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SPDR Blackstone High Income ETF

74 hedge funds and large institutions have $330M invested in SPDR Blackstone High Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
38
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZI
1
ZEGA Investments
Florida
$33.9M +$24M +841,188 +243%
CAMV
2
Concord Asset Management (Virginia)
Virginia
$28.9M +$4.86M +169,961 +20%
CWP
3
Concord Wealth Partners
Virginia
$28.9M +$5.95M +208,041 +26%
Raymond James Financial
4
Raymond James Financial
Florida
$26.6M +$968K +33,869 +4%
UBS Group
5
UBS Group
Switzerland
$26.2M +$1.15M +40,053 +5%
LPL Financial
6
LPL Financial
California
$16.5M +$2.35M +82,063 +17%
ACM
7
Advance Capital Management
Michigan
$14.3M +$4.5M +157,242 +46%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14.2M +$3.68M +128,709 +35%
RG
9
Rathbones Group
United Kingdom
$12.5M
PCA
10
Pallas Capital Advisors
Massachusetts
$11.7M +$2.23M +78,079 +24%
Bank of America
11
Bank of America
North Carolina
$8.56M +$3.49M +121,921 +69%
LIA
12
Luken Investment Analytics
Tennessee
$7.51M -$2.26M -79,184 -23%
HW
13
Hedeker Wealth
Illinois
$6.75M -$101K -3,539 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.04M +$734K +25,676 +14%
Morgan Stanley
15
Morgan Stanley
New York
$5.89M +$5.63M +197,037 +2,196%
Wells Fargo
16
Wells Fargo
California
$5.8M +$1.2M +41,852 +26%
SWM
17
SK Wealth Management
Rhode Island
$4.75M +$1.8M +63,315 +61%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.37M +$355K +12,441 +9%
IA
19
Inspire Advisors
Idaho
$4.33M +$4.33M +151,524 New
EH
20
Equitable Holdings
New York
$4.14M +$304K +10,622 +8%
CWM
21
Congress Wealth Management
Massachusetts
$3.8M +$364K +12,725 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.52M +$1.95M +68,150 +124%
Mariner
23
Mariner
Kansas
$3.06M +$110K +3,831 +4%
Jane Street
24
Jane Street
New York
$3.06M -$1.48M -51,856 -33%
BCI
25
Brinker Capital Investments
Pennsylvania
$2.96M +$166K +5,791 +6%