy
+137,329
New +$6.65M 3.33% 12

Other funds holding TFI

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
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
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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ritholtz Wealth Management's TFI Position: Q1 2023 in Review

Ritholtz Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 13,447 shares — an estimated $613K sold.

Ritholtz Wealth Management first reported a position in TFI in Q4 2016 and held it in 24 quarters. The position peaked at $30.7M in Q4 2019. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

  • Ritholtz Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 13,447 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $613K.
  • Ritholtz Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and held it in 24 quarters.
  • Ritholtz Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $30.7M in Q4 2019.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on Ritholtz Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.