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Smallwood Wealth Investment Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Smallwood Wealth Investment Management’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
2026
Q2 		$11.5K Hold
451
– – 0.01% 325
2026
Q1 		$11.2K Buy
+451
New +$11.3K 0.01% 320

Other funds holding HYMB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Smallwood Wealth Investment Management's HYMB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q2 2026 at 451 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #325.

Smallwood Wealth Investment Management first reported a position in HYMB in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • Smallwood Wealth Investment Management held 451 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $11.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #325 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.