OPS
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Orion Portfolio Solutions’s State Street Blackstone High Income ETF HYBL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.75M Buy
97,810
+6,196
+7% +$176K 0.03% 566
2024
Q4 		$2.6M Buy
91,614
+7,241
+9% +$207K 0.03% 571
2024
Q3 		$2.42M Buy
84,373
+7,520
+10% +$213K 0.02% 596
2024
Q2 		$2.17M Buy
76,853
+6,706
+10% +$189K 0.02% 616
2024
Q1 		$1.99M Buy
70,147
+319
+0.5% +$8.96K 0.02% 664
2023
Q4 		$1.96M Buy
69,828
+4,838
+7% +$133K 0.02% 644
2023
Q3 		$1.79M Buy
+64,990
New +$1.8M 0.02% 663

Other funds holding HYBL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Orion Portfolio Solutions's HYBL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street Blackstone High Income ETF (HYBL) stake by 6.8% in Q1 2025, buying an estimated $176K and bringing the position to 97,810 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #566.

Orion Portfolio Solutions first reported a position in HYBL in Q3 2023 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold HYBL as of Q1 2025.

  • Orion Portfolio Solutions held 97,810 shares of State Street Blackstone High Income ETF worth $2.75M as of Q1 2025.
  • Orion Portfolio Solutions bought 6,196 State Street Blackstone High Income ETF shares in Q1 2025, an estimated $176K.
  • State Street Blackstone High Income ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #566 holding.
  • Orion Portfolio Solutions first reported a position in State Street Blackstone High Income ETF in Q3 2023 and has held it in 7 quarters since.
  • 72 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.