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

Crescent Grove 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
2024
Q2 		– Sell
-15,076
Closed -$387K – 296
2024
Q1 		$387K Sell
15,076
-1,129
-7% -$28.7K 0.04% 205
2023
Q4 		$410K Buy
16,205
+717
+5% +$17.3K 0.05% 198
2023
Q3 		$369K Hold
15,488
– – 0.05% 206
2023
Q2 		$387K Hold
15,488
– – 0.04% 204
2023
Q1 		$388K Sell
15,488
-8,614
-36% -$215K 0.05% 202
2022
Q4 		$590K Buy
+24,102
New +$587K 0.06% 163

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crescent Grove Advisors's HYMB Position: Q2 2024 in Review

Crescent Grove Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 15,076 shares — an estimated $387K sold.

Crescent Grove Advisors first reported a position in HYMB in Q4 2022 and held it in 6 quarters. The position peaked at $590K in Q4 2022. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

  • Crescent Grove Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 15,076 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $387K.
  • Crescent Grove Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 6 quarters.
  • Crescent Grove Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $590K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on Crescent Grove Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.