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B. Riley Wealth Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-14,700
Closed -$413K – 1200
2025
Q1 		$413K Hold
14,700
– – 0.01% 829
2024
Q4 		$417K Hold
14,700
– – 0.01% 756
2024
Q3 		$422K Hold
14,700
– – 0.01% 808
2024
Q2 		$415K Buy
+14,700
New +$414K 0.01% 897

Other funds holding HYBL

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

B. Riley Wealth Advisors's HYBL Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of State Street Blackstone High Income ETF (HYBL) in Q2 2025, closing a stake of 14,700 shares — an estimated $413K sold.

B. Riley Wealth Advisors first reported a position in HYBL in Q2 2024 and held it in 4 quarters. The position peaked at $422K in Q3 2024. 75 funds tracked by Wall St. Rank hold HYBL as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining State Street Blackstone High Income ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,700 State Street Blackstone High Income ETF shares in Q2 2025, an estimated $413K.
  • B. Riley Wealth Advisors first reported a position in State Street Blackstone High Income ETF in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's State Street Blackstone High Income ETF position peaked at $422K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.