SS Blackstone High Inc. ETFHYBLETF
13F holders, Q4 2024 (December 31)71holders +10
20new positions
9sold out
1famous investor
$28.37avg. 13F price*
At the end of Q4 2024, 71 institutions reported holding SS Blackstone High Inc. ETF (HYBL) in their 13F filings, up 10 from Q3 2024. 20 opened new positions and 9 sold out. The largest holders were Raymond James Financial Inc. ($18.9M), UBS Group AG ($16.2M) and Concord Wealth Partners ($15.4M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Blackstone High Inc. ETF
- Filed as
- SSGA ACTIVE TR (Q4 2024)
- CUSIP
- 78470P846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $52.9M |
| Exits | 9 | $11.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,542,623 shares bought and 462,477 shares sold, net +2,080,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Raymond James Financial Inc. | 0.01% | — | 667,798 | $18.9M |
| UBS Group AG | 0.00% | Add +8.2% | 572,463 | $16.2M |
| Concord Wealth Partners | 2.52% | New | 542,448 | $15.4M |
| Concord Asset Management, LLC | 3.34% | New | 535,170 | $15.2M |
| Luken Investment Analytics, LLC | 6.20% | Reduce -2.6% | 472,080 | $13.4M |
| LPL Financial LLC | 0.00% | Add +95.8% | 337,343 | $9.6M |
| ZEGA Investments, LLC | 2.76% | — | 325,881 | $9.3M |
| Rathbones Group PLC | 0.04% | New | 305,000 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.4% | 294,758 | $8.4M |
| Hedeker Wealth, LLC | 1.46% | Reduce -1.6% | 206,241 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +1142.2% | 138,066 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +4.7% | 131,992 | $3.7M |
| Horizon Investments, LLC | 0.10% | Add +0.6% | 121,889 | $3.4M |
| Bank of America Corp. | 0.00% | Add +281.1% | 110,634 | $3.1M |
| Mariner, LLC | 0.01% | New | 110,624 | $3.1M |
| CW Advisors, LLC | 0.04% | Add +981.1% | 100,446 | $2.8M |
| ORBA Wealth Advisors, L.L.C. | 1.42% | Add +4.8% | 95,474 | $2.7M |
| Sharkey, Howes & Javer | 0.37% | Add +73.9% | 93,278 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +8.6% | 91,614 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +8.6% | 91,614 | $2.6M |
| Ocean Park Asset Management, LLC | 0.09% | New | 89,800 | $2.5M |
| SK Wealth Management, LLC | 1.19% | Add +22.1% | 82,105 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.3% | 81,724 | $2.3M |
| Auour Investments LLC | 0.77% | Reduce -0.8% | 76,609 | $2.2M |
| Harbor Advisory Corp. | 0.71% | Reduce -8.2% | 76,082 | $2.2M |
| Cwm, LLC | 0.01% | Add +4.3% | 69,200 | $2.0M |
| Collaborative Wealth Managment Inc. | 0.84% | Add +43.4% | 65,203 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +13.1% | 55,741 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.9% | 52,886 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.11% | New | 52,000 | $1.5M |
| Wells Fargo & Company | 0.00% | New | 49,426 | $1.4M |
| Hanover Advisors Inc. | 0.57% | Add +20.9% | 47,947 | $1.4M |
| Park Avenue Securities LLC | 0.01% | New | 47,479 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.4% | 38,177 | $1.1M |
| Thompson Davis & Co., Inc. | 0.68% | Add +3.1% | 37,403 | $1.1M |
| Creative Planning | 0.00% | New | 36,406 | $1.0M |
| Sheets Smith Wealth Management | 0.11% | Add +1.6% | 33,113 | $939K |
| World Investment Advisors | 0.02% | Add +1.9% | 31,994 | $908K |
| Coppell Advisory Solutions LLC | 0.12% | Add +58.0% | 30,852 | $875K |
| Old Mission Capital LLC | 0.02% | New | 27,418 | $778K |
| L & S Advisors Inc | 0.09% | No change | 24,646 | $699K |
| HighTower Advisors, LLC | 0.00% | Reduce -58.3% | 23,670 | $671K |
| Cooper Financial Group | 0.07% | Reduce -1.8% | 20,003 | $567K |
| NewEdge Advisors, LLC | 0.00% | Add +7.8% | 16,206 | $460K |
| Marshall Financial Group, LLC | 0.11% | Add +8.7% | 15,573 | $442K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 14,700 | $417K |
| Fullcircle Wealth LLC | 0.14% | New | 11,783 | $335K |
| NovaPoint Capital, LLC | 0.10% | Add +6.3% | 11,804 | $335K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 11,163 | $317K |
| Nicholas Wealth, LLC. | 0.17% | Add +7.0% | 10,985 | $312K |
| BayBridge Capital Group, LLC | 0.22% | New | 10,676 | $303K |
| Gotham Asset Management | 0.00% | New | 10,466 | $297K |
| Householder Group Estate & Retirement Specialist, LLC | 0.20% | Add +3.5% | 9,395 | $266K |
| Morgan Stanley | 0.00% | Add +897300.0% | 8,974 | $255K |
| Moors & Cabot, Inc. | 0.01% | New | 8,610 | $244K |
| Insigneo Advisory Services, LLC | 0.02% | New | 8,214 | $233K |
| Redmont Wealth Advisors LLC | 0.36% | Add +0.0% | 7,359 | $209K |
| LPF Advisors LLC | 0.17% | No change | 7,298 | $207K |
| Elevatus Welath Management | 0.07% | New | 7,200 | $204K |
| Comerica Bank | 0.00% | No change | 7,192 | $204K |
| AE Wealth Management LLC | 0.00% | New | 7,020 | $199K |
| Clearstead Trust, LLC | 0.04% | Add +46.3% | 6,663 | $189K |
| Fairman Group, LLC | 0.12% | Add +49.6% | 5,275 | $150K |
| Providence First Trust Co | 0.04% | New | 4,000 | $113K |
| Wintrust Investments LLC | 0.03% | Reduce -2.2% | 1,102 | $31K |
| Global Financial Private Client, LLC | 0.01% | No change | 900 | $26K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $14K |
| NFSG Corp | 0.00% | New | 375 | $11K |
| SBI Securities Co., Ltd. | 0.00% | — | 208 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 76 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 20 | $567 |
"% of holder's portfolio" is HYBL's weight in each manager's 13F, not the share of SS Blackstone High Inc. ETF the manager owns.