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

Tradition 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
2024
Q1 		– Sell
-1,097
Closed -$52K – 1104
2023
Q4 		$52K Buy
1,097
+10
+0.9% +$449 0.01% 618
2023
Q3 		$48K Buy
+1,087
New +$49.4K 0.01% 613

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tradition Wealth Management's TFI Position: Q1 2024 in Review

Tradition Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2024, closing a stake of 1,097 shares — an estimated $52K sold.

Tradition Wealth Management first reported a position in TFI in Q3 2023 and held it in 2 quarters. The position peaked at $52K in Q4 2023. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2024.

  • Tradition Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,097 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2024, an estimated $52K.
  • Tradition Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2023 and held it in 2 quarters.
  • Tradition Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $52K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.