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State Street Blackstone High Income ETF (HYBL) Institutional Ownership

State Street Blackstone High Income ETF logo
$28.02 +0.03 (+0.11%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for State Street Blackstone High Income ETF (BATS:HYBL)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$93.64M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$28.22M
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HYBL Institutional Buying and Selling by Quarter

State Street Blackstone High Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2026 Clearstead Trust LLC1,373$38K0.0%N/A0.010%
7/9/2026 Tactive Advisors LLC9,766$273K0.1%+35.8%0.070%
7/8/2026 Midwest Financial Network LLC51,126$1.43M1.0%+275.1%0.364%
6/3/2026 NewEdge Advisors LLC27,223$758K0.0%+1.9%0.194%
5/27/2026 Allen Capital Group LLC11,257$313K0.0%+54.1%0.080%
5/19/2026Western Wealth Management LLC1,177$33K0.0%N/A0.008%
5/19/2026 NewEdge Advisors LLC10,000$278K0.0%-62.6%0.071%
5/19/2026Bank of America Corp DE666,803$18.56M0.0%+19.4%4.746%
5/18/2026Royal Bank of Canada187,902$5.23M0.0%-1.8%1.337%
5/15/2026 Gateway Wealth Partners LLC18,860$525K0.0%+115.5%0.134%
5/15/2026Wealth Watch Advisors INC62,508$1.74M0.7%+90.0%0.445%
5/15/2026Waverly Advisors LLC2,361$66K0.0%N/A0.017%
5/13/2026 NewEdge Wealth LLC46,648$1.30M0.0%N/A0.332%
5/7/2026 Hanover Advisors Inc.20,234$563K0.2%-6.0%0.144%
5/7/2026 Decker Wealth Management LLC419,463$11.68M2.6%N/A2.986%
5/6/2026 SK Wealth Management LLC140,337$3.90M1.1%+3.1%0.999%
5/5/2026 Collaborative Wealth Managment Inc.27,195$757K0.3%-75.4%0.194%
5/5/2026NFSG Corp15,247$424K0.1%+1,966.0%0.109%
5/5/2026 Nwam LLC7,548$210K0.0%N/A0.054%
5/1/2026 Fifth Third Bancorp14,998$418K0.0%N/A0.107%
4/29/2026 Advance Capital Management Inc.372,995$10.38M0.4%+9.7%2.655%
4/29/2026 ORBA Wealth Advisors L.L.C.54,701$1.52M1.8%-25.9%0.389%
4/27/2026World Investment Advisors15,626$435K0.0%-58.2%0.111%
4/27/2026 Private Advisor Group LLC36,803$1.03M0.0%+46.9%0.262%
4/27/2026 Sound Income Strategies LLC1,650$46K0.0%+371.4%0.012%
4/20/2026 Auour Investments LLC105,845$2.95M0.9%+37.0%0.753%
4/16/2026 Tactive Advisors LLC7,193$200K0.1%N/A0.051%
4/16/2026 Sheets Smith Wealth Management30,684$854K0.1%+5.1%0.218%
4/16/2026 Triad Wealth Partners LLC19,937$555K0.0%N/A0.142%
3/17/2026 Rockefeller Capital Management L.P.233,006$6.63M0.0%+4.0%1.658%
3/13/2026World Investment Advisors37,405$1.06M0.0%-63.0%0.266%
2/25/2026 Tempo Wealth LLC15,712$447K0.1%N/A0.112%
2/18/2026 NewEdge Advisors LLC26,706$760K0.0%+21.0%0.190%
2/18/2026 VestGen Advisors LLC7,757$221K0.0%-49.9%0.055%
2/18/2026OLD Mission Capital LLC26,610$757K0.0%+206.8%0.189%
2/18/2026IHT Wealth Management LLC9,469$269K0.0%+22.1%0.067%
2/18/2026Gotham Asset Management LLC34,192$972K0.0%+168.0%0.243%
2/17/2026Equitable Holdings Inc.189,711$5.40M0.0%+7.2%1.350%
2/17/2026Wealth Watch Advisors INC32,907$936K0.3%+354.4%0.234%
2/17/2026Osaic Holdings Inc.168,029$4.78M0.0%-44.4%1.196%
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2/17/2026 Advisory Services Network LLC7,908$225K0.0%-79.2%0.056%
2/17/2026Royal Bank of Canada191,401$5.44M0.0%-2.6%1.362%
2/16/2026 Mariner LLC116,337$3.31M0.0%-4.2%0.828%
2/13/2026 Inspire Advisors LLC158,169$4.50M0.4%-11.1%1.126%
2/13/2026 Stifel Financial Corp37,647$1.07M0.0%-1.6%0.268%
2/13/2026Wells Fargo & Company MN509,088$14.48M0.0%+33.8%3.623%
2/12/2026Jane Street Group LLC65,891$1.87M0.0%-52.3%0.469%
2/11/2026 Gateway Wealth Partners LLC8,752$249K0.0%+6.9%0.062%
2/11/2026 Janney Montgomery Scott LLC24,980$710K0.0%+2.0%0.178%
2/11/2026 Eldridge Investment Advisors Inc.66,392$1.89M0.4%-42.7%0.473%
2/11/2026 LPL Financial LLC792,466$22.54M0.0%-0.4%5.640%
2/11/2026 OneAscent Wealth Management LLC160,175$4.56M1.5%+5.1%1.140%
2/11/2026 OneAscent Financial Services LLC241,243$6.86M0.6%+145.6%1.717%
2/11/2026 OneAscent Family Office LLC52,448$1.49M1.0%+60.1%0.373%
2/9/2026 Collaborative Wealth Managment Inc.110,511$3.14M1.1%+18.5%0.787%
2/9/2026 Clearstead Trust LLC1,373$39K0.0%-57.3%0.010%
2/6/2026Authentikos Wealth Advisory LLC14,964$426K0.3%+12.4%0.107%
2/6/2026Redmont Wealth Advisors LLC8,850$252K0.4%+4.6%0.063%
2/5/2026 ORBA Wealth Advisors L.L.C.73,778$2.10M1.8%+15.3%0.525%
2/4/2026World Investment Advisors37,405$1.06M0.0%-63.0%0.266%
2/3/2026 Luken Investment Analytics LLC577,598$16.43M6.5%+3.8%4.111%
2/2/2026 Truist Financial Corp14,058$400K0.0%+34.7%0.100%
1/30/2026 SK Wealth Management LLC136,142$3.88M1.1%-21.9%0.969%
1/29/2026Comerica Bank13,062$371K0.0%-9.9%0.093%
1/29/2026 Concord Asset Management LLC VA1,076,804$30.62M5.3%+3.6%7.664%
1/29/2026 Concord Wealth Partners1,140,550$32.44M4.2%+4.1%8.118%
1/29/2026 UBS Group AG997,998$28.38M0.0%+5.5%7.103%
1/27/2026 ZEGA Investments LLC1,685,210$47.93M5.6%+31.7%11.994%
1/26/2026CWM LLC115,217$3.28M0.0%-9.7%0.820%
1/23/2026 Farther Finance Advisors LLC1,215$35K0.0%N/A0.009%
1/23/2026 Hedeker Wealth LLC210,468$5.99M1.3%-13.0%1.498%
1/22/2026 Glass Jacobson Investment Advisors llc9,169$261K0.1%N/A0.065%
1/21/2026 Woodmont Investment Counsel LLC15,556$442K0.0%+99.5%0.111%
1/20/2026 Savvy Advisors Inc.21,438$610K0.0%N/A0.153%
1/20/2026 Sheets Smith Wealth Management29,207$831K0.1%+2.2%0.208%
1/15/2026 Saxony Capital Management LLC31,107$885K0.5%N/A0.221%
1/14/2026 Pallas Capital Advisors LLC467,436$13.29M0.4%+9.8%3.327%
1/13/2026 Sharkey Howes & Javer130,338$3.71M0.5%-38.1%0.928%
1/12/2026 Thompson Davis & CO. Inc.44,027$1.25M0.7%+3.7%0.313%
1/12/2026 Auour Investments LLC77,250$2.20M0.7%+12.7%0.550%
1/9/2026 Marshall Financial Group LLC16,040$456K0.1%+30.7%0.114%
1/6/2026 Advance Capital Management Inc.339,894$9.67M0.4%-32.4%2.419%
1/5/2026 Park Avenue Securities LLC20,963$596K0.0%-52.7%0.149%
11/17/2025 NewEdge Advisors LLC22,062$632K0.0%+16.4%0.157%
11/17/2025 Northwestern Mutual Wealth Management Co.4,162$119K0.0%N/A0.030%
11/17/2025 Mariner LLC121,450$3.48M0.0%+13.4%0.864%
11/17/2025 Moors & Cabot Inc.18,696$536K0.0%+67.4%0.133%
11/17/2025Bank of America Corp DE388,673$11.14M0.0%+29.9%2.766%
11/14/2025 Creative Planning47,156$1.35M0.0%-2.7%0.336%
11/14/2025Raymond James Financial Inc.948,938$27.19M0.0%+2.1%6.754%
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11/14/2025 Virtu Financial LLC29,401$842K0.0%N/A0.209%
11/14/2025Equitable Holdings Inc.176,923$5.07M0.0%+22.2%1.259%
11/14/2025Comerica Bank14,500$415K0.0%+38.1%0.103%
11/13/2025 UBS Group AG946,246$27.11M0.0%+3.1%6.735%
11/13/2025 Private Advisor Group LLC10,536$302K0.0%N/A0.075%
11/12/2025Orion Porfolio Solutions LLC107,582$3.08M0.0%+3.8%0.766%
11/12/2025Insigneo Advisory Services LLC7,307$209K0.0%-6.0%0.052%
11/10/2025 Clearstead Trust LLC3,218$92K0.0%-51.7%0.023%
11/7/2025 Collaborative Wealth Managment Inc.93,237$2.67M1.1%+12.4%0.664%
11/7/2025 L & S Advisors Inc19,381$555K0.1%-3.1%0.138%


HYBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 114 institutional investors and hedge funds held shares of State Street Blackstone High Income ETF. The most heavily invested institutionals were ZEGA Investments LLC ($47.93M), Concord Wealth Partners ($32.44M), Concord Asset Management LLC VA ($30.62M), UBS Group AG ($28.38M), Raymond James Financial Inc. ($27.19M), LPL Financial LLC ($22.54M), and Bank of America Corp DE ($18.56M).Learn more on State Street Blackstone High Income ETF's institutional investors.

Of the 107 institutional investors that purchased State Street Blackstone High Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ZEGA Investments LLC ($1.69M), Raymond James Financial Inc. ($1.62M), Concord Asset Management LLC VA ($1.08M), Concord Wealth Partners ($932.51K), Advance Capital Management Inc. ($536.00K), Pallas Capital Advisors LLC ($467.44K), and Rathbones Group PLC ($436K).

Institutional investors have bought a total of 3,299,935 shares in the last 24 months. This purchase volume represents approximately $93.64M in transactions.

Of the 35 institutional investors that sold State Street Blackstone High Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advance Capital Management Inc. ($163.00K), World Investment Advisors ($148.89K), Osaic Holdings Inc. ($134.19K), Collaborative Wealth Managment Inc. ($83.32K), Sharkey Howes & Javer ($80.06K), Jane Street Group LLC ($72.25K), and Eldridge Investment Advisors Inc. ($49.50K).

Institutional investors have sold a total of 995,061 shares in the last 24 months. This volume of shares sold represents approximately $28.22M in transactions.



Institutional ownership data for BATS:HYBL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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