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Sage Financial Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Sage Financial Group’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
Q3 		– Sell
-11,678
Closed -$522K – 101
2025
Q2 		$522K Sell
11,678
-104,897
-90% -$4.66M 0.04% 65
2025
Q1 		$5.25M Sell
116,575
-1,101
-0.9% -$50.2K 0.42% 25
2024
Q4 		$5.37M Buy
117,676
+44
+0% +$2.03K 0.43% 27
2024
Q3 		$5.51M Sell
117,632
-30,672
-21% -$1.42M 0.45% 24
2024
Q2 		$6.78M Sell
148,304
-18,744
-11% -$858K 0.59% 23
2024
Q1 		$7.76M Buy
167,048
+1
+0% +$47 0.7% 22
2023
Q4 		$7.85M Buy
167,047
+83,644
+100% +$3.75M 0.76% 21
2023
Q3 		$3.64M Sell
83,403
-19,483
-19% -$885K 0.4% 28
2023
Q2 		$4.75M Hold
102,886
– – 0.5% 26
2023
Q1 		$4.82M Sell
102,886
-15,979
-13% -$740K 0.55% 26
2022
Q4 		$5.42M Buy
118,865
+108,693
+1,069% +$4.88M 0.66% 24
2022
Q3 		$447K Sell
10,172
-31,400
-76% -$1.44M 0.06% 61
2022
Q2 		$1.91M Sell
41,572
-23,157
-36% -$1.07M 0.25% 31
2022
Q1 		$3.1M Sell
64,729
-93,763
-59% -$4.67M 0.36% 30
2021
Q4 		$8.2M Buy
158,492
+75,344
+91% +$3.89M 0.87% 19
2021
Q3 		$4.29M Buy
83,148
+62
+0.1% +$3.23K 0.53% 27
2021
Q2 		$4.33M Sell
83,086
-1,928
-2% -$100K 0.53% 25
2021
Q1 		$4.39M Buy
85,014
+202
+0.2% +$10.5K 0.58% 26
2020
Q4 		$4.45M Buy
84,812
+259
+0.3% +$13.5K 0.61% 25
2020
Q3 		$4.39M Sell
84,553
-602
-0.7% -$31.4K 0.72% 24
2020
Q2 		$4.4M Sell
85,155
-48,471
-36% -$2.47M 0.79% 21
2020
Q1 		$6.68M Buy
133,626
+984
+0.7% +$50K 1.26% 15
2019
Q4 		$6.71M Sell
132,642
-2,027
-2% -$103K 0.92% 18
2019
Q3 		$6.83M Hold
134,669
– – 1.02% 17
2019
Q2 		$6.75M Sell
134,669
-502
-0.4% -$24.9K 1% 19
2019
Q1 		$6.66M Sell
135,171
-20,789
-13% -$1.01M 1.03% 17
2018
Q4 		$7.5M Buy
+155,960
New +$7.38M 1.25% 17
2018
Q3 		– Sell
-20,820
Closed -$999K – 60
2018
Q2 		$999K Buy
+20,820
New +$996K 0.21% 24
2018
Q1 		– Sell
-47,862
Closed -$2.34M – 60
2017
Q4 		$2.34M Buy
+47,862
New +$2.34M 0.46% 23
2017
Q1 		– Sell
-48,247
Closed -$2.29M – 55
2016
Q4 		$2.29M Buy
+48,247
New +$2.34M 0.59% 20
2016
Q1 		– Sell
-6,302
Closed -$307K – 60
2015
Q4 		$307K Sell
6,302
-4,866
-44% -$235K 0.1% 38
2015
Q3 		$539K Buy
11,168
+4,391
+65% +$210K 0.19% 21
2015
Q2 		$321K Sell
6,777
-1,034
-13% -$49.3K 0.15% 19
2015
Q1 		$378K Sell
7,811
-17,633
-69% -$855K 0.18% 18
2014
Q4 		$1.23M Buy
25,444
+1,418
+6% +$68.3K 0.46% 16
2014
Q3 		$1.15M Buy
24,026
+6
+0% +$285 0.57% 9
2014
Q2 		$1.14M Buy
24,020
+4
+0% +$188 0.55% 10
2014
Q1 		$1.12M Sell
24,016
-7,313
-23% -$338K 0.64% 11
2013
Q4 		$1.41M Buy
+31,329
New +$1.43M 0.68% 11

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sage Financial Group's TFI Position: Q3 2025 in Review

Sage Financial Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2025, closing a stake of 11,678 shares — an estimated $522K sold.

Sage Financial Group first reported a position in TFI in Q4 2013 and held it in 39 quarters. The position peaked at $8.2M in Q4 2021. 299 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

  • Sage Financial Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sage Financial Group sold 11,678 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $522K.
  • Sage Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2013 and held it in 39 quarters.
  • Sage Financial Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $8.2M in Q4 2021.
  • 299 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on Sage Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.