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Waverly Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

Waverly 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
2026
Q2 		– Sell
-2,361
Closed -$65.7K – 1787
2026
Q1 		$65.7K Buy
+2,361
New +$66.5K ﹤0.01% 1557

Other funds holding HYBL

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Raymond James Financial
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Waverly Advisors's HYBL Position: Q2 2026 in Review

Waverly Advisors sold out of State Street Blackstone High Income ETF (HYBL) in Q2 2026, closing a stake of 2,361 shares — an estimated $65.7K sold.

Waverly Advisors first reported a position in HYBL in Q1 2026 and held it in 1 quarter. The position peaked at $65.7K in Q1 2026. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

  • Waverly Advisors reported no remaining State Street Blackstone High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 2,361 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $65.7K.
  • Waverly Advisors first reported a position in State Street Blackstone High Income ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's State Street Blackstone High Income ETF position peaked at $65.7K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.