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

Clearwater Capital 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
2023 Q2	–	Sell	-9,551	Closed	-$239K	–	155
2023 Q1	$239K	Sell	9,551 -2,515	-21%	-$62.9K	0.03%	131
2022 Q4	$295K	Sell	12,066 -6,400	-35%	-$156K	0.04%	122
2022 Q3	$442K	Hold	18,466	–	–	0.06%	100
2022 Q2	$474K	Hold	18,466	–	–	0.06%	93
2022 Q1	$509K	Hold	18,466	–	–	0.06%	102
2021 Q4	$555K	Hold	18,466	–	–	0.06%	101
2021 Q3	$554K	Hold	18,466	–	–	0.06%	99
2021 Q2	$562K	Hold	18,466	–	–	0.07%	98
2021 Q1	$548K	Hold	18,466	–	–	0.07%	100
2020 Q4	$545K	Hold	18,466	–	–	0.07%	97
2020 Q3	$525K	Sell	18,466 -2,996	-14%	-$85.4K	0.08%	90
2020 Q2	$605K	Buy	21,462 +5,200	+32%	+$141K	0.1%	86
2020 Q1	$445K	Sell	16,262 -15,706	-49%	-$454K	0.1%	98
2019 Q4	$943K	Sell	31,968 -10,954	-26%	-$323K	0.16%	95
2019 Q3	$1.27M	Sell	42,922 -2,298	-5%	-$67.7K	0.23%	90
2019 Q2	$1.32M	Hold	45,220	–	–	0.24%	94
2019 Q1	$1.3M	Sell	45,220 -5,676	-11%	-$159K	0.24%	98
2018 Q4	$1.43M	Buy	50,896 +5,614	+12%	+$156K	0.31%	96
2018 Q3	$1.27M	Buy	45,282 +2,322	+5%	+$65.6K	0.25%	94
2018 Q2	$1.21M	Hold	42,960	–	–	0.25%	93
2018 Q1	$1.2M	Sell	42,960 -2,500	-5%	-$69.4K	0.25%	92
2017 Q4	$1.26M	Sell	45,460 -13,136	-22%	-$366K	0.28%	86
2017 Q3	$1.64M	Buy	58,596 +512	+0.9%	+$14.7K	0.38%	70
2017 Q2	$1.65M	Sell	58,084 -650	-1%	-$18.5K	0.42%	67
2017 Q1	$1.66M	Buy	58,734 +12,452	+27%	+$351K	0.45%	63
2016 Q4	$1.3M	Sell	46,282 -4,264	-8%	-$121K	0.45%	60
2016 Q3	$1.49M	Sell	50,546 -52	-0.1%	-$1.55K	0.52%	54
2016 Q2	$1.51M	Buy	+50,598	New	+$1.48M	0.56%	50

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearwater Capital Advisors's HYMB Position: Q2 2023 in Review

Clearwater Capital Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2023, closing a stake of 9,551 shares — an estimated $239K sold.

Clearwater Capital Advisors first reported a position in HYMB in Q2 2016 and held it in 28 quarters. The position peaked at $1.66M in Q1 2017. 277 funds tracked by Wall St. Rank hold HYMB as of Q2 2023.

Clearwater Capital Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Clearwater Capital Advisors sold 9,551 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2023, an estimated $239K.
Clearwater Capital Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2016 and held it in 28 quarters.
Clearwater Capital Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.66M in Q1 2017.
277 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2023.

Based on Clearwater Capital Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.