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

Marcum Wealth’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	-8,430	Closed	-$216K	–	415
2024 Q4	$216K	Buy	8,430 +420	+5%	+$10.9K	0.02%	349
2024 Q3	$210K	Buy	+8,010	New	+$208K	0.02%	358

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 $4.02B AUM 20% 1-Year Est. Return

Marcum Wealth's HYMB Position: Q1 2025 in Review

Marcum Wealth sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 8,430 shares — an estimated $216K sold.

Marcum Wealth first reported a position in HYMB in Q3 2024 and held it in 2 quarters. The position peaked at $216K in Q4 2024. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

Marcum Wealth reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Marcum Wealth sold 8,430 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $216K.
Marcum Wealth first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
Marcum Wealth's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $216K in Q4 2024.
387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.