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

Atria Wealth Solutions’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
2025 Q1	–	Sell	-20,052	Closed	-$513K	–	1963
2024 Q4	$513K	Buy	+20,052	New	+$520K	0.01%	1267
2023 Q1	–	Sell	-10,468	Closed	-$256K	–	1901
2022 Q4	$256K	Sell	10,468 -23,200	-69%	-$565K	﹤0.01%	1449
2022 Q3	$807K	Buy	33,668 +24,084	+251%	+$618K	0.01%	800
2022 Q2	$246K	Sell	9,584 -9,878	-51%	-$259K	﹤0.01%	1326
2022 Q1	$537K	Buy	+19,462	New	+$560K	0.01%	1028

Other funds holding HYMB

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

APP

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

Atria Wealth Solutions's HYMB Position: Q1 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 20,052 shares — an estimated $513K sold.

Atria Wealth Solutions first reported a position in HYMB in Q1 2022 and held it in 5 quarters. The position peaked at $807K in Q3 2022. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

Atria Wealth Solutions reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 20,052 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $513K.
Atria Wealth Solutions first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $807K in Q3 2022.
387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.