FFO
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Fortitude Family Office’s State Street Blackstone High Income ETF HYBL Stock Holding History

Fortitude Family Office’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
2024
Q1 		– Sell
-1,959
Closed -$55.1K – 1029
2023
Q4 		$55.1K Buy
+1,959
New +$54K 0.04% 155

Other funds holding HYBL

RH
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RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortitude Family Office's HYBL Position: Q1 2024 in Review

Fortitude Family Office sold out of State Street Blackstone High Income ETF (HYBL) in Q1 2024, closing a stake of 1,959 shares — an estimated $55.1K sold.

Fortitude Family Office first reported a position in HYBL in Q4 2023 and held it in 1 quarter. The position peaked at $55.1K in Q4 2023. 50 funds tracked by Wall St. Rank hold HYBL as of Q1 2024.

  • Fortitude Family Office reported no remaining State Street Blackstone High Income ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 1,959 State Street Blackstone High Income ETF shares in Q1 2024, an estimated $55.1K.
  • Fortitude Family Office first reported a position in State Street Blackstone High Income ETF in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's State Street Blackstone High Income ETF position peaked at $55.1K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.