SWM
BSL

Spire Wealth Management’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Spire Wealth Management’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,444
Closed -$76.9K – 2401
2025
Q1 		$76.9K Buy
5,444
+157
+3% +$2.24K ﹤0.01% 1138
2024
Q4 		$75.8K Buy
5,287
+83
+2% +$1.19K ﹤0.01% 1137
2024
Q3 		$73.5K Buy
5,204
+123
+2% +$1.74K ﹤0.01% 1011
2024
Q2 		$71.2K Buy
5,081
+81
+2% +$1.15K ﹤0.01% 1001
2024
Q1 		$71.7K Sell
5,000
-1,009
-17% -$14K ﹤0.01% 1097
2023
Q4 		$80.5K Buy
6,009
+9
+0.2% +$117 ﹤0.01% 1056
2023
Q3 		$79.5K Hold
6,000
– – ﹤0.01% 1016
2023
Q2 		$76.9K Hold
6,000
– – ﹤0.01% 1053
2023
Q1 		$76K Buy
+6,000
New +$77.3K ﹤0.01% 1044
2022
Q1 		– Sell
-6,809
Closed -$117K – 2556
2021
Q4 		$117K Buy
+6,809
New +$113K ﹤0.01% 1332
2021
Q2 		– Sell
-6,809
Closed -$105K – 2629
2021
Q1 		$105K Buy
+6,809
New +$101K ﹤0.01% 1383

Other funds holding BSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $265M AUM 14.46% 1-Year Est. Return

Spire Wealth Management's BSL Position: Q2 2025 in Review

Spire Wealth Management sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q2 2025, closing a stake of 5,444 shares — an estimated $76.9K sold.

Spire Wealth Management first reported a position in BSL in Q1 2021 and held it in 11 quarters. The position peaked at $117K in Q4 2021. 40 funds tracked by Wall St. Rank hold BSL as of Q2 2025.

  • Spire Wealth Management reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 5,444 Blackstone Senior Floating Rate 2027 Term Fund shares in Q2 2025, an estimated $76.9K.
  • Spire Wealth Management first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $117K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.