Wealthspire Advisors (New York)’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Sell |
136,004
-32,820
| -19% | -$1.47M | 0.03% | 145 |
|
|
2025
Q1 | $7.61M | Sell |
168,824
-2,907
| -2% | -$131K | 0.05% | 134 |
|
|
2024
Q4 | $7.83M | Sell |
171,731
-7,602
| -4% | -$347K | 0.08% | 120 |
|
|
2024
Q3 | $8.4M | Sell |
179,333
-1,523
| -0.8% | -$71.3K | 0.09% | 118 |
|
|
2024
Q2 | $8.27M | Sell |
180,856
-14,342
| -7% | -$656K | 0.11% | 90 |
|
|
2024
Q1 | $9.07M | Sell |
195,198
-9,031
| -4% | -$420K | 0.12% | 81 |
|
|
2023
Q4 | $9.6M | Sell |
204,229
-16,659
| -8% | -$783K | 0.14% | 74 |
|
|
2023
Q3 | $9.65M | Sell |
220,888
-3,849
| -2% | -$168K | 0.16% | 63 |
|
|
2023
Q2 | $10.4M | Sell |
224,737
-6,309
| -3% | -$291K | 0.17% | 65 |
|
|
2023
Q1 | $10.8M | Buy |
231,046
+8,445
| +4% | +$395K | 0.19% | 63 |
|
|
2022
Q4 | $10.2M | Buy |
222,601
+36,532
| +20% | +$1.67M | 0.18% | 66 |
|
|
2022
Q3 | $8.19M | Buy |
186,069
+29,612
| +19% | +$1.3M | 0.17% | 73 |
|
|
2022
Q2 | $7.18M | Buy |
156,457
+66,887
| +75% | +$3.07M | 0.15% | 73 |
|
|
2022
Q1 | $4.29M | Buy |
89,570
+60,864
| +212% | +$2.91M | 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% | -$121K | 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% | +$170K | 0.04% | 183 |
|
|
2020
Q4 | $1.69M | Sell |
32,123
-2,256
| -7% | -$118K | 0.05% | 150 |
|
|
2020
Q3 | $1.79M | Buy |
34,379
+617
| +2% | +$32K | 0.11% | 89 |
|
|
2020
Q2 | $1.74M | Sell |
33,762
-3,760
| -10% | -$194K | 0.12% | 73 |
|
|
2020
Q1 | $1.88M | Buy |
+37,522
| New | +$1.88M | 0.08% | 131 |
|
|
2019
Q1 | – | Sell |
-574
| Closed | -$28K | – | 709 |
|
|
2018
Q4 | $28K | Buy |
+574
| New | +$28K | ﹤0.01% | 275 |
|