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Summit Trail Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Summit Trail 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
-18,144
Closed -$828K – 462
2024
Q4 		$828K Buy
+18,144
New +$837K 0.03% 155
2022
Q2 		– Sell
-6,392
Closed -$306K – 415
2022
Q1 		$306K Buy
+6,392
New +$319K 0.02% 243

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

Summit Trail Advisors's TFI Position: Q1 2025 in Review

Summit Trail Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 18,144 shares — an estimated $828K sold.

Summit Trail Advisors first reported a position in TFI in Q1 2022 and held it in 2 quarters. The position peaked at $828K in Q4 2024. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

  • Summit Trail Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 18,144 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $828K.
  • Summit Trail Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 2 quarters.
  • Summit Trail Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $828K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Summit Trail Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.