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

Xcel Wealth Management’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 Q1	$446K	Hold	18,000	–	–	0.12%	107
2025 Q4	$449K	Hold	18,000	–	–	0.11%	107
2025 Q3	$449K	Hold	18,000	–	–	0.12%	101
2025 Q2	$446K	Hold	18,000	–	–	0.13%	96
2025 Q1	$454K	Hold	18,000	–	–	0.14%	97
2024 Q4	$460K	Hold	18,000	–	–	0.13%	91
2024 Q3	$473K	Hold	18,000	–	–	0.14%	85
2024 Q2	$458K	Hold	18,000	–	–	0.14%	84
2024 Q1	$462K	Buy	+18,000	New	+$457K	0.14%	84

Other funds holding HYMB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

APP

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Xcel Wealth Management's HYMB Position: Q1 2026 in Review

Xcel Wealth Management held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q1 2026 at 18,000 shares worth $446K. The position accounts for 0.12% of the portfolio, ranked #107.

Xcel Wealth Management first reported a position in HYMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $473K in Q3 2024. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Xcel Wealth Management held 18,000 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $446K as of Q1 2026.
Xcel Wealth Management left its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF share count unchanged in Q1 2026.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.12% of Xcel Wealth Management's portfolio in Q1 2026, its #107 holding.
Xcel Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
Xcel Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $473K in Q3 2024.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.