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Summit Wealth Group (Colorado)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-388,191
Closed -$20.2M – 427
2025
Q3 		$20.2M Buy
+388,191
New +$9.5M 2.14% 9

Other funds holding HYMB

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Summit Wealth Group (Colorado)'s HYMB Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2025, closing a stake of 388,191 shares — an estimated $20.2M sold.

Summit Wealth Group (Colorado) first reported a position in HYMB in Q3 2025 and held it in 1 quarter. The position peaked at $20.2M in Q3 2025. 414 funds tracked by Wall St. Rank hold HYMB as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 388,191 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2025, an estimated $20.2M.
  • Summit Wealth Group (Colorado) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $20.2M in Q3 2025.
  • 414 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.