Warther Private Wealth’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Warther Private Wealth’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 Q1	–	Sell	-16,302	Closed	-$417K	–	75
2024 Q4	$417K	Hold	16,302	–	–	0.14%	48
2024 Q3	$428K	Hold	16,302	–	–	0.15%	53
2024 Q2	$415K	Buy	+16,302	New	+$414K	0.16%	52

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Warther Private Wealth's HYMB Position: Q1 2025 in Review

Warther Private Wealth sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 16,302 shares — an estimated $417K sold.

Warther Private Wealth first reported a position in HYMB in Q2 2024 and held it in 3 quarters. The position peaked at $428K in Q3 2024. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

Warther Private Wealth reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Warther Private Wealth sold 16,302 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $417K.
Warther Private Wealth first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2024 and held it in 3 quarters.
Warther Private Wealth's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $428K in Q3 2024.
387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2025.

Based on Warther Private Wealth's 13F filing for Q1 2025, filed 17 Apr 2025.