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Advus Financial Partners, LLC’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Advus Financial Partners, LLC’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
2023
Q1 		– Sell
-13,266
Closed -$325K – 152
2022
Q4 		$325K Sell
13,266
-7,268
-35% -$177K 0.14% 97
2022
Q3 		$492K Buy
20,534
+4,454
+28% +$114K 0.26% 58
2022
Q2 		$413K Buy
+16,080
New +$421K 0.22% 69

Other funds holding HYMB

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Advus Financial Partners, LLC's HYMB Position: Q1 2023 in Review

Advus Financial Partners, LLC sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2023, closing a stake of 13,266 shares — an estimated $325K sold.

Advus Financial Partners, LLC first reported a position in HYMB in Q2 2022 and held it in 3 quarters. The position peaked at $492K in Q3 2022. 275 funds tracked by Wall St. Rank hold HYMB as of Q1 2023.

  • Advus Financial Partners, LLC reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 13,266 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2023, an estimated $325K.
  • Advus Financial Partners, LLC first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2022 and held it in 3 quarters.
  • Advus Financial Partners, LLC's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $492K in Q3 2022.
  • 275 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2023.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2023, filed 25 Aug 2026.