Spurstone Advisory Services’s State Street Blackstone High Income ETF HYBL Stock Holding History

Spurstone Advisory Services’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	$111	Hold	4	–	–	﹤0.01%	97
2026 Q1	$111	Hold	4	–	–	﹤0.01%	75
2025 Q4	$114	Hold	4	–	–	﹤0.01%	95
2025 Q3	$114	Hold	4	–	–	﹤0.01%	113
2025 Q2	$114	Hold	4	–	–	﹤0.01%	137
2025 Q1	$112	Buy	+4	New	+$114	﹤0.01%	102

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Spurstone Advisory Services's HYBL Position: Q2 2026 in Review

Spurstone Advisory Services held its State Street Blackstone High Income ETF (HYBL) position steady in Q2 2026 at 4 shares worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #97.

Spurstone Advisory Services first reported a position in HYBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $114 in Q4 2025. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Spurstone Advisory Services held 4 shares of State Street Blackstone High Income ETF worth $111 as of Q2 2026.
Spurstone Advisory Services left its State Street Blackstone High Income ETF share count unchanged in Q2 2026.
State Street Blackstone High Income ETF made up ﹤0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #97 holding.
Spurstone Advisory Services first reported a position in State Street Blackstone High Income ETF in Q1 2025 and has held it in 6 quarters since.
Spurstone Advisory Services's State Street Blackstone High Income ETF position peaked at $114 in Q4 2025.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.