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Summit Securities Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Summit Securities 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
2024
Q3 		– Sell
-1
Closed – – 856
2024
Q2 		$0 Buy
+1
New +$46 ﹤0.01% 786
2024
Q1 		– Sell
-1
Closed – – 876
2023
Q4 		$0 Buy
+1
New +$45 ﹤0.01% 906

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Summit Securities Group's TFI Position: Q3 2024 in Review

Summit Securities Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in TFI in Q4 2023 and held it in 2 quarters. The position peaked at $0 in Q2 2024. 302 funds tracked by Wall St. Rank hold TFI as of Q3 2024.

  • Summit Securities Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 State Street SPDR Nuveen ICE Municipal Bond ETF share in Q3 2024.
  • Summit Securities Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Summit Securities Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $0 in Q2 2024.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.