Ritter Daniher Financial Advisory’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Ritter Daniher Financial Advisory’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 Q1	–	Sell	-12	Closed	-$548	–	327
2024 Q4	$548	Hold	12	–	–	﹤0.01%	304
2024 Q3	$562	Hold	12	–	–	﹤0.01%	306
2024 Q2	$549	Hold	12	–	–	﹤0.01%	299
2024 Q1	$558	Hold	12	–	–	﹤0.01%	294
2023 Q4	$564	Hold	12	–	–	﹤0.01%	337
2023 Q3	$525	Hold	12	–	–	﹤0.01%	342
2023 Q2	$554	Hold	12	–	–	﹤0.01%	312
2023 Q1	$562	Buy	+12	New	+$556	﹤0.01%	281

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ritter Daniher Financial Advisory's TFI Position: Q1 2025 in Review

Ritter Daniher Financial Advisory sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 12 shares — an estimated $548 sold.

Ritter Daniher Financial Advisory first reported a position in TFI in Q1 2023 and held it in 8 quarters. The position peaked at $564 in Q4 2023. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

Ritter Daniher Financial Advisory reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 12 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $548.
Ritter Daniher Financial Advisory first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2023 and held it in 8 quarters.
Ritter Daniher Financial Advisory's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $564 in Q4 2023.
308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.