CWM
Collaborative Wealth Management’s SPDR Blackstone High Income ETF HYBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
82,935
+12,155
| +17% | +$348K | 1.03% | 22 |
|
|
2025
Q1 | $1.99M | Buy |
70,780
+5,577
| +9% | +$157K | 0.93% | 26 |
|
|
2024
Q4 | $1.85M | Buy |
65,203
+19,729
| +43% | +$560K | 0.84% | 29 |
|
|
2024
Q3 | $1.31M | Buy |
45,474
+11,730
| +35% | +$337K | 0.59% | 37 |
|
|
2024
Q2 | $954K | Buy |
33,744
+7,688
| +30% | +$217K | 0.47% | 49 |
|
|
2024
Q1 | $739K | Buy |
26,056
+9,284
| +55% | +$263K | 0.37% | 64 |
|
|
2023
Q4 | $472K | Buy |
16,772
+9,388
| +127% | +$264K | 0.26% | 83 |
|
|
2023
Q3 | $204K | Buy |
+7,384
| New | +$204K | 0.12% | 152 |
|