McMill Wealth Management’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$74.7M Buy
2,231,133
+146,768
+7% +$4.91M 17.91% 1
2026
Q1
$69.9M Buy
+2,084,365
New +$69.9M 18.59% 1

McMill Wealth Management's INY Position: Q2 2026 in Review

McMill Wealth Management increased its SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) stake by 7% in Q2 2026, buying an estimated $4.91M and bringing the position to 2,231,133 shares worth $74.7M. The position accounts for 17.91% of the portfolio, ranked #1.

McMill Wealth Management first reported a position in INY in Q1 2026 and has held it in 2 quarters since. 1 fund tracked by Wall St. Rank holds INY as of Q2 2026.

  • McMill Wealth Management held 2,231,133 shares of SPDR NUVEEN BARCLAYS N Y MUN BD ETF worth $74.7M as of Q2 2026.
  • McMill Wealth Management bought 146,768 SPDR NUVEEN BARCLAYS N Y MUN BD ETF shares in Q2 2026, an estimated $4.91M.
  • SPDR NUVEEN BARCLAYS N Y MUN BD ETF made up 17.91% of McMill Wealth Management's portfolio in Q2 2026, its #1 holding.
  • McMill Wealth Management first reported a position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF in Q1 2026 and has held it in 2 quarters since.
  • 1 fund tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.