SWRP
HYMB icon

Summit Wealth & Retirement Planning’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Summit Wealth & Retirement Planning’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
2022
Q4 		– Sell
-66,650
Closed -$1.6M – 115
2022
Q3 		$1.6M Sell
66,650
-1,550
-2% -$39.8K 0.64% 28
2022
Q2 		$1.75M Sell
68,200
-4,700
-6% -$123K 0.67% 31
2022
Q1 		$2.01M Buy
72,900
+478
+0.7% +$13.8K 0.71% 31
2021
Q4 		$2.18M Sell
72,422
-3,870
-5% -$116K 0.74% 28
2021
Q3 		$2.29M Sell
76,292
-7,366
-9% -$224K 0.84% 26
2021
Q2 		$2.54M Sell
83,658
-5,620
-6% -$169K 0.94% 25
2021
Q1 		$2.65M Buy
89,278
+9,710
+12% +$288K 0.98% 24
2020
Q4 		$2.35M Buy
79,568
+4,008
+5% +$115K 0.89% 26
2020
Q3 		$2.15M Buy
75,560
+1,162
+2% +$33.1K 0.92% 29
2020
Q2 		$2.1M Sell
74,398
-1,636
-2% -$44.3K 0.98% 27
2020
Q1 		$2.08M Buy
76,034
+4,952
+7% +$143K 1.11% 22
2019
Q4 		$2.1M Buy
71,082
+28,988
+69% +$855K 0.93% 26
2019
Q3 		$1.25M Buy
42,094
+702
+2% +$20.7K 0.76% 34
2019
Q2 		$1.21M Sell
41,392
-6,104
-13% -$176K 0.71% 33
2019
Q1 		$1.36M Buy
47,496
+5,296
+13% +$149K 0.81% 30
2018
Q4 		$1.18M Buy
+42,200
New +$1.17M 0.9% 28

Other funds holding HYMB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Wealth & Retirement Planning's HYMB Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2022, closing a stake of 66,650 shares — an estimated $1.6M sold.

Summit Wealth & Retirement Planning first reported a position in HYMB in Q4 2018 and held it in 16 quarters. The position peaked at $2.65M in Q1 2021. 273 funds tracked by Wall St. Rank hold HYMB as of Q4 2022.

  • Summit Wealth & Retirement Planning reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 66,650 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2022, an estimated $1.6M.
  • Summit Wealth & Retirement Planning first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2018 and held it in 16 quarters.
  • Summit Wealth & Retirement Planning's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.65M in Q1 2021.
  • 273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.