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Halbert Hargrove Global Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Halbert Hargrove Global 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
2025
Q2 		– Sell
-83
Closed -$2.09K – 469
2025
Q1 		$2.09K Buy
+83
New +$2.13K ﹤0.01% 399

Other funds holding HYMB

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Halbert Hargrove Global Advisors's HYMB Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2025, closing a stake of 83 shares — an estimated $2.09K sold.

Halbert Hargrove Global Advisors first reported a position in HYMB in Q1 2025 and held it in 1 quarter. The position peaked at $2.09K in Q1 2025. 391 funds tracked by Wall St. Rank hold HYMB as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 83 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2025, an estimated $2.09K.
  • Halbert Hargrove Global Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.09K in Q1 2025.
  • 391 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.