PMFA
HYBL icon

Plante Moran Financial Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-20
Closed -$567 – 865
2024
Q4 		$567 Hold
20
– – ﹤0.01% 843
2024
Q3 		$574 Buy
+20
New +$567 ﹤0.01% 813

Other funds holding HYBL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Plante Moran Financial Advisors's HYBL Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of State Street Blackstone High Income ETF (HYBL) in Q1 2025, closing a stake of 20 shares — an estimated $567 sold.

Plante Moran Financial Advisors first reported a position in HYBL in Q3 2024 and held it in 2 quarters. The position peaked at $574 in Q3 2024. 73 funds tracked by Wall St. Rank hold HYBL as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining State Street Blackstone High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 20 State Street Blackstone High Income ETF shares in Q1 2025, an estimated $567.
  • Plante Moran Financial Advisors first reported a position in State Street Blackstone High Income ETF in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's State Street Blackstone High Income ETF position peaked at $574 in Q3 2024.
  • 73 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.