Stratos Wealth Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Stratos Wealth Advisors’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 Q1	–	Sell	-20,086	Closed	-$514K	–	701
2024 Q4	$514K	Sell	20,086 -262	-1%	-$6.79K	0.02%	465
2024 Q3	$535K	Sell	20,348 -27	-0.1%	-$701	0.02%	487
2024 Q2	$518K	Sell	20,375 -19	-0.1%	-$483	0.03%	463
2024 Q1	$524K	Sell	20,394 -49	-0.2%	-$1.24K	0.03%	448
2023 Q4	$517K	Buy	+20,443	New	+$494K	0.03%	457
2021 Q4	–	Sell	-6,894	Closed	-$207K	–	556
2021 Q3	$207K	Sell	6,894 -5,436	-44%	-$165K	0.02%	488
2021 Q2	$375K	Buy	+12,330	New	+$370K	0.03%	405
2020 Q2	–	Sell	-204	Closed	-$6K	–	304
2020 Q1	$6K	Buy	+204	New	+$5.9K	﹤0.01%	255

Other funds holding HYMB

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

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 $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

OPAM

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

APP

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

Stratos Wealth Advisors's HYMB Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 20,086 shares — an estimated $514K sold.

Stratos Wealth Advisors first reported a position in HYMB in Q1 2020 and held it in 8 quarters. The position peaked at $535K in Q3 2024. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

Stratos Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 20,086 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $514K.
Stratos Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2020 and held it in 8 quarters.
Stratos Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $535K in Q3 2024.
387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.