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 Q2	$462K	Sell	18,152 -1,865	-9%	-$46.9K	0.01%	1125
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 $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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: Q2 2026 in Review

Summit Financial reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 9.3% in Q2 2026, selling an estimated $46.9K and leaving 18,152 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #1125.

Summit Financial first reported a position in HYMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $496K in Q1 2026. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Summit Financial held 18,152 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $462K as of Q2 2026.
Summit Financial sold 1,865 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $46.9K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1125 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 6 quarters since.
Summit Financial's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $496K in Q1 2026.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.