Savant Capital
TFI icon

Savant Capital’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Savant Capital’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
2026
Q3 		– Sell
-5,846
Closed -$267K – 2507
2026
Q2 		$267K Buy
+5,846
New +$266K ﹤0.01% 1576
2022
Q4 		– Sell
-17,782
Closed -$782K – 618
2022
Q3 		$782K Sell
17,782
-467
-3% -$21.5K 0.02% 266
2022
Q2 		$837K Sell
18,249
-910
-5% -$42K 0.03% 258
2022
Q1 		$917K Sell
19,159
-95
-0.5% -$4.74K 0.03% 254
2021
Q4 		$996K Buy
19,254
+375
+2% +$19.3K 0.03% 235
2021
Q3 		$974K Sell
18,879
-105
-0.6% -$5.48K 0.04% 221
2021
Q2 		$989K Sell
18,984
-498
-3% -$25.9K 0.04% 207
2021
Q1 		$1.01M Sell
19,482
-35
-0.2% -$1.82K 0.05% 195
2020
Q4 		$1.02M Buy
19,517
+67
+0.3% +$3.49K 0.06% 186
2020
Q3 		$1.01M Sell
19,450
-326
-2% -$17K 0.07% 176
2020
Q2 		$1.02M Sell
19,776
-534
-3% -$27.2K 0.08% 167
2020
Q1 		$1.02M Buy
+20,310
New +$1.03M 0.1% 149

Other funds holding TFI

Northwestern Mutual Wealth Management
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Manning & Napier Advisors
Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Savant Capital's TFI Position: Q3 2026 in Review

Savant Capital sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2026, closing a stake of 5,846 shares — an estimated $267K sold.

Savant Capital first reported a position in TFI in Q1 2020 and held it in 12 quarters. The position peaked at $1.02M in Q4 2020. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

  • Savant Capital reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Savant Capital sold 5,846 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $267K.
  • Savant Capital first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2020 and held it in 12 quarters.
  • Savant Capital's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.02M in Q4 2020.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.