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SFS
Sowell Financial Services’s
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
Stock Holding History
Sowell Financial Services’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
Q1
$479K
Buy
19,307
+54
+0.3%
+$1.35K
0.02%
647
2025
Q4
$480K
Buy
19,253
+6,443
+50%
+$161K
0.02%
660
2025
Q3
$319K
Sell
12,810
-938
-7%
-$22.9K
0.01%
789
2025
Q2
$341K
Sell
13,748
-151
-1%
-$3.72K
0.01%
733
2025
Q1
$351K
Buy
13,899
+1,290
+10%
+$33.1K
0.02%
701
2024
Q4
$323K
Buy
12,609
+275
+2%
+$7.13K
0.02%
461
2024
Q3
$324K
Buy
12,334
+1,971
+19%
+$51.1K
0.02%
492
2024
Q2
$264K
Buy
10,363
+117
+1%
+$2.97K
0.01%
497
2024
Q1
$263K
Buy
+10,246
New
+$260K
0.01%
521
2021
Q2
–
Sell
-1,224
Closed
-$37K
–
1511
2021
Q1
$37K
Buy
1,224
+734
+150%
+$21.8K
﹤0.01%
1783
2020
Q4
$14K
Sell
490
-3,550
-88%
-$102K
﹤0.01%
1885
2020
Q3
$115K
Sell
4,040
-7,464
-65%
-$213K
0.01%
928
2020
Q2
$324K
Buy
11,504
+6,984
+155%
+$189K
0.02%
571
2020
Q1
$124K
Sell
4,520
-4,592
-50%
-$133K
0.01%
781
2019
Q4
$269K
Sell
9,112
-2,746
-23%
-$81K
0.02%
619
2019
Q3
$352K
Buy
+11,858
New
+$349K
0.03%
494
2019
Q1
$473K
Buy
+16,466
New
+$463K
0.05%
343
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1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
APP
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$3.64B AUM
14.73%
1-Year Est. Return
CCWA
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Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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