UCFA
HYMB icon

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

United Capital Financial 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
2026
Q2 		$7.29M Sell
287,712
-577,895
-67% -$14.5M 0.04% 300
2026
Q1 		$21.5M Sell
865,607
-105,979
-11% -$2.66M 0.13% 138
2025
Q4 		$24.2M Sell
971,586
-111,159
-10% -$2.79M 0.15% 125
2025
Q3 		$27M Sell
1,082,745
-57,610
-5% -$1.41M 0.19% 100
2025
Q2 		$28.3M Sell
1,140,355
-147,330
-11% -$3.63M 0.23% 92
2025
Q1 		$32.5M Sell
1,287,685
-23,692
-2% -$608K 0.28% 79
2024
Q4 		$33.5M Sell
1,311,377
-19,318
-1% -$501K 0.28% 79
2024
Q3 		$35M Sell
1,330,695
-4,115
-0.3% -$107K 0.29% 75
2024
Q2 		$34M Buy
1,334,810
+15,503
+1% +$394K 0.29% 70
2024
Q1 		$33.9M Buy
1,319,307
+7,226
+0.6% +$183K 0.28% 79
2023
Q4 		$33.2M Sell
1,312,081
-996,627
-43% -$24.1M 0.28% 80
2023
Q3 		$55M Sell
2,308,708
-253,428
-10% -$6.26M 0.36% 59
2023
Q2 		$64.1M Buy
2,562,136
+120,911
+5% +$3.01M 0.35% 57
2023
Q1 		$61.1M Buy
2,441,225
+368,307
+18% +$9.21M 0.34% 58
2022
Q4 		$50.8M Buy
2,072,918
+83,094
+4% +$2.02M 0.28% 75
2022
Q3 		$47.7M Buy
1,989,824
+401,714
+25% +$10.3M 0.28% 74
2022
Q2 		$40.8M Buy
1,588,110
+262,596
+20% +$6.87M 0.22% 90
2022
Q1 		$36.6M Buy
1,325,514
+218,964
+20% +$6.3M 0.18% 121
2021
Q4 		$33.2M Buy
1,106,550
+152,390
+16% +$4.56M 0.15% 138
2021
Q3 		$28.6M Buy
954,160
+143,820
+18% +$4.37M 0.14% 148
2021
Q2 		$24.6M Buy
810,340
+166,922
+26% +$5.01M 0.12% 171
2021
Q1 		$19.1M Buy
643,418
+131,120
+26% +$3.89M 0.11% 189
2020
Q4 		$15.1M Buy
512,298
+133,408
+35% +$3.84M 0.09% 208
2020
Q3 		$10.8M Buy
378,890
+367,586
+3,252% +$10.5M 0.07% 238
2020
Q2 		$319K Buy
11,304
+2,724
+32% +$73.8K ﹤0.01% 986
2020
Q1 		$235K Sell
8,580
-3,304
-28% -$95.5K ﹤0.01% 1029
2019
Q4 		$351K Sell
11,884
-8,442
-42% -$249K ﹤0.01% 1085
2019
Q3 		$603K Buy
20,326
+4,692
+30% +$138K ﹤0.01% 895
2019
Q2 		$457K Buy
15,634
+5,524
+55% +$160K ﹤0.01% 1076
2019
Q1 		$290K Sell
10,110
-1,018
-9% -$28.6K ﹤0.01% 1135
2018
Q4 		$312K Buy
11,128
+2,104
+23% +$58.5K ﹤0.01% 1048
2018
Q3 		$254K Buy
9,024
+82
+0.9% +$2.32K ﹤0.01% 1173
2018
Q2 		$253K Sell
8,942
-66
-0.7% -$1.85K ﹤0.01% 1159
2018
Q1 		$251K Buy
9,008
+66
+0.7% +$1.83K ﹤0.01% 1153
2017
Q4 		$249K Sell
8,942
-1,332
-13% -$37.1K ﹤0.01% 1176
2017
Q3 		$293K Hold
10,274
– – ﹤0.01% 1120
2017
Q2 		$292K Sell
10,274
-32
-0.3% -$912 ﹤0.01% 1082
2017
Q1 		$292K Hold
10,306
– – ﹤0.01% 1051
2016
Q4 		$288K Buy
10,306
+2,676
+35% +$76.2K ﹤0.01% 1067
2016
Q3 		$226K Sell
7,630
-92
-1% -$2.74K ﹤0.01% 1155
2016
Q2 		$232K Hold
7,722
– – ﹤0.01% 1126
2016
Q1 		$223K Buy
+7,722
New +$221K ﹤0.01% 1094

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

United Capital Financial Advisors's HYMB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 67% in Q2 2026, selling an estimated $14.5M and leaving 287,712 shares worth $7.29M. The position accounts for 0.04% of the portfolio, ranked #300.

United Capital Financial Advisors first reported a position in HYMB in Q1 2016 and has held it in 42 quarters since. The position peaked at $64.1M in Q2 2023. 422 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • United Capital Financial Advisors held 287,712 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $7.29M as of Q2 2026.
  • United Capital Financial Advisors sold 577,895 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $14.5M.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #300 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2016 and has held it in 42 quarters since.
  • United Capital Financial Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $64.1M in Q2 2023.
  • 422 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.