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

Summit Financial’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	$496K	Buy	20,017 +6,187	+45%	+$155K	0.01%	1000
2025 Q4	$345K	Buy	13,830 +83	+0.6%	+$2.08K	0.01%	1021
2025 Q3	$343K	Buy	13,747 +1,132	+9%	+$27.7K	0.01%	1020
2025 Q2	$313K	Buy	+12,615	New	+$311K	0.01%	673
2025 Q1	–	Sell	-7,869	Closed	-$201K	–	725
2024 Q4	$201K	Buy	+7,869	New	+$204K	0.01%	622

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 $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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Summit Financial's HYMB Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 45% in Q1 2026, buying an estimated $155K and bringing the position to 20,017 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #1000.

Summit Financial first reported a position in HYMB in Q4 2024 and has held it in 5 quarters since. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Summit Financial held 20,017 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $496K as of Q1 2026.
Summit Financial bought 6,187 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $155K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1000 holding.
Summit Financial first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2024 and has held it in 5 quarters since.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.