Creative Planning’s State Street Blackstone High Income ETF HYBL Stock Holding History

Creative Planning’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 Q2	$647K	Sell	23,150 -4,865	-17%	-$136K	﹤0.01%	2989
2026 Q1	$780K	Sell	28,015 -1,054	-4%	-$29.7K	﹤0.01%	2663
2025 Q4	$827K	Sell	29,069 -18,087	-38%	-$514K	﹤0.01%	2438
2025 Q3	$1.35M	Sell	47,156 -1,313	-3%	-$37.5K	﹤0.01%	1847
2025 Q2	$1.39M	Sell	48,469 -567	-1%	-$15.9K	﹤0.01%	1597
2025 Q1	$1.38M	Buy	49,036 +12,630	+35%	+$359K	﹤0.01%	1461
2024 Q4	$1.03M	Buy	+36,406	New	+$1.04M	﹤0.01%	1622

Other funds holding HYBL

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

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

CWP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAMV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Creative Planning's HYBL Position: Q2 2026 in Review

Creative Planning reduced its State Street Blackstone High Income ETF (HYBL) stake by 17% in Q2 2026, selling an estimated $136K and leaving 23,150 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Creative Planning first reported a position in HYBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q2 2025. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Creative Planning held 23,150 shares of State Street Blackstone High Income ETF worth $647K as of Q2 2026.
Creative Planning sold 4,865 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $136K.
State Street Blackstone High Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2989 holding.
Creative Planning first reported a position in State Street Blackstone High Income ETF in Q4 2024 and has held it in 7 quarters since.
Creative Planning's State Street Blackstone High Income ETF position peaked at $1.39M in Q2 2025.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.