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Wintrust Investments’s State Street Blackstone High Income ETF HYBL Stock Holding History

Wintrust Investments’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
Q4 		$31K Sell
1,102
-25
-2% -$713 0.03% 316
2024
Q3 		$32K Sell
1,127
-8,373
-88% -$237K 0.02% 386
2024
Q2 		$268K Buy
+9,500
New +$268K 0.02% 398

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
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 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
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return

Wintrust Investments's HYBL Position: Q4 2024 in Review

Wintrust Investments reduced its State Street Blackstone High Income ETF (HYBL) stake by 2.2% in Q4 2024, selling an estimated $713 and leaving 1,102 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #316.

Wintrust Investments first reported a position in HYBL in Q2 2024 and has held it in 3 quarters since. The position peaked at $268K in Q2 2024. 71 funds tracked by Wall St. Rank hold HYBL as of Q4 2024.

  • Wintrust Investments held 1,102 shares of State Street Blackstone High Income ETF worth $31K as of Q4 2024.
  • Wintrust Investments sold 25 State Street Blackstone High Income ETF shares in Q4 2024, an estimated $713.
  • State Street Blackstone High Income ETF made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #316 holding.
  • Wintrust Investments first reported a position in State Street Blackstone High Income ETF in Q2 2024 and has held it in 3 quarters since.
  • Wintrust Investments's State Street Blackstone High Income ETF position peaked at $268K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.