Orion Portfolio Solutions’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Orion Portfolio Solutions’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	-35,907	Closed	-$919K	–	1919
2024 Q4	$919K	Buy	35,907 +2,362	+7%	+$61.3K	0.01%	1101
2024 Q3	$881K	Hold	33,545	–	–	0.01%	1110
2024 Q2	$853K	Buy	33,545 +3,184	+10%	+$80.9K	0.01%	1054
2024 Q1	$780K	Buy	30,361 +411	+1%	+$10.4K	0.01%	1095
2023 Q4	$754K	Sell	29,950 -2,344	-7%	-$56.6K	0.01%	1060
2023 Q3	$769K	Hold	32,294	–	–	0.01%	1043
2023 Q2	$808K	Sell	32,294 -330	-1%	-$8.21K	0.01%	1034
2023 Q1	$817K	Sell	32,624 -60	-0.2%	-$1.5K	0.01%	961
2022 Q4	$800K	Buy	32,684 +24,240	+287%	+$590K	0.03%	368
2022 Q3	$202K	Sell	8,444 -106	-1%	-$2.72K	0.01%	700
2022 Q2	$220K	Buy	+8,550	New	+$224K	0.01%	629
2020 Q3	–	Sell	-282	Closed	-$8K	–	1160
2020 Q2	$8K	Hold	282	–	–	﹤0.01%	1289
2020 Q1	$8K	Hold	282	–	–	﹤0.01%	1153
2019 Q4	$8K	Buy	+282	New	+$8.32K	﹤0.01%	1089

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

Orion Portfolio Solutions's HYMB Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 35,907 shares — an estimated $919K sold.

Orion Portfolio Solutions first reported a position in HYMB in Q4 2019 and held it in 14 quarters. The position peaked at $919K in Q4 2024. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

Orion Portfolio Solutions reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Orion Portfolio Solutions sold 35,907 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $919K.
Orion Portfolio Solutions first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and held it in 14 quarters.
Orion Portfolio Solutions's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $919K 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 Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.