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SWM
Spire Wealth Management’s
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
Stock Holding History
Spire Wealth 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
Q1
$33.9K
Buy
1,366
+1,197
+708%
+$30K
﹤0.01%
1280
2025
Q4
$4.21K
Sell
169
-320
-65%
-$8.02K
﹤0.01%
1953
2025
Q3
$12.2K
Buy
489
+166
+51%
+$4.06K
﹤0.01%
1677
2025
Q2
$7.99K
Sell
323
-994
-75%
-$24.5K
﹤0.01%
1797
2025
Q1
$33.2K
Hold
1,317
–
–
﹤0.01%
1432
2024
Q4
$33.7K
Buy
1,317
+975
+285%
+$25.3K
﹤0.01%
1437
2024
Q3
$9K
Sell
342
-3
-0.9%
-$78
﹤0.01%
1662
2024
Q2
$8.78K
Hold
345
–
–
﹤0.01%
1671
2024
Q1
$8.86K
Sell
345
-198
-36%
-$5.03K
﹤0.01%
1751
2023
Q4
$13.6K
Buy
543
+196
+56%
+$4.74K
﹤0.01%
1656
2023
Q3
$8.28K
Hold
347
–
–
﹤0.01%
1783
2023
Q2
$8.69K
Sell
347
-38
-10%
-$945
﹤0.01%
1855
2023
Q1
$9.65K
Buy
385
+57
+17%
+$1.43K
﹤0.01%
1861
2022
Q4
$8K
Sell
328
-356
-52%
-$8.67K
﹤0.01%
1692
2022
Q3
$16K
Sell
684
-13,848
-95%
-$356K
﹤0.01%
1409
2022
Q2
$373K
Sell
14,532
-7,976
-35%
-$209K
0.02%
563
2022
Q1
$621K
Buy
22,508
+21,830
+3,220%
+$629K
0.02%
512
2021
Q4
$20K
Sell
678
-254
-27%
-$7.59K
﹤0.01%
2115
2021
Q3
$28K
Sell
932
-31,018
-97%
-$942K
﹤0.01%
1714
2021
Q2
$972K
Sell
31,950
-150
-0.5%
-$4.51K
0.03%
433
2021
Q1
$952K
Buy
+32,100
New
+$953K
0.03%
456
Other funds holding HYMB
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
APP
Avantax Planning Partners
Dubuque, Iowa
$3.64B AUM
14.73%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
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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