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

Wealthspire Advisors (New York)’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
2026 Q2	$5.36M	Sell	117,063 -3,707	-3%	-$169K	0.03%	251
2026 Q1	$5.48M	Buy	120,770 +913	+0.8%	+$41.9K	0.04%	159
2025 Q4	$5.48M	Buy	119,857 +3,280	+3%	+$150K	0.04%	152
2025 Q3	$5.31M	Sell	116,577 -19,427	-14%	-$870K	0.03%	159
2025 Q2	$6.08M	Sell	136,004 -32,820	-19%	-$1.46M	0.03%	145
2025 Q1	$7.61M	Sell	168,824 -2,907	-2%	-$133K	0.05%	134
2024 Q4	$7.83M	Sell	171,731 -7,602	-4%	-$351K	0.08%	120
2024 Q3	$8.4M	Sell	179,333 -1,523	-0.8%	-$70.6K	0.09%	118
2024 Q2	$8.27M	Sell	180,856 -14,342	-7%	-$657K	0.11%	90
2024 Q1	$9.07M	Sell	195,198 -9,031	-4%	-$422K	0.12%	81
2023 Q4	$9.6M	Sell	204,229 -16,659	-8%	-$747K	0.14%	74
2023 Q3	$9.65M	Sell	220,888 -3,849	-2%	-$175K	0.16%	63
2023 Q2	$10.4M	Sell	224,737 -6,309	-3%	-$292K	0.17%	65
2023 Q1	$10.8M	Buy	231,046 +8,445	+4%	+$391K	0.19%	63
2022 Q4	$10.2M	Buy	222,601 +36,532	+20%	+$1.64M	0.18%	66
2022 Q3	$8.19M	Buy	186,069 +29,612	+19%	+$1.36M	0.17%	73
2022 Q2	$7.17M	Buy	156,457 +66,887	+75%	+$3.09M	0.15%	73
2022 Q1	$4.29M	Buy	89,570 +60,864	+212%	+$3.03M	0.1%	82
2021 Q4	$1.49M	Sell	28,706 -374	-1%	-$19.3K	0.03%	177
2021 Q3	$1.5M	Sell	29,080 -2,340	-7%	-$122K	0.03%	199
2021 Q2	$1.64M	Sell	31,420 -3,989	-11%	-$208K	0.04%	124
2021 Q1	$1.83M	Buy	35,409 +3,286	+10%	+$171K	0.04%	183
2020 Q4	$1.69M	Sell	32,123 -2,256	-7%	-$117K	0.05%	150
2020 Q3	$1.78M	Buy	34,379 +617	+2%	+$32.2K	0.11%	90
2020 Q2	$1.74M	Sell	33,762 -3,760	-10%	-$192K	0.12%	74
2020 Q1	$1.88M	Buy	+37,522	New	+$1.91M	0.08%	132
2019 Q1	–	Sell	-574	Closed	-$28K	–	708
2018 Q4	$28K	Buy	+574	New	+$27.2K	﹤0.01%	275

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Wealthspire Advisors (New York)'s TFI Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 3.1% in Q2 2026, selling an estimated $169K and leaving 117,063 shares worth $5.36M. The position accounts for 0.03% of the portfolio, ranked #251.

Wealthspire Advisors (New York) first reported a position in TFI in Q4 2018 and has held it in 27 quarters since. The position peaked at $10.8M in Q1 2023. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Wealthspire Advisors (New York) held 117,063 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $5.36M as of Q2 2026.
Wealthspire Advisors (New York) sold 3,707 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $169K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #251 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and has held it in 27 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $10.8M in Q1 2023.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.