Spire Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Spire Wealth Management’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	$13.4K	Sell	293 -2	-0.7%	-$91	﹤0.01%	1556
2026 Q1	$13.4K	Buy	295 +51	+21%	+$2.34K	﹤0.01%	1539
2025 Q4	$11.2K	Hold	244	–	–	﹤0.01%	1673
2025 Q3	$11.1K	Buy	+244	New	+$10.9K	﹤0.01%	1712
2025 Q2	–	Sell	-1,363	Closed	-$61.4K	–	2560
2025 Q1	$61.4K	Hold	1,363	–	–	﹤0.01%	1210
2024 Q4	$62.2K	Hold	1,363	–	–	﹤0.01%	1201
2024 Q3	$63.8K	Hold	1,363	–	–	﹤0.01%	1059
2024 Q2	$62.4K	Hold	1,363	–	–	﹤0.01%	1043
2024 Q1	$63.4K	Hold	1,363	–	–	﹤0.01%	1134
2023 Q4	$63.4K	Hold	1,363	–	–	﹤0.01%	1122
2023 Q3	$59.6K	Sell	1,363 -488	-26%	-$22.2K	﹤0.01%	1109
2023 Q2	$85.4K	Buy	1,851 +359	+24%	+$16.6K	﹤0.01%	1015
2023 Q1	$69.9K	Buy	1,492 +1,363	+1,057%	+$63.2K	﹤0.01%	1067
2022 Q4	$6K	Hold	129	–	–	﹤0.01%	1793
2022 Q3	$6K	Sell	129 -6,484	-98%	-$298K	﹤0.01%	1715
2022 Q2	$303K	Sell	6,613 -1,363	-17%	-$62.9K	0.01%	631
2022 Q1	$382K	Hold	7,976	–	–	0.01%	650
2021 Q4	$413K	Buy	7,976 +5,250	+193%	+$271K	0.01%	769
2021 Q3	$141K	Sell	2,726 -270	-9%	-$14.1K	﹤0.01%	1064
2021 Q2	$156K	Buy	2,996 +270	+10%	+$14K	﹤0.01%	1025
2021 Q1	$141K	Buy	+2,726	New	+$142K	﹤0.01%	1229

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

Spire Wealth Management's TFI Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.68% in Q2 2026, selling an estimated $91 and leaving 293 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Spire Wealth Management first reported a position in TFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $413K in Q4 2021. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Spire Wealth Management held 293 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $13.4K as of Q2 2026.
Spire Wealth Management sold 2 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $91.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1556 holding.
Spire Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $413K in Q4 2021.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.