Ladenburg Thalmann Financial Services’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$4.13M	Buy	140,670 +6,154	+5%	+$182K	0.03%	552
2019 Q3	$3.99M	Buy	134,516 +16,356	+14%	+$482K	0.03%	544
2019 Q2	$3.45M	Buy	118,160 +40,714	+53%	+$1.18M	0.03%	591
2019 Q1	$2.24M	Buy	77,446 +27,850	+56%	+$783K	0.02%	728
2018 Q4	$1.39M	Buy	49,596 +41,078	+482%	+$1.14M	0.01%	859
2018 Q3	$240K	Buy	8,518 +4,112	+93%	+$116K	﹤0.01%	2168
2018 Q2	$123K	Hold	4,406	–	–	﹤0.01%	2627
2018 Q1	$123K	Sell	4,406 -2,164	-33%	-$60K	﹤0.01%	2627
2017 Q4	$183K	Sell	6,570 -5,526	-46%	-$154K	﹤0.01%	2270
2017 Q3	$345K	Buy	12,096 +2,612	+28%	+$74.8K	﹤0.01%	1702
2017 Q2	$269K	Buy	9,484 +2,114	+29%	+$60.3K	﹤0.01%	1798
2017 Q1	$208K	Sell	7,370 -4,690	-39%	-$132K	﹤0.01%	1882
2016 Q4	$341K	Buy	12,060 +5,188	+75%	+$148K	﹤0.01%	1473
2016 Q3	$203K	Sell	6,872 -384	-5%	-$11.4K	﹤0.01%	1742
2016 Q2	$217K	Buy	7,256 +1,320	+22%	+$38.6K	﹤0.01%	1627
2016 Q1	$171K	Sell	5,936 -1,470	-20%	-$42K	﹤0.01%	1712
2015 Q4	$211K	Sell	7,406 -318	-4%	-$9K	﹤0.01%	1546
2015 Q3	$218K	Sell	7,724 -3,836	-33%	-$107K	﹤0.01%	1433
2015 Q2	$320K	Buy	11,560 +7,196	+165%	+$205K	0.01%	1292
2015 Q1	$125K	Sell	4,364 -682	-14%	-$19.8K	﹤0.01%	1926
2014 Q4	$146K	Buy	5,046 +2,246	+80%	+$64.1K	﹤0.01%	1644
2014 Q3	$80K	Hold	2,800	–	–	﹤0.01%	1730
2014 Q2	$79K	Hold	2,800	–	–	﹤0.01%	1748
2014 Q1	$77K	Hold	2,800	–	–	﹤0.01%	1663
2013 Q4	$71K	Sell	2,800 -6,000	-68%	-$155K	﹤0.01%	1677
2013 Q3	$230K	Hold	8,800	–	–	0.01%	952
2013 Q2	$237K	Buy	+8,800	New	+$253K	0.01%	906

Other funds holding HYMB

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HYMB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 4.6% in Q4 2019, buying an estimated $182K and bringing the position to 140,670 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #552.

Ladenburg Thalmann Financial Services first reported a position in HYMB in Q2 2013 and has held it in 27 quarters since. 173 funds tracked by Wall St. Rank hold HYMB as of Q4 2019.

Ladenburg Thalmann Financial Services held 140,670 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $4.13M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 6,154 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2019, an estimated $182K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #552 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2013 and has held it in 27 quarters since.
173 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.