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Hart & Patterson Financial Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$1.12M Sell
43,963
-544
-1% -$14.1K 0.55% 41
2024
Q3 		$1.17M Sell
44,507
-8,612
-16% -$223K 0.55% 40
2024
Q2 		$1.35M Sell
53,119
-5,808
-10% -$148K 0.67% 33
2024
Q1 		$1.51M Sell
58,927
-1,429
-2% -$36.3K 0.75% 32
2023
Q4 		$1.53M Buy
+60,356
New +$1.46M 0.79% 25

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Hart & Patterson Financial Group's HYMB Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 1.2% in Q4 2024, selling an estimated $14.1K and leaving 43,963 shares worth $1.12M. The position accounts for 0.55% of the portfolio, ranked #41.

Hart & Patterson Financial Group first reported a position in HYMB in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.53M in Q4 2023. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

  • Hart & Patterson Financial Group held 43,963 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $1.12M as of Q4 2024.
  • Hart & Patterson Financial Group sold 544 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $14.1K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.55% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #41 holding.
  • Hart & Patterson Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.53M in Q4 2023.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.