Advance Capital Management’s State Street Blackstone High Income ETF HYBL Stock Holding History

Advance Capital Management’s Portfolio HYBL Stock Details HYBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4M	Buy	372,995 +33,101	+10%	+$933K	0.39%	21
2025 Q4	$9.67M	Sell	339,894 -163,003	-32%	-$4.63M	0.41%	20
2025 Q3	$14.4M	Buy	502,897 +3,049	+0.6%	+$87K	0.63%	14
2025 Q2	$14.3M	Buy	499,848 +157,242	+46%	+$4.41M	0.65%	16
2025 Q1	$9.63M	Buy	+342,606	New	+$9.73M	0.46%	20

Other funds holding HYBL

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Advance Capital Management's HYBL Position: Q1 2026 in Review

Advance Capital Management increased its State Street Blackstone High Income ETF (HYBL) stake by 9.7% in Q1 2026, buying an estimated $933K and bringing the position to 372,995 shares worth $10.4M. The position accounts for 0.39% of the portfolio, ranked #21.

Advance Capital Management first reported a position in HYBL in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.4M in Q3 2025. 91 funds tracked by Wall St. Rank hold HYBL as of Q1 2026.

Advance Capital Management held 372,995 shares of State Street Blackstone High Income ETF worth $10.4M as of Q1 2026.
Advance Capital Management bought 33,101 State Street Blackstone High Income ETF shares in Q1 2026, an estimated $933K.
State Street Blackstone High Income ETF made up 0.39% of Advance Capital Management's portfolio in Q1 2026, its #21 holding.
Advance Capital Management first reported a position in State Street Blackstone High Income ETF in Q1 2025 and has held it in 5 quarters since.
Advance Capital Management's State Street Blackstone High Income ETF position peaked at $14.4M in Q3 2025.
91 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.