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Sterling Financial Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Sterling Financial Group’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
2023
Q2 		– Sell
-6,761
Closed -$331K – 65
2023
Q1 		$331K Sell
6,761
-6,761
-50% -$169K 0.25% 36
2022
Q4 		$331K Buy
+13,522
New +$329K 0.25% 36

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Financial Group's HYMB Position: Q2 2023 in Review

Sterling Financial Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2023, closing a stake of 6,761 shares — an estimated $331K sold.

Sterling Financial Group first reported a position in HYMB in Q4 2022 and held it in 2 quarters. The position peaked at $331K in Q1 2023. 277 funds tracked by Wall St. Rank hold HYMB as of Q2 2023.

  • Sterling Financial Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Sterling Financial Group sold 6,761 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2023, an estimated $331K.
  • Sterling Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • Sterling Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $331K in Q1 2023.
  • 277 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2023.

Based on Sterling Financial Group's 13F filing for Q2 2023, filed 7 Sep 2023.