Lavaca Capital’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Lavaca Capital’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 Q1	–	Sell	-661	Closed	-$16.9K	–	271
2024 Q4	$16.9K	Buy	+661	New	+$17.1K	0.01%	255
2021 Q4	–	Sell	-6,884	Closed	-$206K	–	166
2021 Q3	$206K	Sell	6,884 -588	-8%	-$17.9K	0.02%	152
2021 Q2	$227K	Buy	+7,472	New	+$224K	0.02%	140

Other funds holding HYMB

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

APP

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

Lavaca Capital's HYMB Position: Q1 2025 in Review

Lavaca Capital sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 661 shares — an estimated $16.9K sold.

Lavaca Capital first reported a position in HYMB in Q2 2021 and held it in 3 quarters. The position peaked at $227K in Q2 2021. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

Lavaca Capital reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Lavaca Capital sold 661 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $16.9K.
Lavaca Capital first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2021 and held it in 3 quarters.
Lavaca Capital's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $227K in Q2 2021.
387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2025.

Based on Lavaca Capital's 13F filing for Q1 2025, filed 15 May 2025.