HYBL Institutional Ownership & Shareholders
SPDR BLACKSTONE HIGH INCOME (HYBL) is currently held by 99 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $446.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Zega Investments, Llc is currently the largest disclosed institutional shareholder of HYBL tracked by InsiderSet, reporting ownership valued at approximately $54.04M in its June 30, 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 $52.61M, representing an estimated loss of -2.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
99
Total Reported Value
$446.07M
Largest Holder
Zega Investments, Llc
Largest Position
$54.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Zega Investments, Llc | 9.02% | 1,933,377 | $54,037,900 | $52,607,188 | -$1,430,712 | -2.65% | |
| Raymond James Financial Inc | 0.01% | 1,470,601 | $41,103,314 | $40,015,053 | -$1,088,261 | -2.65% | |
| Concord Wealth Partners | 4.04% | 1,259,188 | $34,715,822 | $34,262,505 | -$453,317 | -1.31% | |
| Morgan Stanley | 0.00% | 1,239,465 | $34,643,065 | $33,725,843 | -$917,222 | -2.65% | |
| Concord Asset Management, Llc/Va | 5.16% | 1,220,816 | $33,657,903 | $33,218,403 | -$439,500 | -1.31% | |
| Lpl Financial Llc | 0.01% | 1,031,256 | $28,823,614 | $28,060,476 | -$763,138 | -2.65% | |
| Ubs Group Ag | 0.00% | 1,024,477 | $28,634,132 | $27,876,019 | -$758,113 | -2.65% | |
| Bank Of America Corp | 0.00% | 613,243 | $17,140,142 | $16,686,342 | -$453,800 | -2.65% | |
| Wells Fargo & Company/Mn | 0.00% | 592,897 | $16,571,461 | $16,132,727 | -$438,734 | -2.65% | |
| Rathbones Group Plc | 0.04% | 436,000 | $12,186,200 | $11,863,560 | -$322,640 | -2.65% | |
| Advance Capital Management, Inc. | 0.37% | 410,330 | $11,468,715 | $11,165,079 | -$303,636 | -2.65% | |
| Decker Wealth Management Llc | 2.02% | 360,317 | $9,933,950 | $9,804,226 | -$129,724 | -1.31% | |
| Luken Investment Analytics, Llc | 2.89% | 296,160 | $8,277,672 | $8,058,514 | -$219,158 | -2.65% | |
| Oneascent Financial Services Llc | 0.38% | 282,794 | $7,904,090 | $7,694,825 | -$209,265 | -2.65% | |
| Equitable Holdings, Inc. | 0.04% | 265,148 | $7,410,880 | $7,214,677 | -$196,203 | -2.65% | |
| Hedeker Wealth, Llc | 1.29% | 254,671 | $7,021,293 | $6,929,598 | -$91,695 | -1.31% | |
| Jane Street Group, Llc | 0.00% | 182,564 | $5,102,664 | $4,967,566 | -$135,098 | -2.65% | |
| Cwm, Llc | 0.01% | 176,317 | $4,908,657 | $4,797,586 | -$111,071 | -2.26% | |
| Royal Bank Of Canada | 0.00% | 171,887 | $4,804,000 | $4,677,045 | -$126,955 | -2.64% | |
| Farther Finance Advisors, Llc | 0.03% | 169,907 | $4,684,336 | $4,623,169 | -$61,167 | -1.31% | |
| Auour Investments Llc | 1.23% | 157,800 | $4,350,556 | $4,293,738 | -$56,818 | -1.31% | |
| Oneascent Wealth Management Llc | 1.24% | 148,273 | $4,144,230 | $4,034,508 | -$109,722 | -2.65% | |
| Old Mission Capital Llc | 0.10% | 139,938 | $3,911,267 | $3,807,713 | -$103,554 | -2.65% | |
| Virtue Capital Management, Llc | 0.49% | 136,993 | $3,776,885 | $3,727,580 | -$49,305 | -1.31% | |
| Coppell Advisory Solutions Llc | 0.28% | 227,894 | $3,431,386 | $6,200,996 | +$2,769,610 | +80.71% | |
| Osaic Holdings, Inc. | 0.00% | 116,837 | $3,266,250 | $3,179,135 | -$87,115 | -2.67% | |
| Breakwater Investment Management | 1.04% | 113,375 | $3,125,754 | $3,084,934 | -$40,820 | -1.31% | |
| Wealth Watch Advisors, Inc | 0.97% | 107,230 | $2,997,079 | $2,917,728 | -$79,351 | -2.65% | |
| Orba Wealth Advisors, L.L.C. | 2.10% | 89,263 | $2,460,973 | $2,428,846 | -$32,127 | -1.31% | |
| Oneascent Family Office, Llc | 1.22% | 86,560 | $2,419,352 | $2,355,298 | -$64,054 | -2.65% | |
| Inspire Advisors, Llc | 0.15% | 76,555 | $2,139,725 | $2,083,062 | -$56,663 | -2.65% | |
| Midwest Financial Network, Llc | 1.42% | 75,714 | $2,087,426 | $2,060,178 | -$27,248 | -1.31% | |
| Sk Wealth Management, Llc | 0.45% | 71,958 | $2,012,662 | $1,957,977 | -$54,685 | -2.72% | |
| Baybridge Capital Group, Llc | 0.73% | 50,558 | $1,393,873 | $1,375,683 | -$18,190 | -1.30% | |
| Highpoint Advisor Group Llc | 0.05% | 47,371 | $1,324,033 | $1,288,965 | -$35,068 | -2.65% | |
| Savvy Advisors, Inc. | 0.03% | 44,766 | $1,251,204 | $1,218,083 | -$33,121 | -2.65% | |
| Mml Investors Services, Llc | 0.00% | 44,278 | $1,237,579 | $1,204,804 | -$32,775 | -2.65% | |
| Stifel Financial Corp | 0.00% | 43,414 | $1,213,420 | $1,181,295 | -$32,125 | -2.65% | |
| Newedge Wealth, Llc | 0.01% | 42,872 | $1,198,279 | $1,166,547 | -$31,732 | -2.65% | |
| Envestnet Asset Management Inc | 0.00% | 41,084 | $1,148,308 | $1,117,896 | -$30,412 | -2.65% | |
| Gotham Asset Management, Llc | 0.00% | 40,301 | $1,126,413 | $1,096,590 | -$29,823 | -2.65% | |
| Toronto Dominion Bank | 0.00% | 39,766 | $1,111,460 | $1,082,033 | -$29,427 | -2.65% | |
| Sharkey, Howes & Javer | 0.13% | 38,629 | $1,065,002 | $1,051,095 | -$13,907 | -1.31% | |
| Private Advisor Group, Llc | 0.00% | 36,835 | $1,029,547 | $1,002,280 | -$27,267 | -2.65% | |
| Western Wealth Management, Llc | 0.03% | 35,369 | $988,564 | $962,390 | -$26,174 | -2.65% | |
| L & S Advisors Inc | 0.10% | 34,865 | $974,480 | $948,677 | -$25,803 | -2.65% | |
| Legacy Wealth Managment, Llc/Id | 0.40% | 34,680 | $969,309 | $943,643 | -$25,666 | -2.65% | |
| Sheets Smith Wealth Management | 0.10% | 34,336 | $946,644 | $934,283 | -$12,361 | -1.31% | |
| Atria Investments, Inc | 0.01% | 33,593 | $926,159 | $914,066 | -$12,093 | -1.31% | |
| Citadel Advisors Llc | 0.00% | 28,108 | $785,619 | $764,819 | -$20,800 | -2.65% |
Frequently asked questions about HYBL
Who are the largest institutional holders of HYBL?
The largest institutional holders of HYBL reported in the latest SEC Form 13F filings include Zega Investments, Llc, Raymond James Financial Inc, Concord Wealth Partners, Morgan Stanley, and Concord Asset Management, Llc/Va. InsiderSet ranks institutional holders by their latest reported HYBL position.
What is HYBL institutional ownership?
This page tracks HYBL positions reported by institutional investment managers through SEC Form 13F. SPDR BLACKSTONE HIGH INCOME (HYBL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYBL?
InsiderSet currently tracks 99 institutional managers reporting HYBL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HYBL shareholders.
How much HYBL stock do institutions own?
Institutional investment managers disclosed approximately $446.07M in HYBL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYBL institutional ownership last updated?
The latest HYBL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HYBL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HYBL position after the reporting date.
Are institutions buying or selling HYBL?
Institutional buying and selling can be analyzed by comparing HYBL positions across consecutive 13F reporting periods. InsiderSet's HYBL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYBL ownership changes.
How has HYBL institutional ownership changed over time?
InsiderSet tracks HYBL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.