Congress Wealth Management’s State Street Blackstone High Income ETF HYBL Stock Holding History

Congress Wealth 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
2025 Q2	$3.8M	Buy	132,848 +12,725	+11%	+$357K	0.04%	436
2025 Q1	$3.38M	Buy	120,123 +19,677	+20%	+$559K	0.04%	386
2024 Q4	$2.85M	Buy	100,446 +91,155	+981%	+$2.6M	0.04%	360
2024 Q3	$267K	Buy	+9,291	New	+$263K	﹤0.01%	763

Other funds holding HYBL

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Congress Wealth Management's HYBL Position: Q2 2025 in Review

Congress Wealth Management increased its State Street Blackstone High Income ETF (HYBL) stake by 11% in Q2 2025, buying an estimated $357K and bringing the position to 132,848 shares worth $3.8M. The position accounts for 0.04% of the portfolio, ranked #436.

Congress Wealth Management first reported a position in HYBL in Q3 2024 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold HYBL as of Q2 2025.

Congress Wealth Management held 132,848 shares of State Street Blackstone High Income ETF worth $3.8M as of Q2 2025.
Congress Wealth Management bought 12,725 State Street Blackstone High Income ETF shares in Q2 2025, an estimated $357K.
State Street Blackstone High Income ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #436 holding.
Congress Wealth Management first reported a position in State Street Blackstone High Income ETF in Q3 2024 and has held it in 4 quarters since.
75 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.