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

Waverly 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	$2.24M	Sell	88,058 -1,747	-2%	-$43.9K	0.01%	668
2026 Q1	$2.23M	Sell	89,805 -13,766	-13%	-$345K	0.02%	625
2025 Q4	$2.58M	Buy	103,571 +92,568	+841%	+$2.32M	0.02%	534
2025 Q3	$274K	Buy	11,003 +2,895	+36%	+$70.8K	﹤0.01%	1076
2025 Q2	$201K	Sell	8,108 -17	-0.2%	-$419	﹤0.01%	1127
2025 Q1	$205K	Buy	8,125 +32	+0.4%	+$821	﹤0.01%	1045
2024 Q4	$207K	Buy	+8,093	New	+$210K	﹤0.01%	921

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

Waverly Advisors's HYMB Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 1.9% in Q2 2026, selling an estimated $43.9K and leaving 88,058 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #668.

Waverly Advisors first reported a position in HYMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q4 2025. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Waverly Advisors held 88,058 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $2.24M as of Q2 2026.
Waverly Advisors sold 1,747 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $43.9K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #668 holding.
Waverly Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Waverly Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.58M in Q4 2025.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.