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

Petra Financial 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
2023 Q4	–	Sell	-8,761	Closed	-$209K	–	121
2023 Q3	$209K	Buy	+8,761	New	+$216K	0.17%	117
2023 Q2	–	Sell	-10,004	Closed	-$251K	–	116
2023 Q1	$251K	Sell	10,004 -824	-8%	-$20.6K	0.25%	66
2022 Q4	$265K	Buy	+10,828	New	+$264K	0.29%	80

Other funds holding HYMB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Petra Financial Advisors's HYMB Position: Q4 2023 in Review

Petra Financial Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2023, closing a stake of 8,761 shares — an estimated $209K sold.

Petra Financial Advisors first reported a position in HYMB in Q4 2022 and held it in 3 quarters. The position peaked at $265K in Q4 2022. 334 funds tracked by Wall St. Rank hold HYMB as of Q4 2023.

Petra Financial Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Petra Financial Advisors sold 8,761 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2023, an estimated $209K.
Petra Financial Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
Petra Financial Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $265K in Q4 2022.
334 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2023.

Based on Petra Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.