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

Blue Oak Capital’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
-12,064
Closed -$309K – 78
2024
Q4 		$309K Buy
+12,064
New +$313K 0.19% 59

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $4.02B AUM 20% 1-Year Est. Return

Blue Oak Capital's HYMB Position: Q1 2025 in Review

Blue Oak Capital sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 12,064 shares — an estimated $309K sold.

Blue Oak Capital first reported a position in HYMB in Q4 2024 and held it in 1 quarter. The position peaked at $309K in Q4 2024. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

  • Blue Oak Capital reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Oak Capital sold 12,064 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $309K.
  • Blue Oak Capital first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Blue Oak Capital's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $309K in Q4 2024.
  • 387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2025.

Based on Blue Oak Capital's 13F filing for Q1 2025, filed 6 Jun 2025.