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Steward Partners Investment Advisory’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Steward Partners Investment Advisory’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 		$595K Buy
12,999
+1
+0% +$46 ﹤0.01% 1604
2026
Q1 		$589K Sell
12,998
-1,645
-11% -$75.5K ﹤0.01% 1430
2025
Q4 		$669K Buy
14,643
+6,268
+75% +$287K ﹤0.01% 1265
2025
Q3 		$382K Hold
8,375
– – ﹤0.01% 1520
2025
Q2 		$374K Sell
8,375
-957
-10% -$42.5K ﹤0.01% 1438
2025
Q1 		$421K Hold
9,332
– – ﹤0.01% 1292
2024
Q4 		$426K Sell
9,332
-5,854
-39% -$270K ﹤0.01% 1236
2024
Q3 		$711K Sell
15,186
-618
-4% -$28.7K 0.01% 979
2024
Q2 		$723K Buy
15,804
+986
+7% +$45.1K 0.01% 918
2024
Q1 		$689K Buy
14,818
+10,893
+278% +$509K 0.01% 925
2023
Q4 		$184K Buy
3,925
+900
+30% +$40.4K ﹤0.01% 1410
2023
Q3 		$132K Buy
3,025
+2,900
+2,320% +$132K ﹤0.01% 1447
2023
Q2 		$5.77K Sell
125
-4
-3% -$185 ﹤0.01% 2749
2023
Q1 		$6.04K Buy
129
+4
+3% +$185 ﹤0.01% 2722
2022
Q4 		$5.7K Hold
125
– – ﹤0.01% 2729
2022
Q3 		$5K Sell
125
-122
-49% -$5.61K ﹤0.01% 2790
2022
Q2 		$11K Buy
247
+122
+98% +$5.63K ﹤0.01% 2499
2022
Q1 		$6K Buy
125
+55
+79% +$2.74K ﹤0.01% 2851
2021
Q4 		$4K Sell
70
-61
-47% -$3.15K ﹤0.01% 2912
2021
Q3 		$7K Sell
131
-243
-65% -$12.7K ﹤0.01% 2726
2021
Q2 		$19K Buy
374
+132
+55% +$6.87K ﹤0.01% 5205
2021
Q1 		$12.5K Sell
242
-1
-0.4% -$52 ﹤0.01% 2684
2020
Q4 		$13K Buy
243
+2
+0.8% +$104 ﹤0.01% 2223
2020
Q3 		$13K Buy
241
+1
+0.4% +$52 ﹤0.01% 2051
2020
Q2 		$12K Buy
240
+1
+0.4% +$51 ﹤0.01% 1975
2020
Q1 		$11K Buy
239
+1
+0.4% +$51 ﹤0.01% 1832
2019
Q4 		$12K Buy
+238
New +$12K ﹤0.01% 1961
2018
Q4 		– Sell
-29
Closed -$1K – 2020
2018
Q3 		$1K Sell
29
-37
-56% -$1.77K ﹤0.01% 2530
2018
Q2 		$3K Buy
66
+7
+12% +$335 ﹤0.01% 2147
2018
Q1 		$2K Sell
59
-1,833
-97% -$88.2K ﹤0.01% 2042
2017
Q4 		$92K Buy
+1,892
New +$92.6K 0.01% 654

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
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

Steward Partners Investment Advisory's TFI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.01% in Q2 2026, buying an estimated $46 and bringing the position to 12,999 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Steward Partners Investment Advisory first reported a position in TFI in Q4 2017 and has held it in 31 quarters since. The position peaked at $723K in Q2 2024. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Steward Partners Investment Advisory held 12,999 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $595K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1 State Street SPDR Nuveen ICE Municipal Bond ETF share in Q2 2026, an estimated $46.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1604 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $723K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.