Steele Capital Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Steele Capital 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
2025 Q2	–	Sell	-11,014	Closed	-$278K	–	81
2025 Q1	$278K	Sell	11,014 -1,393	-11%	-$35.7K	0.01%	77
2024 Q4	$317K	Hold	12,407	–	–	0.02%	76
2024 Q3	$326K	Buy	12,407 +2,000	+19%	+$51.9K	0.02%	73
2024 Q2	$265K	Hold	10,407	–	–	0.01%	149
2024 Q1	$267K	Hold	10,407	–	–	0.02%	144
2023 Q4	$263K	Buy	+10,407	New	+$251K	0.02%	138

Other funds holding HYMB

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Steele Capital Management's HYMB Position: Q2 2025 in Review

Steele Capital Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2025, closing a stake of 11,014 shares — an estimated $278K sold.

Steele Capital Management first reported a position in HYMB in Q4 2023 and held it in 6 quarters. The position peaked at $326K in Q3 2024. 391 funds tracked by Wall St. Rank hold HYMB as of Q2 2025.

Steele Capital Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Steele Capital Management sold 11,014 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2025, an estimated $278K.
Steele Capital Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
Steele Capital Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $326K in Q3 2024.
391 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2025.

Based on Steele Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.