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

Spire Wealth Management’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,110	Closed	-$25.1K	–	2471
2025 Q2	$25.1K	Hold	1,110	–	–	﹤0.01%	1429
2025 Q1	$25K	Hold	1,110	–	–	﹤0.01%	1530
2024 Q4	$25K	Buy	+1,110	New	+$25.2K	﹤0.01%	1545
2023 Q3	–	Sell	-2,020	Closed	-$45K	–	2458
2023 Q2	$45K	Buy	2,020 +670	+50%	+$14.9K	﹤0.01%	1239
2023 Q1	$30.1K	Buy	+1,350	New	+$30.2K	﹤0.01%	1431
2022 Q1	–	Sell	-4,433	Closed	-$112K	–	2832
2021 Q4	$112K	Hold	4,433	–	–	﹤0.01%	1361
2021 Q3	$111K	Hold	4,433	–	–	﹤0.01%	1161
2021 Q2	$113K	Hold	4,433	–	–	﹤0.01%	1150
2021 Q1	$111K	Buy	+4,433	New	+$111K	﹤0.01%	1359

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Spire Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2025, closing a stake of 1,110 shares — an estimated $25.1K sold.

Spire Wealth Management first reported a position in SHYD in Q1 2021 and held it in 9 quarters. The position peaked at $113K in Q2 2021. 132 funds tracked by Wall St. Rank hold SHYD as of Q3 2025.

Spire Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 1,110 VanEck Short High Yield Muni ETF shares in Q3 2025, an estimated $25.1K.
Spire Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's VanEck Short High Yield Muni ETF position peaked at $113K in Q2 2021.
132 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2025.

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