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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

451 hedge funds and large institutions have $3.2B invested in SPDR Blackstone Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 170 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.19%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
39
Increased
170
Reduced
188
Closed
40
Calls
$566K
Puts
$21.4M
Net Calls
-$20.8M
Net Calls Change
+$229K

Top Buyers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$180M
2
APC
2
Aristotle Pacific Capital
California
$25M
3
AAS
3
Ameritas Advisory Services
Nebraska
$24.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38M
5
SMM
5
Stadion Money Management
Georgia
$16.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$98.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$118M
3
KAM
3
Kensington Asset Management
Texas
$0
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$134M
5
Deutsche Bank
5
Deutsche Bank
Germany
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
226
Comerica Bank
Texas
$1.08M +$1.08M +25,783 New
UFA
227
US Financial Advisors
Massachusetts
$1.07M +$144K +3,442 +16%
RFN
228
RDA Financial Network
Iowa
$1.07M -$31.6K -753 -3%
AWM
229
Axxcess Wealth Management
California
$1.05M +$451K +10,758 +75%
CFS
230
Commonwealth Financial Services
West Virginia
$1.05M +$1.05M +25,033 New
ASN
231
Advisory Services Network
Georgia
$1.05M -$131K -3,125 -11%
BlackRock
232
BlackRock
New York
$1.05M +$1.05M +25,000 New
MCA
233
MSH Capital Advisors
Arizona
$1.05M +$398K +9,488 +61%
AWM
234
Adams Wealth Management
Utah
$1.05M -$34.3K -819 -3%
TFA
235
Transamerica Financial Advisors
Florida
$1.02M +$1,000K +23,835 +5,442%
GM
236
GeoWealth Management
Illinois
$1M -$200K -4,774 -17%
WWG
237
West Wealth Group
California
$987K -$67.2K -1,602 -6%
MCC
238
Money Concepts Capital
Florida
$983K +$150K +3,583 +18%
WCM
239
Windham Capital Management
Massachusetts
$983K +$7.72K +184 +0.8%
FAM
240
Frontier Asset Management
Wyoming
$971K +$30.3K +722 +3%
SFP
241
Shepherd Financial Partners
Massachusetts
$968K -$17K -405 -2%
EP
242
Eudaimonia Partners
Tennessee
$962K +$120K +2,856 +14%
GL
243
Graypoint LLC
New York
$946K +$125K +2,987 +15%
KWM
244
Kingsview Wealth Management
Oregon
$946K +$75.8K +1,807 +9%
AAG
245
Armstrong Advisory Group
Massachusetts
$942K +$52.1K +1,243 +6%
PF
246
Prosperitas Financial
California
$928K +$928K +22,135 New
TWD
247
True Wealth Design
Ohio
$922K +$22K +524 +2%
WWM
248
Wagner Wealth Management
South Carolina
$919K -$82.1K -1,957 -8%
SFPG
249
Stonebridge Financial Planning Group
Florida
$917K -$341K -8,139 -27%
HF
250
HRT Financial
New York
$888K +$888K +21,192 New
8 9
10
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