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Levy Wealth Management Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Levy Wealth Management 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
Q2 		$673K Hold
26,450
– – 0.17% 48
2024
Q1 		$669K Hold
26,450
– – 0.19% 47
2023
Q4 		$669K Sell
26,450
-610
-2% -$14.7K 0.19% 47
2023
Q3 		$645K Sell
27,060
-1,288
-5% -$31.8K 0.2% 46
2023
Q2 		$709K Buy
+28,348
New +$705K 0.21% 45

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Levy Wealth Management Group's HYMB Position: Q2 2024 in Review

Levy Wealth Management Group held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q2 2024 at 26,450 shares worth $673K. The position accounts for 0.17% of the portfolio, ranked #48.

Levy Wealth Management Group first reported a position in HYMB in Q2 2023 and has held it in 5 quarters since. The position peaked at $709K in Q2 2023. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

  • Levy Wealth Management Group held 26,450 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $673K as of Q2 2024.
  • Levy Wealth Management Group left its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF share count unchanged in Q2 2024.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.17% of Levy Wealth Management Group's portfolio in Q2 2024, its #48 holding.
  • Levy Wealth Management Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2023 and has held it in 5 quarters since.
  • Levy Wealth Management Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $709K in Q2 2023.
  • 351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.