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

Stifel 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	$1.21M	Buy	43,414 +4,600	+12%	+$129K	﹤0.01%	2430
2026 Q1	$1.08M	Buy	38,814 +1,167	+3%	+$32.9K	﹤0.01%	2412
2025 Q4	$1.07M	Sell	37,647 -609	-2%	-$17.3K	﹤0.01%	2401
2025 Q3	$1.1M	Buy	38,256 +11,991	+46%	+$342K	﹤0.01%	2344
2025 Q2	$751K	Buy	+26,265	New	+$736K	﹤0.01%	2527

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

Stifel Financial's HYBL Position: Q2 2026 in Review

Stifel Financial increased its State Street Blackstone High Income ETF (HYBL) stake by 12% in Q2 2026, buying an estimated $129K and bringing the position to 43,414 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Stifel Financial first reported a position in HYBL in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Stifel Financial held 43,414 shares of State Street Blackstone High Income ETF worth $1.21M as of Q2 2026.
Stifel Financial bought 4,600 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $129K.
State Street Blackstone High Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2430 holding.
Stifel Financial first reported a position in State Street Blackstone High Income ETF in Q2 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.