W Advisors LLC’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

W Advisors LLC’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
2023 Q3	–	Sell	-10,036	Closed	-$463K	–	107
2023 Q2	$463K	Buy	10,036 +947	+10%	+$43.9K	0.36%	64
2023 Q1	$426K	Sell	9,089 -29	-0.3%	-$1.34K	0.35%	67
2022 Q4	$416K	Sell	9,118 -441	-5%	-$19.8K	0.35%	70
2022 Q3	$421K	Sell	9,559 -57,705	-86%	-$2.65M	0.39%	62
2022 Q2	$3.08M	Buy	67,264 +25,458	+61%	+$1.18M	2.67%	10
2022 Q1	$2M	Buy	41,806 +36,439	+679%	+$1.82M	1.51%	17
2021 Q4	$278K	Buy	+5,367	New	+$277K	0.21%	84

Other funds holding TFI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

W Advisors LLC's TFI Position: Q3 2023 in Review

W Advisors LLC sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 10,036 shares — an estimated $463K sold.

W Advisors LLC first reported a position in TFI in Q4 2021 and held it in 7 quarters. The position peaked at $3.08M in Q2 2022. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

W Advisors LLC reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
W Advisors LLC sold 10,036 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $463K.
W Advisors LLC first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 7 quarters.
W Advisors LLC's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.08M in Q2 2022.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on W Advisors LLC's 13F filing for Q3 2023, filed 13 Nov 2023.