CAPTRUST Financial Advisors
HYMB icon

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

CAPTRUST Financial 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
2026
Q2 		$600K Buy
23,584
+5,455
+30% +$137K ﹤0.01% 2047
2026
Q1 		$450K Buy
18,129
+2,282
+14% +$57.2K ﹤0.01% 2105
2025
Q4 		$395K Buy
15,847
+106
+0.7% +$2.66K ﹤0.01% 2049
2025
Q3 		$392K Sell
15,741
-95
-0.6% -$2.32K ﹤0.01% 1988
2025
Q2 		$392K Sell
15,836
-8,163
-34% -$201K ﹤0.01% 1882
2025
Q1 		$605K Sell
23,999
-4,395
-15% -$113K ﹤0.01% 1534
2024
Q4 		$726K Buy
28,394
+10,962
+63% +$284K ﹤0.01% 1408
2024
Q3 		$458K Buy
17,432
+257
+1% +$6.67K ﹤0.01% 1618
2024
Q2 		$437K Buy
17,175
+7,271
+73% +$185K ﹤0.01% 1579
2024
Q1 		$254K Buy
9,904
+1,412
+17% +$35.9K ﹤0.01% 1870
2023
Q4 		$215K Sell
8,492
-5,319
-39% -$129K ﹤0.01% 2347
2023
Q3 		$329K Sell
13,811
-975
-7% -$24.1K ﹤0.01% 1930
2023
Q2 		$370K Sell
14,786
-64
-0.4% -$1.59K ﹤0.01% 1824
2023
Q1 		$372K Sell
14,850
-5,016
-25% -$125K ﹤0.01% 1582
2022
Q4 		$486K Sell
19,866
-1,274
-6% -$31K ﹤0.01% 1353
2022
Q3 		$507K Sell
21,140
-1,048
-5% -$26.9K ﹤0.01% 1240
2022
Q2 		$570K Sell
22,188
-2,400
-10% -$62.8K ﹤0.01% 1092
2022
Q1 		$678K Sell
24,588
-46,844
-66% -$1.35M ﹤0.01% 1009
2021
Q4 		$2.15M Buy
71,432
+49,300
+223% +$1.47M 0.01% 544
2021
Q3 		$663K Buy
22,132
+7,000
+46% +$213K 0.01% 914
2021
Q2 		$460K Buy
15,132
+230
+2% +$6.91K ﹤0.01% 1024
2021
Q1 		$442K Buy
14,902
+1,990
+15% +$59.1K ﹤0.01% 1010
2020
Q4 		$381K Sell
12,912
-5,786
-31% -$167K 0.01% 935
2020
Q3 		$533K Sell
18,698
-350
-2% -$9.98K 0.01% 692
2020
Q2 		$537K Buy
19,048
+460
+2% +$12.5K 0.01% 682
2020
Q1 		$488K Buy
18,588
+440
+2% +$12.7K 0.01% 596
2019
Q4 		$536K Buy
+18,148
New +$536K 0.01% 664

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

CAPTRUST Financial Advisors's HYMB Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 30% in Q2 2026, buying an estimated $137K and bringing the position to 23,584 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

CAPTRUST Financial Advisors first reported a position in HYMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.15M in Q4 2021. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • CAPTRUST Financial Advisors held 23,584 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $600K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 5,455 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $137K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2047 holding.
  • CAPTRUST Financial Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • CAPTRUST Financial Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.15M in Q4 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 CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.