Skip to content
Disclosery

HYBL SSGA ACTIVE TR

Follow

SPDR BLACKSTONE (fund)

74 managers (76 13F filers) reported a position in HYBL shares at 2025-06-30, 11,529,915 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
74
13F filers
76
New
12
Added
38
Reduced
17
Sold out
9
Shares held by filers
11,529,915

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding2,024,986$57.9M+378,002Timeline
ZEGA Investments, LLC1,187,291$33.9M8.52%+841,18813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC929,384$26.6M0.01%+33,86913F-HRTimelineGroup
UBS Group AGin group UBS Group AG917,612$26.2M0.01%+40,05313F-HRTimelineGroup
LPL Financial LLC577,051$16.5M0.01%+82,06313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding574,169$16.4M+144,873Timeline
Advance Capital Management, Inc.499,848$14.3M0.65%+157,24213F-HRTimeline
Rathbones Group PLC436,000$12.5M0.05%013F-HRTimeline
Pallas Capital Advisors LLC407,600$11.7M0.44%+78,07913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/299,272$8.56M<0.01%+121,92113F-HRTimelineGroup
Luken Investment Analytics, LLC262,751$7.51M3.29%-79,18413F-HRTimeline
Hedeker Wealth, LLC236,126$6.75M1.57%-3,53913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA211,232$6.04M<0.01%+25,67613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY206,010$5.89M<0.01%+197,03713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN202,956$5.8M<0.01%+41,85213F-HRTimelineGroup
SK Wealth Management, LLC166,742$4.75M2.06%+63,31513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.156,945$4.49M0.01%+16,57513F-HR/ATimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC151,524$4.33M0.45%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.144,732$4.14M0.03%+10,62213F-HRTimelineGroup
CW Advisors, LLC132,848$3.8M0.04%+12,72513F-HRTimeline
Cambridge Investment Research Advisors,…123,153$3.52M0.01%+68,15013F-HRTimeline
Mariner, LLCin group Mariner, LLC107,064$3.06M<0.01%+3,83113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC107,062$3.06M<0.01%-51,85613F-HRTimelineGroup
Orion Porfolio Solutions, LLC103,601$2.96M0.03%+5,79113F-HR/ATimeline
Coppell Advisory Solutions LLC103,147$2.94M0.35%-4,97613F-HR/ATimeline
Eldridge Investment Advisors, Inc.102,222$2.91M0.61%new13F-HRTimeline
World Investment Advisors98,694$2.82M0.06%+66,97413F-HRTimeline
CWM, LLCin group CWM, LLC97,628$2.79M0.01%+8,01313F-HRTimelineGroup
Ocean Park Asset Management, LLC89,800$2.53M0.09%013F-HRTimeline
Collaborative Wealth Managment Inc.82,935$2.37M1.03%+12,15513F-HRTimeline
Sharkey, Howes & Javer75,520$2.16M0.29%-211,02313F-HRTimeline
Auour Investments LLC71,127$2.03M0.7%-2,62013F-HRTimeline
ORBA Wealth Advisors, L.L.C.51,201$1.46M1.33%-53,85413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,603$1.39M0.01%-2,79513F-HRTimelineGroup
Creative Planningin group Creative Planning48,469$1.39M<0.01%-56713F-HRTimelineGroup
HANOVER ADVISORS INC46,491$1.33M0.54%-9,71513F-HRTimeline
Advisory Services Network, LLC38,390$1.1M0.02%+48713F-HRTimeline
THOMPSON DAVIS & CO., INC.37,916$1.08M0.74%-19013F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT28,322$810K0.09%+37013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,265$751K<0.01%new13F-HRTimelineGroup
Cooper Financial Group20,932$598K0.07%-3213F-HRTimeline
L & S Advisors Inc19,995$572K0.06%-3,95613F-HRTimeline
BayBridge Capital Group, LLC19,779$565K0.36%+1,52113F-HRTimeline
NewEdge Advisors, LLC18,959$542K<0.01%+1,90313F-HRTimeline
Janney Montgomery Scott LLC18,080$517K<0.01%+35013F-HRTimeline
HighTower Advisors, LLC16,848$482K<0.01%+2,25913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,000$457K0.04%-10,00013F-HRTimeline
VestGen Advisors, LLC15,496$441K0.02%+2,90013F-HRTimeline
Merit Financial Group, LLC14,306$409K<0.01%new13F-HRTimeline
Marshall Financial Group, LLC14,102$402K0.08%-10813F-HRTimeline
FULLCIRCLE WEALTH LLC13,583$386K0.14%013F-HRTimeline
Gotham Asset Management, LLC12,757$365K<0.01%+2,29113F-HRTimeline
Moors & Cabot, Inc.11,170$319K0.01%+96613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC11,163$319K0.02%013F-HRTimeline
Authentikos Wealth Advisory, LLC10,727$307K0.21%new13F-HR/ATimeline
COMERICA BANK10,500$300K<0.01%+3,28413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,000$286K0.02%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC9,428$270K0.05%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC8,462$242K0.35%+113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,771$222K0.02%-1,10613F-HRTimeline
Wealth Watch Advisors, INC7,577$217K0.13%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,552$216K<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC6,663$190K0.04%013F-HRTimeline
Fairman Group, LLC5,275$151K0.12%013F-HRTimeline
Aptus Capital Advisors, LLC3,306$94.5K<0.01%new13F-HRTimeline
NFSG Corp3,200$91.5K0.01%+2,82513F-HRTimeline
AE Wealth Management LLC1,658$47.4K<0.01%-81013F-HRTimeline
SBI Securities Co., Ltd.720$20.6K<0.01%+21013F-HRTimeline
Capital A Wealth Management, LLC623$17.5K0.2%new13F-HRTimeline
Larson Financial Group LLC500$14.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC79$2.25K<0.01%+213F-HRTimeline
Luminist Capital LLC11$313<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC4$114<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.