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Wealthspire Advisors (Maryland)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.55M Buy
49,150
+36,907
+301% +$1.92M 0.09% 104
2020
Q2 		$632K Sell
12,243
-4,283
-26% -$218K 0.05% 217
2020
Q1 		$826K Buy
+16,526
New +$839K 0.07% 162

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Bank of America
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Betterment LLC
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Morgan Stanley
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Northwestern Mutual Wealth Management
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UBS Group
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Fidelity Investments
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Wealthspire Advisors (Maryland)'s TFI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 301% in Q3 2020, buying an estimated $1.92M and bringing the position to 49,150 shares worth $2.55M. The position accounts for 0.09% of the portfolio, ranked #104.

Wealthspire Advisors (Maryland) first reported a position in TFI in Q1 2020 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold TFI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 49,150 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.55M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 36,907 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2020, an estimated $1.92M.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.09% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #104 holding.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.