Savvy Advisors Inc’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Savvy Advisors Inc’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 Q2	$5.25M	Buy	114,540 +566	+0.5%	+$25.8K	0.11%	150
2026 Q1	$5.17M	Buy	113,974 +47,048	+70%	+$2.16M	0.14%	119
2025 Q4	$3.06M	Sell	66,926 -5,275	-7%	-$241K	0.1%	151
2025 Q3	$3.29M	Buy	72,201 +12,878	+22%	+$577K	0.15%	99
2025 Q2	$2.65M	Buy	59,323 +35,231	+146%	+$1.57M	0.18%	86
2025 Q1	$1.09M	Sell	24,092 -170	-0.7%	-$7.75K	0.11%	154
2024 Q4	$1.11M	Sell	24,262 -87	-0.4%	-$4.01K	0.13%	128
2024 Q3	$1.14M	Hold	24,349	–	–	0.23%	84
2024 Q2	$1.11M	Sell	24,349 -200	-0.8%	-$9.16K	0.36%	63
2024 Q1	$1.14M	Hold	24,549	–	–	0.66%	31
2023 Q4	$1.15M	Buy	+24,549	New	+$1.1M	1.12%	15

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Savvy Advisors Inc's TFI Position: Q2 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 114,540 shares worth $5.25M. The position accounts for 0.11% of the portfolio, ranked #150.

Savvy Advisors Inc first reported a position in TFI in Q4 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Savvy Advisors Inc held 114,540 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $5.25M as of Q2 2026.
Savvy Advisors Inc bought 566 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $25.8K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.11% of Savvy Advisors Inc's portfolio in Q2 2026, its #150 holding.
Savvy Advisors Inc first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.