AWE
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Avidian Wealth Enterprises’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Avidian Wealth Enterprises’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 		$5.88M Buy
231,178
+15,476
+7% +$389K 0.16% 95
2026
Q1 		$5.35M Buy
215,702
+32,483
+18% +$815K 0.17% 88
2025
Q4 		$4.57M Buy
183,219
+1,064
+0.6% +$26.7K 0.17% 86
2025
Q3 		$4.54M Sell
182,155
-117,186
-39% -$2.87M 0.17% 86
2025
Q2 		$7.42M Sell
299,341
-2,470
-0.8% -$60.8K 0.3% 55
2025
Q1 		$7.61M Sell
301,811
-179,117
-37% -$4.59M 0.34% 50
2024
Q4 		$12.3M Buy
480,928
+4,008
+0.8% +$104K 0.55% 35
2024
Q3 		$12.5M Buy
476,920
+18,154
+4% +$471K 0.57% 35
2024
Q2 		$11.7M Buy
458,766
+26,903
+6% +$684K 0.48% 37
2024
Q1 		$11.1M Buy
431,863
+202,746
+88% +$5.15M 0.54% 33
2023
Q4 		$5.8M Sell
229,117
-37,132
-14% -$897K 0.36% 56
2023
Q3 		$6.34M Sell
266,249
-19,845
-7% -$490K 0.45% 47
2023
Q2 		$7.16M Sell
286,094
-85,509
-23% -$2.13M 0.47% 47
2023
Q1 		$9.3M Buy
371,603
+151,753
+69% +$3.79M 0.51% 44
2022
Q4 		$5.38M Sell
219,850
-208,064
-49% -$5.07M 0.35% 63
2022
Q3 		$10.3M Buy
427,914
+145,806
+52% +$3.74M 0.74% 32
2022
Q2 		$7.25M Sell
282,108
-162,610
-37% -$4.26M 0.51% 44
2022
Q1 		$12.3M Sell
444,718
-11,318
-2% -$326K 0.75% 26
2021
Q4 		$13.7M Sell
456,036
-18,712
-4% -$559K 0.85% 24
2021
Q3 		$14.2M Sell
474,748
-120,972
-20% -$3.67M 1.08% 21
2021
Q2 		$18.1M Sell
595,720
-9,160
-2% -$275K 1.39% 16
2021
Q1 		$17.9M Buy
604,880
+223,648
+59% +$6.64M 1.53% 14
2020
Q4 		$11.2M Buy
381,232
+71,222
+23% +$2.05M 1.07% 23
2020
Q3 		$8.81M Buy
310,010
+86,540
+39% +$2.47M 1% 22
2020
Q2 		$6.3M Buy
223,470
+55,864
+33% +$1.51M 0.85% 25
2020
Q1 		$4.59M Buy
167,606
+21,792
+15% +$630K 0.74% 29
2019
Q4 		$4.3M Buy
145,814
+11,002
+8% +$325K 0.61% 29
2019
Q3 		$4M Buy
134,812
+104,450
+344% +$3.08M 0.66% 24
2019
Q2 		$887K Buy
30,362
+14,846
+96% +$429K 0.21% 42
2019
Q1 		$446K Buy
+15,516
New +$436K 0.1% 75
2018
Q2 		– Sell
-41,604
Closed -$1.16M – 108
2018
Q1 		$1.16M Sell
41,604
-16,168
-28% -$449K 0.39% 27
2017
Q4 		$1.61M Buy
+57,772
New +$1.61M 0.43% 20

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

Avidian Wealth Enterprises's HYMB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 7.2% in Q2 2026, buying an estimated $389K and bringing the position to 231,178 shares worth $5.88M. The position accounts for 0.16% of the portfolio, ranked #95.

Avidian Wealth Enterprises first reported a position in HYMB in Q4 2017 and has held it in 32 quarters since. The position peaked at $18.1M in Q2 2021. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • Avidian Wealth Enterprises held 231,178 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $5.88M as of Q2 2026.
  • Avidian Wealth Enterprises bought 15,476 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $389K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.16% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #95 holding.
  • Avidian Wealth Enterprises first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Avidian Wealth Enterprises's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $18.1M in Q2 2021.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.