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

Mather 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
2026 Q3	$1.86M	Sell	79,346 -1,167	-1%	-$28.8K	0.02%	275
2026 Q2	$2.05M	Sell	80,513 -4,078	-5%	-$102K	0.02%	265
2026 Q1	$2.1M	Sell	84,591 -1,619	-2%	-$40.6K	0.02%	224
2025 Q4	$2.15M	Buy	86,210 +289	+0.3%	+$7.24K	0.02%	197
2025 Q3	$2.14M	Sell	85,921 -2,162	-2%	-$52.9K	0.02%	190
2025 Q2	$2.18M	Sell	88,083 -508,157	-85%	-$12.5M	0.02%	182
2025 Q1	$15M	Buy	596,240 +40,686	+7%	+$1.04M	0.17%	58
2024 Q4	$14.2M	Buy	555,554 +38,000	+7%	+$986K	0.18%	58
2024 Q3	$13.6M	Buy	517,554 +234,498	+83%	+$6.08M	0.17%	70
2024 Q2	$7.27M	Buy	283,056 +39,790	+16%	+$1.01M	0.09%	100
2024 Q1	$6.15M	Sell	243,266 -466	-0.2%	-$11.8K	0.1%	81
2023 Q4	$6.17M	Buy	243,732 +23,564	+11%	+$569K	0.1%	82
2023 Q3	$5.24M	Buy	220,168 +168,042	+322%	+$4.15M	0.09%	86
2023 Q2	$1.3M	Sell	52,126 -5,218	-9%	-$130K	0.02%	192
2023 Q1	$1.44M	Sell	57,344 -944	-2%	-$23.6K	0.03%	169
2022 Q4	$1.43M	Sell	58,288 -16,986	-23%	-$414K	0.03%	166
2022 Q3	$1.8M	Sell	75,274 -39,566	-34%	-$1.02M	0.04%	140
2022 Q2	$2.95M	Buy	114,840 +104,564	+1,018%	+$2.74M	0.07%	98
2022 Q1	$283K	Buy	+10,276	New	+$296K	0.01%	354
2017 Q4	–	Sell	-46,150	Closed	-$1.32M	–	37
2017 Q3	$1.32M	Buy	46,150 +13,294	+40%	+$381K	0.16%	30
2017 Q2	$934K	Buy	32,856 +452	+1%	+$12.9K	0.12%	34
2017 Q1	$917K	Buy	32,404 +1,214	+4%	+$34.2K	0.14%	33
2016 Q4	$873K	Buy	+31,190	New	+$888K	0.15%	29

Other funds holding HYMB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Mather Group's HYMB Position: Q3 2026 in Review

Mather Group reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 1.4% in Q3 2026, selling an estimated $28.8K and leaving 79,346 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #275.

Mather Group first reported a position in HYMB in Q4 2016 and has held it in 23 quarters since. The position peaked at $15M in Q1 2025. 102 funds tracked by Wall St. Rank hold HYMB as of Q3 2026.

Mather Group held 79,346 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $1.86M as of Q3 2026.
Mather Group sold 1,167 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2026, an estimated $28.8K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #275 holding.
Mather Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and has held it in 23 quarters since.
Mather Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $15M in Q1 2025.
102 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.