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Disclosery

HYBL SSGA ACTIVE TR

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SPDR BLACKSTONE (fund)

70 managers (72 13F filers) reported a position in HYBL shares at 2024-12-31, 6,698,434 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
70
13F filers
72
New
20
Added
31
Reduced
9
Sold out
9
Shares held by filers
6,698,434

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Concord Wealth Partnersgroup of 2 filers holding1,077,618$30.6MnewTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC667,798$18.9M0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG572,463$16.2M<0.01%+43,54913F-HRTimelineGroup
Luken Investment Analytics, LLC472,080$13.4M6.2%-12,52913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding350,499$9.94M+26,667Timeline
LPL Financial LLC337,343$9.57M<0.01%+165,05813F-HRTimeline
ZEGA Investments, LLC325,881$9.31M2.76%13F-HRTimeline
Rathbones Group PLC305,000$8.65M0.04%new13F-HRTimeline
Hedeker Wealth, LLC206,241$5.85M1.46%-3,36913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA138,066$3.92M<0.01%+126,95113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,992$3.74M0.01%+5,96713F-HR/ATimelineGroup
Horizon Investments, LLC121,889$3.44M0.1%+67613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/110,634$3.14M<0.01%+81,60313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC110,624$3.14M0.01%new13F-HRTimelineGroup
CW Advisors, LLC100,446$2.85M0.04%+91,15513F-HRTimeline
ORBA Wealth Advisors, L.L.C.95,474$2.71M1.42%+4,37413F-HRTimeline
Sharkey, Howes & Javer93,278$2.65M0.37%+39,64613F-HRTimeline
Orion Porfolio Solutions, LLC91,614$2.6M0.03%+7,24113F-HRTimeline
Orion Portfolio Solutions, LLC91,614$2.6M0.03%+7,24113F-HRTimeline
Ocean Park Asset Management, LLC89,800$2.55M0.09%new13F-HRTimeline
SK Wealth Management, LLC82,105$2.33M1.19%+14,88413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.81,724$2.32M0.02%-1,09713F-HRTimelineGroup
Auour Investments LLC76,609$2.19M0.77%-63913F-HRTimeline
HARBOR ADVISORY CORP /MA/76,082$2.16M0.71%-6,76613F-HRTimeline
CWM, LLCin group CWM, LLC69,200$1.96M0.01%+2,85613F-HRTimelineGroup
Collaborative Wealth Managment Inc.65,203$1.85M0.84%+19,72913F-HRTimeline
Cambridge Investment Research Advisors,…52,886$1.5M0.01%+1,96513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC52,000$1.47M0.11%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,426$1.4M<0.01%new13F-HRTimelineGroup
HANOVER ADVISORS INC47,947$1.36M0.57%+8,30013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,479$1.35M0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC38,177$1.08M0.02%-93913F-HRTimeline
THOMPSON DAVIS & CO., INC.37,403$1.06M0.68%+1,11213F-HRTimeline
Creative Planningin group Creative Planning36,406$1.03M<0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT33,113$939K0.11%+53913F-HRTimeline
World Investment Advisors31,994$908K0.02%+60013F-HRTimeline
Coppell Advisory Solutions LLC30,852$875K0.12%+11,32413F-HRTimeline
OLD MISSION CAPITAL LLC27,418$778K0.02%new13F-HRTimeline
L & S Advisors Inc24,646$699K0.08%013F-HRTimeline
HighTower Advisors, LLC23,670$671K<0.01%-33,02013F-HRTimeline
Cooper Financial Group20,003$567K0.07%-36613F-HRTimeline
NewEdge Advisors, LLC16,206$460K<0.01%+1,17913F-HRTimeline
Marshall Financial Group, LLC15,573$442K0.11%+1,25113F-HRTimeline
B. Riley Wealth Advisors, Inc.14,700$417K0.01%013F-HRTimeline
FULLCIRCLE WEALTH LLC11,783$335K0.14%new13F-HRTimeline
NovaPoint Capital, LLC11,804$335K0.1%+70013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC11,163$317K0.02%013F-HRTimeline
Nicholas Wealth, LLC.10,985$312K0.17%+71813F-HRTimeline
BayBridge Capital Group, LLC10,676$303K0.22%new13F-HRTimeline
Gotham Asset Management, LLC10,466$297K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…9,395$266K0.2%+31513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,974$255K<0.01%+8,97313F-HR/ATimelineGroup
Moors & Cabot, Inc.8,610$244K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,214$233K0.02%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC7,359$209K0.36%+113F-HRTimeline
LPF Advisors LLC7,298$207K0.17%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT7,200$204K0.07%new13F-HRTimeline
COMERICA BANK7,192$204K<0.01%013F-HR/ATimeline
AE Wealth Management LLC7,020$199K<0.01%new13F-HRTimeline
Clearstead Trust, LLC6,663$189K0.04%+2,10813F-HRTimeline
Fairman Group, LLC5,275$150K0.12%+1,75013F-HRTimeline
Providence First Trust Co4,000$113K0.04%new13F-HRTimeline
WINTRUST INVESTMENTS LLC1,102$31K0.03%-2513F-HRTimeline
Global Financial Private Client, LLC900$25.5K0.01%013F-HRTimeline
Larson Financial Group LLC500$14.2K<0.01%013F-HRTimeline
NFSG Corp375$10.6K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.208$5.9K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC76$2.17K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC20$567<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.