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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
Q2 		$504K Buy
19,828
+521
+3% +$13.1K 0.02% 646
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 – 1510
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

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Sowell Financial Services's HYMB Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 2.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 19,828 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #646.

Sowell Financial Services first reported a position in HYMB in Q1 2019 and has held it in 18 quarters since. 422 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • Sowell Financial Services held 19,828 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $504K as of Q2 2026.
  • Sowell Financial Services bought 521 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $13.1K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #646 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2019 and has held it in 18 quarters since.
  • 422 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.