J.W. Cole Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

J.W. Cole 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 Q3	–	Sell	-16,943	Closed	-$420K	–	1573
2025 Q2	$420K	Sell	16,943 -1,356	-7%	-$33.4K	0.01%	981
2025 Q1	$461K	Buy	+18,299	New	+$469K	0.01%	790
2024 Q3	–	Sell	-9,137	Closed	-$232K	–	950
2024 Q2	$232K	Buy	+9,137	New	+$232K	0.01%	791

Other funds holding HYMB

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

J.W. Cole Advisors's HYMB Position: Q3 2025 in Review

J.W. Cole Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2025, closing a stake of 16,943 shares — an estimated $420K sold.

J.W. Cole Advisors first reported a position in HYMB in Q2 2024 and held it in 3 quarters. The position peaked at $461K in Q1 2025. 386 funds tracked by Wall St. Rank hold HYMB as of Q3 2025.

J.W. Cole Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
J.W. Cole Advisors sold 16,943 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2025, an estimated $420K.
J.W. Cole Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2024 and held it in 3 quarters.
J.W. Cole Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $461K in Q1 2025.
386 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.