LPL Financial’s State Street Blackstone High Income ETF HYBL Stock Holding History

LPL Financial’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	$28.8M	Buy	1,031,256 +49,360	+5%	+$1.38M	0.01%	1336
2026 Q1	$27.3M	Buy	981,896 +189,430	+24%	+$5.34M	0.01%	1266
2025 Q4	$22.5M	Sell	792,466 -3,508	-0.4%	-$99.7K	0.01%	1339
2025 Q3	$22.8M	Buy	795,974 +218,923	+38%	+$6.25M	0.01%	1277
2025 Q2	$16.5M	Buy	577,051 +82,063	+17%	+$2.3M	0.01%	1382
2025 Q1	$13.9M	Buy	494,988 +157,645	+47%	+$4.48M	0.01%	1384
2024 Q4	$9.57M	Buy	337,343 +165,058	+96%	+$4.71M	﹤0.01%	1577
2024 Q3	$4.95M	Buy	172,285 +47,601	+38%	+$1.35M	﹤0.01%	2002
2024 Q2	$3.52M	Buy	124,684 +25,471	+26%	+$717K	﹤0.01%	2127
2024 Q1	$2.82M	Buy	99,213 +28,320	+40%	+$796K	﹤0.01%	2236
2023 Q4	$1.99M	Buy	70,893 +46,119	+186%	+$1.27M	﹤0.01%	2403
2023 Q3	$683K	Buy	+24,774	New	+$685K	﹤0.01%	3237

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

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

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

LPL Financial's HYBL Position: Q2 2026 in Review

LPL Financial increased its State Street Blackstone High Income ETF (HYBL) stake by 5% in Q2 2026, buying an estimated $1.38M and bringing the position to 1,031,256 shares worth $28.8M. The position accounts for 0.01% of the portfolio, ranked #1336.

LPL Financial first reported a position in HYBL in Q3 2023 and has held it in 12 quarters since. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

LPL Financial held 1,031,256 shares of State Street Blackstone High Income ETF worth $28.8M as of Q2 2026.
LPL Financial bought 49,360 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $1.38M.
State Street Blackstone High Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1336 holding.
LPL Financial first reported a position in State Street Blackstone High Income ETF in Q3 2023 and has held it in 12 quarters since.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.