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

Reitz Capital 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 Q3	–	Sell	-9,540	Closed	-$239K	–	61
2023 Q2	$239K	Sell	9,540 -4,370	-31%	-$109K	0.22%	35
2023 Q1	$348K	Sell	13,910 -3,900	-22%	-$97.5K	0.32%	31
2022 Q4	$436K	Sell	17,810 -7,610	-30%	-$185K	0.42%	28
2022 Q3	$609K	Buy	25,420 +300	+1%	+$7.7K	0.56%	22
2022 Q2	$645K	Sell	25,120 -1,004	-4%	-$26.3K	0.58%	21
2022 Q1	$720K	Sell	26,124 -468	-2%	-$13.5K	0.52%	22
2021 Q4	$809K	Hold	26,592	–	–	0.57%	23
2021 Q3	$797K	Hold	26,592	–	–	0.6%	21
2021 Q2	$809K	Hold	26,592	–	–	0.57%	23
2021 Q1	$789K	Sell	26,592 -22	-0.1%	-$653	0.58%	22
2020 Q4	$785K	Sell	26,614 -862	-3%	-$24.8K	0.63%	23
2020 Q3	$781K	Buy	27,476 +17,926	+188%	+$511K	0.71%	21
2020 Q2	$269K	Sell	9,550 -20,646	-68%	-$559K	0.34%	29
2020 Q1	$826K	Sell	30,196 -478	-2%	-$13.8K	1.07%	15
2019 Q4	$905K	Sell	30,674 -332	-1%	-$9.8K	0.98%	17
2019 Q3	$920K	Buy	31,006 +650	+2%	+$19.2K	1.04%	17
2019 Q2	$887K	Buy	30,356 +2	+0%	+$58	1%	21
2019 Q1	$872K	Sell	30,354 -62	-0.2%	-$1.74K	1.01%	23
2018 Q4	$853K	Buy	+30,416	New	+$846K	1.03%	22

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Reitz Capital Advisors's HYMB Position: Q3 2023 in Review

Reitz Capital Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 9,540 shares — an estimated $239K sold.

Reitz Capital Advisors first reported a position in HYMB in Q4 2018 and held it in 19 quarters. The position peaked at $920K in Q3 2019. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

Reitz Capital Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Reitz Capital Advisors sold 9,540 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $239K.
Reitz Capital Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2018 and held it in 19 quarters.
Reitz Capital Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $920K in Q3 2019.
282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on Reitz Capital Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.