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

Mutual 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
2024
Q3 		– Sell
-15,700
Closed -$406K – 1132
2024
Q2 		$406K Buy
15,700
+414
+3% +$10.5K 0.01% 783
2024
Q1 		$393K Buy
15,286
+470
+3% +$11.9K 0.01% 776
2023
Q4 		$375K Sell
14,816
-14,102
-49% -$341K 0.01% 746
2023
Q3 		$689K Buy
28,918
+3,733
+15% +$92.2K 0.03% 519
2023
Q2 		$630K Buy
25,185
+6,468
+35% +$161K 0.02% 568
2023
Q1 		$469K Buy
18,717
+2,117
+13% +$52.9K 0.02% 643
2022
Q4 		$406K Buy
16,600
+146
+0.9% +$3.56K 0.02% 648
2022
Q3 		$394K Sell
16,454
-2,998
-15% -$77K 0.02% 636
2022
Q2 		$500K Sell
19,452
-2,582
-12% -$67.6K 0.03% 539
2022
Q1 		$608K Buy
22,034
+2,418
+12% +$69.6K 0.03% 517
2021
Q4 		$589K Buy
19,616
+2,740
+16% +$81.9K 0.03% 529
2021
Q3 		$506K Buy
16,876
+8,576
+103% +$260K 0.03% 537
2021
Q2 		$252K Buy
+8,300
New +$249K 0.01% 728
2021
Q1 		– Sell
-16,694
Closed -$492K – 800
2020
Q4 		$492K Buy
16,694
+2,360
+16% +$68K 0.04% 467
2020
Q3 		$408K Sell
14,334
-110
-0.8% -$3.14K 0.04% 466
2020
Q2 		$407K Sell
14,444
-318
-2% -$8.61K 0.04% 434
2020
Q1 		$404K Buy
+14,762
New +$427K 0.05% 333

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mutual Advisors's HYMB Position: Q3 2024 in Review

Mutual Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2024, closing a stake of 15,700 shares — an estimated $406K sold.

Mutual Advisors first reported a position in HYMB in Q1 2020 and held it in 17 quarters. The position peaked at $689K in Q3 2023. 360 funds tracked by Wall St. Rank hold HYMB as of Q3 2024.

  • Mutual Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 15,700 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2024, an estimated $406K.
  • Mutual Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2020 and held it in 17 quarters.
  • Mutual Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $689K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.