SPDR BLACKSTONE HIGH INCOME (HYBL) Top Institutional Shareholders

SPDR BLACKSTONE HIGH INCOME (HYBL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $409.22M in HYBL holdings during the latest filing period.

Zega Investments, Llc is currently the largest disclosed institutional shareholder of HYBL tracked by InsiderSet, reporting ownership valued at approximately $52.76M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $52.99M, representing an estimated gain of +0.45% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed HYBL value among the investors covered in this analysis. Major shareholders include Zega Investments, Llc, Raymond James Financial Inc, Concord Wealth Partners, and several other long-term asset managers with concentrated positions in SPDR BLACKSTONE HIGH INCOME (HYBL).

This page ranks the largest institutional HYBL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

90

Total Reported Value

$409.22M

Largest Holder

Zega Investments, Llc

Largest Position

$52.76M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

102

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Zega Investments, Llc9.99%1,894,981$52,756,278$52,993,144+$236,866+0.45%
Raymond James Financial Inc0.01%1,305,316$36,340,011$36,503,162+$163,151+0.45%
Concord Wealth Partners4.39%1,214,293$33,805,929$33,957,704+$151,775+0.45%
Concord Asset Management, Llc/Va5.38%1,142,730$31,813,601$31,956,444+$142,843+0.45%
Morgan Stanley0.00%1,063,385$29,604,678$29,737,562+$132,884+0.45%
Lpl Financial Llc0.01%981,896$27,335,990$27,458,722+$122,732+0.45%
Ubs Group Ag0.00%896,062$24,946,366$25,058,374+$112,008+0.45%
Wells Fargo & Company/Mn0.00%718,719$20,009,130$20,098,977+$89,847+0.45%
Bank Of America Corp0.00%666,803$18,563,795$18,647,146+$83,351+0.45%
Rathbones Group Plc0.05%436,000$12,138,240$12,192,740+$54,500+0.45%
Decker Wealth Management Llc2.66%426,178$12,120,502$11,918,068-$202,434-1.67%
Advance Capital Management, Inc.0.39%372,995$10,384,189$10,430,805+$46,616+0.45%
Luken Investment Analytics, Llc3.49%327,861$9,127,650$9,168,633+$40,983+0.45%
Oneascent Financial Services Llc0.40%266,091$7,407,968$7,441,235+$33,267+0.45%
Hedeker Wealth, Llc1.40%238,334$6,635,232$6,665,010+$29,778+0.45%
Equitable Holdings, Inc.0.04%226,926$6,453,775$6,345,986-$107,789-1.67%
Osaic Holdings, Inc.0.01%191,233$5,324,573$5,347,831+$23,258+0.44%
Royal Bank Of Canada0.00%187,902$5,231,000$5,254,679+$23,679+0.45%
Cwm, Llc0.01%176,317$4,908,657$4,930,705+$22,048+0.45%
Inspire Advisors, Llc0.35%153,528$4,274,209$4,293,411+$19,202+0.45%
Oneascent Wealth Management Llc1.40%152,287$4,239,670$4,258,706+$19,036+0.45%
Sk Wealth Management, Llc1.08%140,337$3,897,858$3,924,524+$26,666+0.68%
Jane Street Group, Llc0.00%120,399$3,351,908$3,366,958+$15,050+0.45%
Auour Investments Llc0.93%105,845$2,946,733$2,959,955+$13,222+0.45%
Sharkey, Howes & Javer0.35%92,402$2,572,470$2,584,022+$11,552+0.45%
Wealth Watch Advisors, Inc0.73%62,508$1,740,223$1,748,036+$7,813+0.45%
Envestnet Asset Management Inc0.00%62,189$1,731,350$1,739,115+$7,765+0.45%
Oneascent Family Office, Llc1.08%55,738$1,551,746$1,558,713+$6,967+0.45%
Orba Wealth Advisors, L.L.C.1.82%54,701$1,522,867$1,529,713+$6,846+0.45%
Independent Advisor Alliance0.01%50,112$1,395,127$1,401,382+$6,255+0.45%
Newedge Wealth, Llc0.02%46,648$1,298,674$1,304,511+$5,837+0.45%
Savvy Advisors, Inc.0.03%44,938$1,251,074$1,256,691+$5,617+0.45%
Stifel Financial Corp0.00%38,814$1,080,580$1,085,434+$4,854+0.45%
Mml Investors Services, Llc0.00%36,874$1,026,573$1,031,181+$4,608+0.45%
Private Advisor Group, Llc0.00%36,803$1,024,606$1,029,196+$4,590+0.45%
Highpoint Advisor Group Llc0.04%35,783$996,196$1,000,672+$4,476+0.45%
Atria Investments, Inc0.01%35,388$985,202$989,625+$4,423+0.45%
L & S Advisors Inc0.12%34,607$963,463$967,785+$4,322+0.45%
Gotham Asset Management, Llc0.00%34,192$951,905$956,179+$4,274+0.45%
Sheets Smith Wealth Management0.10%30,684$854,243$858,078+$3,835+0.45%
Creative Planning0.00%28,015$779,938$783,439+$3,501+0.45%
Collaborative Wealth Managment Inc.0.35%27,195$757,098$760,508+$3,410+0.45%
Saxony Capital Management, Llc0.38%23,795$662,453$665,427+$2,974+0.45%
Portfolio Strategies, Inc.0.07%20,729$577,095$579,686+$2,591+0.45%
Hanover Advisors Inc0.23%20,234$563,315$565,844+$2,529+0.45%
Triad Wealth Partners, Llc0.04%19,937$555,046$557,538+$2,492+0.45%
Gateway Wealth Partners, Llc0.02%18,860$525,064$527,420+$2,356+0.45%
Moors & Cabot, Inc.0.02%18,696$520,497$522,834+$2,337+0.45%
Authentikos Wealth Advisory, Llc0.33%17,793$495,348$497,581+$2,233+0.45%
Newedge Advisors, Llc0.02%10,000$489,496$279,650-$209,846-42.87%

Frequently asked questions about HYBL

  • Who owns the most HYBL stock?

    The largest holders of HYBL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR BLACKSTONE HIGH INCOME (HYBL).

  • Is HYBL widely held by superinvestors?

    Many widely followed stocks like HYBL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYBL is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.