Private Capital Management (Colorado)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Private Capital Management (Colorado)’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 Q4	$36K	Buy	1,409 +465	+49%	+$12.1K	0.01%	173
2024 Q3	$24.8K	Hold	944	–	–	﹤0.01%	251
2024 Q2	$24K	Hold	944	–	–	﹤0.01%	205
2024 Q1	$24.3K	Hold	944	–	–	0.01%	215
2023 Q4	$23.9K	Buy	944 +406	+75%	+$9.81K	0.01%	193
2023 Q3	$12.8K	Hold	538	–	–	﹤0.01%	202
2023 Q2	$13.5K	Sell	538 -72	-12%	-$1.79K	﹤0.01%	193
2023 Q1	$15.3K	Buy	+610	New	+$15.3K	﹤0.01%	198

Other funds holding HYMB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

Private Capital Management (Colorado)'s HYMB Position: Q4 2024 in Review

Private Capital Management (Colorado) increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 49% in Q4 2024, buying an estimated $12.1K and bringing the position to 1,409 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #173.

Private Capital Management (Colorado) first reported a position in HYMB in Q1 2023 and has held it in 8 quarters since. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

Private Capital Management (Colorado) held 1,409 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $36K as of Q4 2024.
Private Capital Management (Colorado) bought 465 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $12.1K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #173 holding.
Private Capital Management (Colorado) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2023 and has held it in 8 quarters since.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.