SS Blackstone High Inc. ETFHYBLETF

13F holders, Q1 2025 (March 31)
73holders +2
8new positions
5sold out
2famous investors
$28.07avg. 13F price*

At the end of Q1 2025, 73 institutions reported holding SS Blackstone High Inc. ETF (HYBL) in their 13F filings, up 2 from Q4 2024. 8 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($25.2M), UBS Group AG ($24.7M) and Concord Asset Management, LLC ($23.3M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Blackstone High Inc. ETF
Filed as
SSGA ACTIVE TR (Q1 2025)
CUSIP
78470P846
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 50Q1 2024Q2 2024: 60Q2 2024Q3 2024: 61Q3 2024Q4 2024: 71Q4 2024Q1 2025: 73Q1 2025Q2 2025: 75Q2 2025Q3 2025: 94Q3 2025Q4 2025: 89Q4 2025Q1 2026: 91Q1 2026Q2 2026: 96Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$24.1M
Exits5$1.4M

All 13F filers, Q4 2024 → Q1 2025: 3,072,943 shares bought and 237,520 shares sold, net +2,835,423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

Raymond James Financial Inc. 0.01% Add +34.1% 895,515 $25.2M
UBS Group AG 0.01% Add +53.3% 877,559 $24.7M
Concord Asset Management, LLC 5.14% Add +57.4% 842,532 $23.3M
Concord Wealth Partners 3.71% Add +48.3% 804,452 $22.6M
LPL Financial LLC 0.01% Add +46.7% 494,988 $13.9M
Rathbones Group PLC 0.06% Add +43.0% 436,000 $12.3M
Envestnet Asset Management Inc. 0.00% Add +24.5% 366,916 $10.3M
ZEGA Investments, LLC 2.86% Add +6.2% 346,103 $9.7M
Advance Capital Management, Inc. 0.46% New 342,606 $9.6M
Luken Investment Analytics, LLC 4.50% Reduce -27.6% 341,935 $9.6M
Pallas Capital Advisors LLC 0.38% New 329,521 $9.3M
Sharkey, Howes & Javer 1.15% Add +207.2% 286,543 $8.1M
Hedeker Wealth, LLC 1.81% Add +16.2% 239,665 $6.7M
Royal Bank of Canada 0.00% Add +34.4% 185,556 $5.2M
Bank of America Corp. 0.00% Add +60.3% 177,351 $5.0M
Wells Fargo & Company 0.00% Add +225.9% 161,104 $4.5M
Jane Street Group, LLC 0.01% New 158,918 $4.5M
Osaic Holdings, Inc. 0.01% Add +6.3% 140,370 $3.9M
Equitable Holdings, Inc. 0.04% Add +64.1% 134,110 $3.8M
Horizon Investments, LLC 0.10% Add +2.3% 124,711 $3.5M
CW Advisors, LLC 0.04% Add +19.6% 120,123 $3.4M
Coppell Advisory Solutions LLC 0.42% Add +250.5% 108,123 $3.0M
ORBA Wealth Advisors, L.L.C. 1.49% Add +10.0% 105,055 $3.0M
Mariner, LLC 0.00% Reduce -6.7% 103,233 $2.9M
SK Wealth Management, LLC 1.53% Add +26.0% 103,427 $2.8M
Orion Porfolio Solutions, LLC 0.03% Add +6.8% 97,810 $2.8M
Orion Portfolio Solutions, LLC 0.03% Add +6.8% 97,810 $2.8M
Ocean Park Asset Management, LLC 0.09% No change 89,800 $2.5M
Cwm, LLC 0.01% Add +29.5% 89,615 $2.5M
Harbor Advisory Corp. 0.72% No change 76,082 $2.1M
Auour Investments LLC 0.75% Reduce -3.7% 73,747 $2.1M
Collaborative Wealth Managment Inc. 0.93% Add +8.6% 70,780 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +11.9% 62,380 $1.8M
Hanover Advisors Inc. 0.69% Add +17.2% 56,206 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.0% 55,003 $1.5M
Park Avenue Securities LLC 0.02% Add +8.3% 51,398 $1.4M
Creative Planning 0.00% Add +34.7% 49,036 $1.4M
Thompson Davis & Co., Inc. 0.85% Add +1.9% 38,106 $1.1M
Advisory Services Network, LLC 0.02% Reduce -0.7% 37,903 $1.1M
World Investment Advisors 0.02% Reduce -0.9% 31,720 $892K
Sheets Smith Wealth Management 0.10% Reduce -15.6% 27,952 $786K
Kingswood Wealth Advisors, LLC 0.07% Reduce -50.0% 26,000 $727K
L & S Advisors Inc 0.09% Reduce -2.8% 23,951 $673K
Cooper Financial Group 0.08% Add +4.8% 20,964 $590K
BayBridge Capital Group, LLC 0.37% Add +71.0% 18,258 $513K
Janney Montgomery Scott LLC 0.00% New 17,730 $499K
NewEdge Advisors, LLC 0.00% Add +5.2% 17,056 $480K
B. Riley Wealth Advisors, Inc. 0.01% No change 14,700 $413K
HighTower Advisors, LLC 0.00% Reduce -38.4% 14,589 $410K
Marshall Financial Group, LLC 0.09% Reduce -8.8% 14,210 $400K
Fullcircle Wealth LLC 0.16% Add +15.3% 13,583 $380K
VestGen Advisors, LLC 0.02% — 12,596 $354K
NovaPoint Capital, LLC 0.10% No change 11,804 $332K
Woodmont Investment Counsel LLC 0.02% No change 11,163 $314K
Gotham Asset Management 0.00% No change 10,466 $294K
Moors & Cabot, Inc. 0.01% Add +18.5% 10,204 $287K
Morgan Stanley 0.00% Reduce -0.0% 8,973 $252K
Insigneo Advisory Services, LLC 0.03% Add +8.1% 8,877 $250K
Redmont Wealth Advisors LLC 0.46% Add +15.0% 8,461 $238K
Citadel Advisors 0.00% New 7,412 $208K
Comerica Bank 0.00% Add +0.3% 7,216 $203K
Elevatus Welath Management 0.11% No change 7,200 $202K
Clearstead Trust, LLC 0.04% No change 6,663 $187K
Fairman Group, LLC 0.14% No change 5,275 $150K
AE Wealth Management LLC 0.00% Reduce -64.8% 2,468 $69K
Federation des caisses Desjardins du Quebec 0.00% New 1,700 $48K
Global Financial Private Client, LLC 0.01% No change 900 $25K
SBI Securities Co., Ltd. 0.00% Add +145.2% 510 $14K
Larson Financial Group LLC 0.00% No change 500 $14K
NFSG Corp 0.00% No change 375 $11K
CoreCap Advisors, LLC 0.00% New 307 $9K
GPS Wealth Strategies Group, LLC 0.00% Add +1.3% 77 $2K
Spurstone Advisory Services, LLC 0.00% New 4 $112

"% 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.