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Stratos Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-20,453
Closed -$933K – 742
2024
Q4 		$933K Buy
20,453
+1,909
+10% +$88K 0.04% 344
2024
Q3 		$868K Buy
18,544
+2,155
+13% +$99.9K 0.04% 387
2024
Q2 		$750K Buy
16,389
+1,310
+9% +$60K 0.04% 390
2024
Q1 		$701K Sell
15,079
-1,011
-6% -$47.2K 0.04% 394
2023
Q4 		$756K Sell
16,090
-28,115
-64% -$1.26M 0.04% 383
2023
Q3 		$1.93M Sell
44,205
-40,318
-48% -$1.83M 0.13% 203
2023
Q2 		$3.9M Buy
84,523
+27,806
+49% +$1.29M 0.28% 102
2023
Q1 		$2.66M Sell
56,717
-9,841
-15% -$456K 0.2% 138
2022
Q4 		$3.04M Buy
66,558
+6,426
+11% +$289K 0.25% 114
2022
Q3 		$2.65M Buy
60,132
+34,737
+137% +$1.6M 0.28% 102
2022
Q2 		$1.17M Buy
25,395
+6,066
+31% +$280K 0.11% 244
2022
Q1 		$925K Buy
19,329
+7,268
+60% +$362K 0.08% 287
2021
Q4 		$624K Buy
12,061
+6,226
+107% +$321K 0.04% 353
2021
Q3 		$301K Buy
+5,835
New +$304K 0.03% 428
2020
Q1 		– Sell
-7,716
Closed -$390K – 301
2019
Q4 		$390K Buy
7,716
+42
+0.5% +$2.13K 0.22% 102
2019
Q3 		$389K Buy
7,674
+1,440
+23% +$73.1K 0.15% 151
2019
Q2 		$313K Sell
6,234
-220
-3% -$10.9K 0.12% 171
2019
Q1 		$318K Buy
6,454
+25
+0.4% +$1.21K 0.17% 151
2018
Q4 		$309K Buy
+6,429
New +$304K 0.21% 136

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Advisors's TFI Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 20,453 shares — an estimated $933K sold.

Stratos Wealth Advisors first reported a position in TFI in Q4 2018 and held it in 19 quarters. The position peaked at $3.9M in Q2 2023. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 20,453 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $933K.
  • Stratos Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 19 quarters.
  • Stratos Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.9M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.