Eldridge Investment Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

Eldridge Investment 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
2026 Q1	$419K	Sell	15,053 -51,339	-77%	-$1.45M	0.09%	120
2025 Q4	$1.89M	Sell	66,392 -49,500	-43%	-$1.41M	0.42%	43
2025 Q3	$3.32M	Buy	115,892 +13,670	+13%	+$390K	0.76%	29
2025 Q2	$2.91M	Buy	+102,222	New	+$2.86M	0.61%	37

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

Eldridge Investment Advisors's HYBL Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its State Street Blackstone High Income ETF (HYBL) stake by 77% in Q1 2026, selling an estimated $1.45M and leaving 15,053 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #120.

Eldridge Investment Advisors first reported a position in HYBL in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.32M in Q3 2025. 91 funds tracked by Wall St. Rank hold HYBL as of Q1 2026.

Eldridge Investment Advisors held 15,053 shares of State Street Blackstone High Income ETF worth $419K as of Q1 2026.
Eldridge Investment Advisors sold 51,339 State Street Blackstone High Income ETF shares in Q1 2026, an estimated $1.45M.
State Street Blackstone High Income ETF made up 0.09% of Eldridge Investment Advisors's portfolio in Q1 2026, its #120 holding.
Eldridge Investment Advisors first reported a position in State Street Blackstone High Income ETF in Q2 2025 and has held it in 4 quarters since.
Eldridge Investment Advisors's State Street Blackstone High Income ETF position peaked at $3.32M in Q3 2025.
91 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.