
SPDR Nuveen Bloomberg High Yield Municipal Bond is an exchange-traded fund on ARCA. As of Q3 2025, 383 institutional investors hold shares in this ETF, with total holdings valued at $2.0B. SEI INVESTMENTS CO is the largest holder with a position valued at $179.4M.
Overview of institutional ownership in HYMB as of Q3 2025
Institutions with the largest positions in HYMB as of Q3 2025
| Institution | Position Value |
|---|---|
S SEI INVESTMENTS CO Institution | $179.4M 0.19% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $153.0M 0.05% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $138.9M 0.03% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $130.2M 0.02% of portfolio |
FMR LLC Institution | $124.6M 0.01% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $114.6M 0.01% of portfolio |
L LPL Financial LLC Institution | $78.1M 0.02% of portfolio |
MORGAN STANLEY RIA/Wealth | $61.9M 0.00% of portfolio |
GRIMES & COMPANY, INC. RIA/Wealth | $55.0M 1.36% of portfolio |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | $54.9M 0.87% of portfolio |
Institutional buying and selling activity for HYMB in Q3 2025
| Institution | Net Bought |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | +$20.2M +388.2K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$16.1M +647.6K shares |
AMERIPRISE FINANCIAL INC Institution | +$14.5M +581.0K shares |
S SEI INVESTMENTS CO Institution | +$12.5M +499.9K shares |
WELLS FARGO & COMPANY/MN Institution | +$12.4M +497.9K shares |
Heartwood Wealth Advisors LLC RIA/Wealth | +$8.9M +359.0K shares |
Jordan Park Group LLC Family Office | +$7.2M +287.1K shares |
MORGAN STANLEY RIA/Wealth | +$6.4M +256.5K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$5.4M +216.8K shares |
Keystone Financial Group RIA/Wealth | +$5.3M +213.0K shares |
| Institution | Net Sold |
|---|---|
Wright Fund Managment, LLC Long Only Manager | −$51.5M −2.1M shares |
−$25.5M −1.0M shares | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$13.8M −552.4K shares |
HighTower Advisors, LLC RIA/Wealth | −$12.9M −516.5K shares |
FMR LLC Institution | −$11.3M −453.3K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | −$10.7M −429.9K shares |
Vishria Bird Financial Group, LLC RIA/Wealth | −$5.4M −219.2K shares |
Betterment LLC RIA/Wealth | −$4.9M −196.7K shares |
Keystone Global Partners, LLC RIA/Wealth | −$4.5M −182.1K shares |
BANK OF AMERICA CORP /DE/ Institution | −$4.3M −171.7K shares |
Institutions that initiated new positions or completely exited HYMB in Q3 2025
| Institution | Position Value |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $20.2M 388.2K shares |
Aprio Wealth Management, LLC RIA/Wealth | $2.1M 85.9K shares |
FIRST HORIZON NATIONAL CORP RIA/Wealth | $1.3M 51.7K shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $1.0M 41.9K shares |
Vestmark Advisory Solutions, Inc. Fund of Funds | $1.0M 41.9K shares |
A Apella Capital, LLC Institution | $1.0M 41.4K shares |
GWN SECURITIES INC. RIA/Wealth | $1.0M 40.7K shares |
Facet Wealth, Inc. RIA/Wealth | $725.1K 29.1K shares |
We Are One Seven, LLC RIA/Wealth | $546.4K 21.9K shares |
V Vise Technologies, Inc. Institution | $542.4K 21.8K shares |
| Institution | Previous Position |
|---|---|
Vishria Bird Financial Group, LLC RIA/Wealth | $5.4M 219.2K shares |
Keystone Global Partners, LLC RIA/Wealth | $4.5M 182.1K shares |
ABOUND FINANCIAL, LLC RIA/Wealth | $2.2M 88.8K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | $1.0M 42.2K shares |
A ATRIA INVESTMENTS LLC Institution | $888.6K 35.9K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $781.1K 31.5K shares |
R Rede Wealth, LLC RIA/Wealth | $727.9K 29.4K shares |
LLBH Private Wealth Management, LLC RIA/Wealth | $656.3K 26.5K shares |
Q Quadrature Capital Ltd Institution | $652.9K 26.3K shares |
W Williams & Novak, LLC Institution | $613.3K 24.8K shares |
Institutions with the largest Call and Put options positions in HYMB as of Q3 2025
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $344.0K 138.0 contracts |
Oribel Capital Management, LP Hedge Fund•Long/Short | - - contracts |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with HYMB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | 6.77% $20.2M |
Revolve Wealth Partners, LLC RIA/Wealth | 3.32% $27.6M |
Collaborative Wealth Managment Inc. RIA/Wealth | 3.28% $8.1M |
Erickson Financial Group, LLC RIA/Wealth | 2.49% $4.0M |
Orcam Financial Group RIA/Wealth | 2.30% $1.9M |
B Brady Martz Wealth Solutions, LLC RIA/Wealth | 1.86% $10.2M |
Parkside Investments, LLC RIA/Wealth | 1.85% $14.8M |
GRIMES & COMPANY, INC. RIA/Wealth | 1.36% $55.0M |
Prentice Wealth Management LLC RIA/Wealth | 1.33% $5.4M |
Cercano Management LLC Family Office | 1.33% $34.6M |
Discover hedge funds investing in HYMB


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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