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Raymond James Financial Services Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$347K Buy
12,101
+1,457
+14% +$41.3K ﹤0.01% 2873
2024
Q2 		$301K Buy
10,644
+136
+1% +$3.83K ﹤0.01% 2869
2024
Q1 		$298K Buy
10,508
+322
+3% +$9.05K ﹤0.01% 2851
2023
Q4 		$287K Buy
+10,186
New +$281K ﹤0.01% 2766

Other funds holding HYBL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Raymond James Financial Services Advisors's HYBL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street Blackstone High Income ETF (HYBL) stake by 14% in Q3 2024, buying an estimated $41.3K and bringing the position to 12,101 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

Raymond James Financial Services Advisors first reported a position in HYBL in Q4 2023 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold HYBL as of Q3 2024.

  • Raymond James Financial Services Advisors held 12,101 shares of State Street Blackstone High Income ETF worth $347K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,457 State Street Blackstone High Income ETF shares in Q3 2024, an estimated $41.3K.
  • State Street Blackstone High Income ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2873 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street Blackstone High Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.