Aptus Capital Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Aptus Capital Advisors’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 Q2	$850K	Sell	33,415 -610	-2%	-$15.3K	0.01%	658
2026 Q1	$844K	Sell	34,025 -4,212	-11%	-$106K	0.01%	612
2025 Q4	$954K	Sell	38,237 -1,183	-3%	-$29.6K	0.01%	597
2025 Q3	$983K	Sell	39,420 -409	-1%	-$10K	0.01%	554
2025 Q2	$987K	Sell	39,829 -14,266	-26%	-$351K	0.01%	541
2025 Q1	$1.36M	Buy	54,095 +31,384	+138%	+$805K	0.01%	454
2024 Q4	$581K	Buy	+22,711	New	+$589K	0.01%	592
2024 Q2	–	Sell	-109	Closed	-$2.8K	–	1204
2024 Q1	$2.8K	Buy	+109	New	+$2.77K	﹤0.01%	1116
2021 Q3	–	Sell	-150	Closed	-$5K	–	572
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	521
2021 Q1	$4K	Hold	150	–	–	﹤0.01%	485
2020 Q4	$4K	Sell	150 -5,000	-97%	-$144K	﹤0.01%	440
2020 Q3	$146K	Buy	5,150 +5,000	+3,333%	+$143K	0.01%	307
2020 Q2	$4K	Hold	150	–	–	﹤0.01%	388
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	382
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	476
2019 Q3	$4K	Buy	+150	New	+$4.42K	﹤0.01%	453

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CCWA

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

Aptus Capital Advisors's HYMB Position: Q2 2026 in Review

Aptus Capital Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 1.8% in Q2 2026, selling an estimated $15.3K and leaving 33,415 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #658.

Aptus Capital Advisors first reported a position in HYMB in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.36M in Q1 2025. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Aptus Capital Advisors held 33,415 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $850K as of Q2 2026.
Aptus Capital Advisors sold 610 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $15.3K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #658 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2019 and has held it in 16 quarters since.
Aptus Capital Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.36M in Q1 2025.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.