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SPDR Blackstone Senior Loan ETF

459 hedge funds and large institutions have $3.23B invested in SPDR Blackstone Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 149 increasing their positions, 223 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-22
Holders Change %
-4.57%
% of All Funds
7.24%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
42
Increased
149
Reduced
223
Closed
59
Calls
$310K
Puts
$21.4M
Net Calls
-$21.1M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
226
RDA Financial Network
Iowa
$1.1M +$21.6K +516 +2%
AWM
227
Adams Wealth Management
Utah
$1.08M +$795K +18,981 +280%
WWG
228
West Wealth Group
California
$1.05M +$606K +14,464 +135%
EIA
229
Eldridge Investment Advisors
New Hampshire
$1.04M +$1.04M +24,783 New
GIA
230
Gladstone Institutional Advisory
Florida
$1.03M -$143K -3,418 -12%
TCWA
231
Ten Capital Wealth Advisors
Washington
$1.03M +$32K +766 +3%
WWM
232
Wagner Wealth Management
South Carolina
$1,000K -$654K -15,620 -40%
SFP
233
Shepherd Financial Partners
Massachusetts
$983K -$18.3K -436 -2%
WCM
234
Windham Capital Management
Massachusetts
$973K
DWM
235
Drive Wealth Management
Utah
$959K +$678K +16,196 +241%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$940K +$528K +12,622 +128%
FAM
237
Frontier Asset Management
Wyoming
$940K -$19.7K -471 -2%
IWA
238
Inspirion Wealth Advisors
Illinois
$938K -$560K -13,382 -37%
UFA
239
US Financial Advisors
Massachusetts
$925K -$10.1K -242 -1%
AGA
240
Arkos Global Advisors
Texas
$924K -$99.5K -2,378 -10%
AA
241
Advisory Alpha
Michigan
$922K +$650K +15,524 +239%
WWA
242
WCG Wealth Advisors
Nevada
$922K -$6.18M -147,645 -87%
CCM
243
Crabel Capital Management
California
$913K +$913K +21,817 New
TWD
244
True Wealth Design
Ohio
$898K +$36.6K +873 +4%
PA
245
Parallel Advisors
California
$896K -$485K -11,594 -35%
AAG
246
Armstrong Advisory Group
Massachusetts
$889K +$165K +3,936 +23%
KWM
247
Kingsview Wealth Management
Oregon
$869K -$144K -3,432 -14%
BEI
248
Benjamin Edwards Inc
Missouri
$862K +$10.2K +244 +1%
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$860K -$150K -3,585 -15%
GWM
250
Greenwich Wealth Management
Connecticut
$845K -$5.24K -125 -0.6%