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

Burt Wealth 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
2025 Q3	$781K	Sell	31,347 -10,236	-25%	-$250K	0.19%	56
2025 Q2	$1.03M	Sell	41,583 -1,925	-4%	-$47.4K	0.24%	41
2025 Q1	$1.1M	Buy	43,508 +530	+1%	+$13.6K	0.27%	37
2024 Q4	$1.1M	Sell	42,978 -160	-0.4%	-$4.15K	0.28%	38
2024 Q3	$1.13M	Buy	43,138 +2,372	+6%	+$61.5K	0.28%	37
2024 Q2	$1.04M	Sell	40,766 -2,286	-5%	-$58.1K	0.27%	40
2024 Q1	$1.11M	Sell	43,052 -8,027	-16%	-$204K	0.28%	38
2023 Q4	$1.29M	Buy	51,079 +21,681	+74%	+$524K	0.37%	31
2023 Q3	$700K	Buy	29,398 +1,146	+4%	+$28.3K	0.22%	43
2023 Q2	$707K	Buy	28,252 +160	+0.6%	+$3.98K	0.21%	44
2023 Q1	$703K	Hold	28,092	–	–	0.22%	40
2022 Q4	$688K	Buy	+28,092	New	+$684K	0.23%	42

Other funds holding HYMB

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

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

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

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

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCWA

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

Burt Wealth Advisors's HYMB Position: Q3 2025 in Review

Burt Wealth Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 25% in Q3 2025, selling an estimated $250K and leaving 31,347 shares worth $781K. The position accounts for 0.19% of the portfolio, ranked #56.

Burt Wealth Advisors first reported a position in HYMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.29M in Q4 2023. 387 funds tracked by Wall St. Rank hold HYMB as of Q3 2025.

Burt Wealth Advisors held 31,347 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $781K as of Q3 2025.
Burt Wealth Advisors sold 10,236 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2025, an estimated $250K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.19% of Burt Wealth Advisors's portfolio in Q3 2025, its #56 holding.
Burt Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
Burt Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.29M in Q4 2023.
387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.