SPDR Blackstone High Income
HYBL • BATS
SPDR Blackstone High Income is an exchange-traded fund on BATS. As of Q3 2025, 95 institutional investors hold shares in this ETF, with total holdings valued at $409.5M. ZEGA Investments, LLC is the largest holder with a position valued at $36.7M.
Overview
Overview of institutional ownership in HYBL as of Q3 2025
All Institutions
- Institutions
- 95
- Value Held
- $409.5M
- Shares Held
- 14.3M
- Avg Position
- $4.3M
- Median Position
- $938.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $365.5K
- Shares Held
- 12.8K
- Avg Position
- $365.5K
- Median Position
- $365.5K
Biggest Investors
Institutions with the largest positions in HYBL as of Q3 2025
| Institution | Position Value |
|---|---|
 ZEGA Investments, LLC RIA/Wealth | $36.7M 8.45% of portfolio |
C Concord Wealth Partners RIA/Wealth | $31.4M 4.33% of portfolio |
C Concord Asset Management, LLC/VA RIA/Wealth | $29.8M 5.41% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $27.2M 0.01% of portfolio |
 UBS Group AG Institution | $27.1M 0.01% of portfolio |
L LPL Financial LLC Institution | $22.8M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $17.3M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $16.4M 0.00% of portfolio |
 Luken Investment Analytics, LLC RIA/Wealth | $15.9M 6.28% of portfolio |
 Advance Capital Management, Inc. RIA/Wealth | $14.4M 0.63% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HYBL in Q3 2025
- Traded
- +$81.9M
- Buyers
- 66
- Sellers
- 25
- Total Bought
- +$84.3M
- Total Sold
- −$2.4M
- Avg Position
- $4.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$11.4M +398.2K shares |
Luken Investment Analytics, LLC RIA/Wealth | +$8.4M +293.9K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$6.4M +223.9K shares |
L LPL Financial LLC Institution | +$6.3M +218.9K shares |
 WELLS FARGO & COMPANY/MN Institution | +$5.1M +177.5K shares |
O OneAscent Wealth Management LLC RIA/Wealth | +$4.4M +152.4K shares |
A Advisor Group Holdings, Inc. Institution | +$4.2M +145.3K shares |
 Sharkey, Howes & Javer RIA/Wealth | +$3.9M +134.9K shares |
O OneAscent Financial Services LLC RIA/Wealth | +$2.8M +98.2K shares |
ZEGA Investments, LLC RIA/Wealth | +$2.6M +92.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | −$457.4K −16.0K shares |
R ROYAL BANK OF CANADA Institution | −$421.9K −14.7K shares |
 BTC Capital Management, Inc. Long Only Manager | −$285.9K −10.0K shares |
 Wright Fund Managment, LLC Long Only Manager | −$229.2K −8.0K shares |
B BayBridge Capital Group, LLC RIA/Wealth | −$137.5K −4.8K shares |
 PARK AVENUE SECURITIES LLC RIA/Wealth | −$121.8K −4.3K shares |
A Atlantic Trust, LLC Institution | −$98.7K −3.4K shares |
 WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth | −$96.4K −3.4K shares |
 BluePath Capital Management, LLC RIA/Wealth | −$88.9K −3.1K shares |
 Newbridge Financial Services Group, Inc. RIA/Wealth | −$80.9K −2.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HYBL in Q3 2025
- New Positions
- 20
- New Value
- $21.3M
- Exited Positions
- 3
- Exited Value
- $743.7K
New Positions
| Institution | Position Value |
|---|---|
Rockefeller Capital Management L.P. Long Only Manager | $6.4M 223.9K shares |
O OneAscent Wealth Management LLC RIA/Wealth | $4.4M 152.4K shares |
O OneAscent Financial Services LLC RIA/Wealth | $2.8M 98.2K shares |
 TORONTO DOMINION BANK Institution | $2.6M 89.9K shares |
A ATRIA INVESTMENTS LLC Institution | $1.1M 39.3K shares |
O OneAscent Family Office, LLC Institution | $938.6K 32.8K shares |
P Portfolio Strategies, Inc. RIA/Wealth | $558.5K 19.5K shares |
M M.E. ALLISON & CO., INC. Institution | $401.1K 14.0K shares |
 Private Advisor Group, LLC RIA/Wealth | $301.9K 10.5K shares |
 BB&T CORP Institution | $298.9K 10.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | $457.4K 16.0K shares |
BTC Capital Management, Inc. Long Only Manager | $285.9K 10.0K shares |
 Luminist Capital LLC RIA/Wealth | $313.0 11.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in HYBL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HYBL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ZEGA Investments, LLC RIA/Wealth | 8.45% $36.7M |
Luken Investment Analytics, LLC RIA/Wealth | 6.28% $15.9M |
C Concord Asset Management, LLC/VA RIA/Wealth | 5.41% $29.8M |
C Concord Wealth Partners RIA/Wealth | 4.33% $31.4M |
 SK Wealth Management, LLC RIA/Wealth | 1.89% $5.0M |
O OneAscent Wealth Management LLC RIA/Wealth | 1.51% $4.4M |
 ORBA Wealth Advisors, L.L.C. RIA/Wealth | 1.51% $1.8M |
 Hedeker Wealth Management Group, LLC RIA/Wealth | 1.44% $6.9M |
 Collaborative Wealth Managment Inc. RIA/Wealth | 1.08% $2.7M |
Sharkey, Howes & Javer RIA/Wealth | 0.80% $6.0M |
Hedge Fund Spotlight
Discover hedge funds investing in HYBL
Gotham Asset Management, LLC
Hedge Fund • Long/Short
Portfolio ManagerJoel Michael Greenblatt
- Portfolio Value
- $23.1B
- Positions
- 1,678
- Last Reported
- Q3 2025
Sector Allocation
Position in SPDR Blackstone High Income
- Market Value
- $365.5K
- Shares Held
- 12.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $3.7B | 16.23% | |
ETF ETF | $612.1M | 2.65% | |
Semiconductors Technology | $534.2M | 2.32% |
