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

SNS 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
2022 Q4	–	Sell	-5,351	Closed	-$235K	–	206
2022 Q3	$235K	Buy	+5,351	New	+$246K	0.03%	158
2022 Q2	–	Sell	-6,698	Closed	-$321K	–	224
2022 Q1	$321K	Hold	6,698	–	–	0.04%	161
2021 Q4	$346K	Sell	6,698 -59	-0.9%	-$3.04K	0.04%	168
2021 Q3	$348K	Hold	6,757	–	–	0.04%	156
2021 Q2	$352K	Buy	6,757 +59	+0.9%	+$3.07K	0.04%	153
2021 Q1	$346K	Hold	6,698	–	–	0.05%	146
2020 Q4	$352K	Buy	6,698 +2,269	+51%	+$118K	0.05%	139
2020 Q3	$230K	Sell	4,429 -557	-11%	-$29K	0.04%	172
2020 Q2	$258K	Sell	4,986 -180	-3%	-$9.17K	0.05%	153
2020 Q1	$258K	Sell	5,166 -3,321	-39%	-$169K	0.05%	158
2019 Q4	$429K	Buy	8,487 +237	+3%	+$12K	0.08%	137
2019 Q3	$418K	Hold	8,250	–	–	0.08%	124
2019 Q2	$414K	Hold	8,250	–	–	0.08%	130
2019 Q1	$407K	Hold	8,250	–	–	0.09%	125
2018 Q4	$397K	Buy	+8,250	New	+$390K	0.1%	119

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

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

SNS Financial Group's TFI Position: Q4 2022 in Review

SNS Financial Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 5,351 shares — an estimated $235K sold.

SNS Financial Group first reported a position in TFI in Q4 2018 and held it in 15 quarters. The position peaked at $429K in Q4 2019. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

SNS Financial Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
SNS Financial Group sold 5,351 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $235K.
SNS Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 15 quarters.
SNS Financial Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $429K in Q4 2019.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on SNS Financial Group's 13F filing for Q4 2022, filed 25 Jan 2023.