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

Goodwin Investment 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
2024
Q2 		– Sell
-5,897
Closed -$151K – 39
2024
Q1 		$151K Buy
+5,897
New +$150K 0.07% 36
2023
Q4 		– Sell
-51,032
Closed -$1.22M – 75
2023
Q3 		$1.22M Buy
+51,032
New +$1.26M 0.72% 13

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 $4.02B AUM 20% 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

Goodwin Investment Advisory's HYMB Position: Q2 2024 in Review

Goodwin Investment Advisory sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 5,897 shares — an estimated $151K sold.

Goodwin Investment Advisory first reported a position in HYMB in Q3 2023 and held it in 2 quarters. The position peaked at $1.22M in Q3 2023. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

  • Goodwin Investment Advisory reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 5,897 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $151K.
  • Goodwin Investment Advisory first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2023 and held it in 2 quarters.
  • Goodwin Investment Advisory's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.22M in Q3 2023.
  • 351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on Goodwin Investment Advisory's 13F filing for Q2 2024, filed 1 Aug 2024.