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

Capital Analysts LLC’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	$13.2M	Buy	517,732 +26,058	+5%	+$655K	0.3%	75
2026 Q1	$12.2M	Buy	491,674 +52,924	+12%	+$1.33M	0.32%	74
2025 Q4	$10.9M	Buy	438,750 +9,895	+2%	+$248K	0.3%	76
2025 Q3	$10.7M	Buy	428,855 +11,378	+3%	+$278K	0.31%	76
2025 Q2	$10.3M	Buy	417,477 +1,930	+0.5%	+$47.5K	0.34%	70
2025 Q1	$10.5M	Buy	415,547 +14,597	+4%	+$374K	0.39%	58
2024 Q4	$10.3M	Buy	400,950 +19,719	+5%	+$511K	0.41%	54
2024 Q3	$10M	Buy	381,231 +3,224	+0.9%	+$83.6K	0.41%	58
2024 Q2	$9.62M	Buy	378,007 +9,912	+3%	+$252K	0.43%	53
2024 Q1	$9.46M	Buy	368,095 +2,856	+0.8%	+$72.5K	0.44%	52
2023 Q4	$9.24M	Buy	365,239 +364,299	+38,755%	+$8.8M	0.47%	47
2023 Q3	$22K	Buy	940 +4	+0.4%	+$99	﹤0.01%	751
2023 Q2	$23K	Buy	936 +4	+0.4%	+$100	﹤0.01%	703
2023 Q1	$23K	Buy	932 +2	+0.2%	+$50	﹤0.01%	709
2022 Q4	$23K	Buy	930 +6	+0.6%	+$146	﹤0.01%	738
2022 Q3	$22K	Buy	924 +4	+0.4%	+$103	﹤0.01%	701
2022 Q2	$24K	Buy	920 +6	+0.7%	+$157	﹤0.01%	677
2022 Q1	$25K	Sell	914 -2,166	-70%	-$62.4K	﹤0.01%	654
2021 Q4	$93K	Buy	3,080 +2,180	+242%	+$65.2K	0.01%	464
2021 Q3	$27K	Buy	900 +96	+12%	+$2.92K	﹤0.01%	658
2021 Q2	$24K	Buy	+804	New	+$24.2K	﹤0.01%	646
2020 Q2	–	Sell	-1,208	Closed	-$33K	–	715
2020 Q1	$33K	Buy	1,208 +8	+0.7%	+$231	﹤0.01%	387
2019 Q4	$35K	Buy	1,200 +14	+1%	+$413	﹤0.01%	436
2019 Q3	$35K	Buy	1,186 +12	+1%	+$354	﹤0.01%	426
2019 Q2	$34K	Buy	+1,174	New	+$33.9K	﹤0.01%	413
2019 Q1	–	Sell	-7,078	Closed	-$198K	–	667
2018 Q4	$198K	Buy	+7,078	New	+$197K	0.03%	200
2017 Q1	–	Sell	-10,076	Closed	-$282K	–	350
2016 Q4	$282K	Buy	+10,076	New	+$287K	0.05%	170

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

Capital Analysts LLC's HYMB Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 5.3% in Q2 2026, buying an estimated $655K and bringing the position to 517,732 shares worth $13.2M. The position accounts for 0.3% of the portfolio, ranked #75.

Capital Analysts LLC first reported a position in HYMB in Q4 2016 and has held it in 27 quarters since. 422 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Capital Analysts LLC held 517,732 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $13.2M as of Q2 2026.
Capital Analysts LLC bought 26,058 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $655K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.3% of Capital Analysts LLC's portfolio in Q2 2026, its #75 holding.
Capital Analysts LLC first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and has held it in 27 quarters since.
422 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.