Sowell Financial Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Sowell Financial Services’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	$310K	Buy	6,768 +177	+3%	+$8.06K	0.01%	863
2026 Q1	$299K	Sell	6,591 -49	-0.7%	-$2.25K	0.01%	836
2025 Q4	$304K	Buy	6,640 +1,784	+37%	+$81.6K	0.01%	827
2025 Q3	$221K	Sell	4,856 -36	-0.7%	-$1.61K	0.01%	956
2025 Q2	$219K	Sell	4,892 -22	-0.4%	-$977	0.01%	923
2025 Q1	$221K	Buy	+4,914	New	+$224K	0.01%	894
2021 Q2	–	Sell	-649	Closed	-$34K	–	2487
2021 Q1	$34K	Sell	649 -144	-18%	-$7.5K	﹤0.01%	1821
2020 Q4	$42K	Sell	793 -205	-21%	-$10.7K	﹤0.01%	1464
2020 Q3	$52K	Buy	998 +24	+2%	+$1.25K	﹤0.01%	1196
2020 Q2	$50K	Sell	974 -525	-35%	-$26.7K	﹤0.01%	1162
2020 Q1	$75K	Sell	1,499 -435	-22%	-$22.1K	0.01%	924
2019 Q4	$98K	Sell	1,934 -1,933	-50%	-$97.8K	0.01%	928
2019 Q3	$196K	Buy	+3,867	New	+$196K	0.02%	652
2019 Q1	$230K	Sell	4,677 -19,985	-81%	-$970K	0.03%	499
2018 Q4	$1.19M	Buy	+24,662	New	+$1.17M	0.17%	134

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

Sowell Financial Services's TFI Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 2.7% in Q2 2026, buying an estimated $8.06K and bringing the position to 6,768 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #863.

Sowell Financial Services first reported a position in TFI in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.19M in Q4 2018. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Sowell Financial Services held 6,768 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $310K as of Q2 2026.
Sowell Financial Services bought 177 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $8.06K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #863 holding.
Sowell Financial Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and has held it in 15 quarters since.
Sowell Financial Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.19M in Q4 2018.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.