AE Wealth Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

AE Wealth Management’s Portfolio HYMB Stock Details HYMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Sell	76,850 -433	-0.6%	-$10.9K	0.01%	663
2025 Q4	$1.93M	Buy	77,283 +598	+0.8%	+$15K	0.01%	613
2025 Q3	$1.91M	Buy	76,685 +9,197	+14%	+$225K	0.01%	580
2025 Q2	$1.67M	Sell	67,488 -7,703	-10%	-$190K	0.01%	576
2025 Q1	$1.9M	Buy	75,191 +5,482	+8%	+$141K	0.02%	540
2024 Q4	$1.78M	Buy	69,709 +6,064	+10%	+$157K	0.02%	556
2024 Q3	$1.67M	Buy	63,645 +5,579	+10%	+$145K	0.02%	582
2024 Q2	$1.48M	Buy	58,066 +16,044	+38%	+$408K	0.01%	603
2024 Q1	$1.08M	Sell	42,022 -101,743	-71%	-$2.58M	0.01%	637
2023 Q4	$3.62M	Buy	143,765 +48,236	+50%	+$1.17M	0.02%	698
2023 Q3	$2.28M	Buy	95,529 +19,753	+26%	+$488K	0.01%	809
2023 Q2	$1.9M	Buy	75,776 +5,446	+8%	+$135K	0.01%	862
2023 Q1	$1.76M	Buy	70,330 +50,770	+260%	+$1.27M	0.01%	846
2022 Q4	$479K	Sell	19,560 -8,868	-31%	-$216K	﹤0.01%	1336
2022 Q3	$681K	Sell	28,428 -2,952	-9%	-$75.8K	0.01%	1096
2022 Q2	$806K	Sell	31,380 -19,894	-39%	-$521K	0.01%	968
2022 Q1	$1.41M	Sell	51,274 -85,502	-63%	-$2.46M	0.01%	806
2021 Q4	$4.11M	Buy	136,776 +488	+0.4%	+$14.6K	0.03%	468
2021 Q3	$4.08M	Sell	136,288 -53,540	-28%	-$1.63M	0.03%	429
2021 Q2	$5.77M	Buy	189,828 +61,966	+48%	+$1.86M	0.05%	329
2021 Q1	$3.79M	Buy	127,862 +60,876	+91%	+$1.81M	0.04%	378
2020 Q4	$1.98M	Buy	66,986 +1,920	+3%	+$55.3K	0.02%	499
2020 Q3	$1.85M	Sell	65,066 -2,270	-3%	-$64.7K	0.03%	446
2020 Q2	$1.9M	Sell	67,336 -33,718	-33%	-$913K	0.03%	428
2020 Q1	$2.77M	Buy	101,054 +63,832	+171%	+$1.85M	0.06%	248
2019 Q4	$1.1M	Sell	37,222 -147,582	-80%	-$4.36M	0.02%	514
2019 Q3	$5.49M	Buy	184,804 +177,908	+2,580%	+$5.24M	0.16%	126
2019 Q2	$202K	Buy	+6,896	New	+$199K	0.01%	900

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CCWA

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

AE Wealth Management's HYMB Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.56% in Q1 2026, selling an estimated $10.9K and leaving 76,850 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #663.

AE Wealth Management first reported a position in HYMB in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.77M in Q2 2021. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

AE Wealth Management held 76,850 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $1.91M as of Q1 2026.
AE Wealth Management sold 433 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $10.9K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #663 holding.
AE Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2019 and has held it in 28 quarters since.
AE Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $5.77M in Q2 2021.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.