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Spire Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Spire Wealth Management’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-475
Closed -$23.9K – 2413
2025
Q2 		$23.9K Hold
475
– – ﹤0.01% 1452
2025
Q1 		$24.3K Hold
475
– – ﹤0.01% 1543
2024
Q4 		$24.7K Buy
475
+195
+70% +$10.2K ﹤0.01% 1549
2024
Q3 		$14.9K Sell
280
-925
-77% -$48.5K ﹤0.01% 1527
2024
Q2 		$62.3K Sell
1,205
-86
-7% -$4.44K ﹤0.01% 1044
2024
Q1 		$67.5K Sell
1,291
-42
-3% -$2.17K ﹤0.01% 1117
2023
Q4 		$67.8K Sell
1,333
-480
-26% -$23.8K ﹤0.01% 1106
2023
Q3 		$88.9K Sell
1,813
-1,425
-44% -$72.1K ﹤0.01% 986
2023
Q2 		$166K Buy
3,238
+107
+3% +$5.48K 0.01% 781
2023
Q1 		$162K Buy
3,131
+1,817
+138% +$93.8K 0.01% 796
2022
Q4 		$66K Buy
1,314
+22
+2% +$1.11K ﹤0.01% 887
2022
Q3 		$65K Sell
1,292
-3,087
-70% -$165K ﹤0.01% 860
2022
Q2 		$236K Sell
4,379
-2,289
-34% -$125K 0.01% 703
2022
Q1 		$383K Sell
6,668
-3,596
-35% -$215K 0.01% 648
2021
Q4 		$641K Buy
10,264
+235
+2% +$14.6K 0.01% 609
2021
Q3 		$627K Buy
10,029
+328
+3% +$20.8K 0.02% 535
2021
Q2 		$617K Sell
9,701
-231
-2% -$14.5K 0.02% 553
2021
Q1 		$617K Buy
+9,932
New +$617K 0.02% 598

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spire Wealth Management's HYD Position: Q3 2025 in Review

Spire Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2025, closing a stake of 475 shares — an estimated $23.9K sold.

Spire Wealth Management first reported a position in HYD in Q1 2021 and held it in 18 quarters. The position peaked at $641K in Q4 2021. 335 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

  • Spire Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 475 VanEck High Yield Muni ETF shares in Q3 2025, an estimated $23.9K.
  • Spire Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's VanEck High Yield Muni ETF position peaked at $641K in Q4 2021.
  • 335 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.