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Gladstone Institutional Advisory’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-8,180
Closed -$204K – 859
2025
Q4 		$204K Sell
8,180
-701
-8% -$17.6K 0.01% 755
2025
Q3 		$221K Sell
8,881
-300
-3% -$7.34K 0.01% 733
2025
Q2 		$228K Sell
9,181
-3,824
-29% -$94.2K 0.01% 675
2025
Q1 		$328K Buy
13,005
+4,178
+47% +$107K 0.02% 565
2024
Q4 		$226K Buy
+8,827
New +$229K 0.01% 648
2024
Q3 		– Sell
-8,591
Closed -$219K – 704
2024
Q2 		$219K Buy
8,591
+274
+3% +$6.96K 0.01% 608
2024
Q1 		$214K Buy
+8,317
New +$211K 0.01% 595
2023
Q3 		– Sell
-9,909
Closed -$248K – 645
2023
Q2 		$248K Sell
9,909
-1,367
-12% -$34K 0.02% 554
2023
Q1 		$282K Sell
11,276
-168
-1% -$4.2K 0.02% 538
2022
Q4 		$280K Sell
11,444
-194
-2% -$4.72K 0.02% 512
2022
Q3 		$279K Buy
11,638
+2,142
+23% +$55K 0.02% 515
2022
Q2 		$244K Sell
9,496
-1,758
-16% -$46K 0.02% 556
2022
Q1 		$310K Buy
11,254
+1,888
+20% +$54.4K 0.02% 539
2021
Q4 		$281K Buy
9,366
+868
+10% +$25.9K 0.02% 490
2021
Q3 		$255K Sell
8,498
-696
-8% -$21.1K 0.02% 466
2021
Q2 		$280K Buy
+9,194
New +$276K 0.03% 417

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Gladstone Institutional Advisory's HYMB Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2026, closing a stake of 8,180 shares — an estimated $204K sold.

Gladstone Institutional Advisory first reported a position in HYMB in Q2 2021 and held it in 16 quarters. The position peaked at $328K in Q1 2025. 403 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 8,180 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $204K.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2021 and held it in 16 quarters.
  • Gladstone Institutional Advisory's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $328K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.