Lido Advisors
HYMB icon

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

Lido 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
2026
Q1 		$1.4M Sell
56,468
-9,740
-15% -$244K 0.01% 824
2025
Q4 		$1.65M Sell
66,208
-533
-0.8% -$13.4K 0.01% 785
2025
Q3 		$1.66M Buy
66,741
+12,219
+22% +$299K 0.01% 748
2025
Q2 		$1.35M Sell
54,522
-566
-1% -$13.9K 0.01% 724
2025
Q1 		$1.39M Sell
55,088
-9,691
-15% -$249K 0.01% 646
2024
Q4 		$1.66M Sell
64,779
-11,602
-15% -$301K 0.01% 572
2024
Q3 		$2.01M Sell
76,381
-39,156
-34% -$1.02M 0.02% 464
2024
Q2 		$2.94M Sell
115,537
-8,457
-7% -$215K 0.02% 371
2024
Q1 		$3.19M Sell
123,994
-16,026
-11% -$407K 0.03% 347
2023
Q4 		$3.54M Buy
140,020
+2,883
+2% +$69.7K 0.04% 307
2023
Q3 		$3.27M Sell
137,137
-37,351
-21% -$922K 0.04% 301
2023
Q2 		$4.36M Sell
174,488
-16,995
-9% -$423K 0.05% 246
2023
Q1 		$4.79M Buy
+191,483
New +$4.79M 0.07% 217

Other funds holding HYMB

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return