Laurel Wealth Advisors (California)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$877K	Sell	35,802 -1,594	-4%	-$38.8K	0.09%	245
2022 Q3	$896K	Sell	37,396 -2,612	-7%	-$67.1K	0.1%	231
2022 Q2	$1.03M	Buy	40,008 +32,440	+429%	+$849K	0.1%	215
2022 Q1	$209K	Buy	7,568 +20	+0.3%	+$576	0.02%	705
2021 Q4	$227K	Buy	+7,548	New	+$226K	0.02%	715
2021 Q3	–	Sell	-8,810	Closed	-$267K	–	476
2021 Q2	$267K	Buy	8,810 +710	+9%	+$21.3K	0.03%	424
2021 Q1	$240K	Buy	+8,100	New	+$240K	0.04%	404
2020 Q3	–	Sell	-81,870	Closed	-$2.31M	–	398
2020 Q2	$2.31M	Buy	+81,870	New	+$2.22M	0.42%	59
2020 Q1	–	Sell	-23,060	Closed	-$680K	–	398
2019 Q4	$680K	Buy	+23,060	New	+$681K	0.11%	203

Other funds holding HYMB

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

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

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

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

RJA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HYMB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 4.3% in Q4 2022, selling an estimated $38.8K and leaving 35,802 shares worth $877K. The position accounts for 0.09% of the portfolio, ranked #245.

Laurel Wealth Advisors (California) first reported a position in HYMB in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.31M in Q2 2020. 273 funds tracked by Wall St. Rank hold HYMB as of Q4 2022.

Laurel Wealth Advisors (California) held 35,802 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $877K as of Q4 2022.
Laurel Wealth Advisors (California) sold 1,594 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2022, an estimated $38.8K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #245 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and has held it in 9 quarters since.
Laurel Wealth Advisors (California)'s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.31M in Q2 2020.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.