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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 %
GIA
251
Gladstone Institutional Advisory
Florida
$859K -$176K -4,200 -17%
AGA
252
Arkos Global Advisors
Texas
$847K -$78.7K -1,876 -8%
MYIA
253
Mount Yale Investment Advisors
Colorado
$823K +$44.3K +1,056 +6%
BFC
254
Blue Fin Capital
Rhode Island
$821K +$390K +9,293 +90%
WWA
255
WCG Wealth Advisors
Nevada
$820K -$111K -2,631 -12%
PA
256
Parallel Advisors
California
$820K -$77.4K -1,846 -9%
SEI Investments
257
SEI Investments
Pennsylvania
$814K +$49.9K +1,189 +7%
GWM
258
Greenwich Wealth Management
Connecticut
$796K -$50.3K -1,200 -6%
SFS
259
Sowell Financial Services
Arkansas
$779K -$8.93K -213 -1%
IWM
260
IHT Wealth Management
Illinois
$761K +$238K +5,669 +45%
CA
261
Cetera Advisors
Colorado
$727K +$176K +4,196 +32%
JWCA
262
J.W. Cole Advisors
Florida
$720K -$7.72K -184 -1%
YIA
263
YHB Investment Advisors
Connecticut
$710K -$4.19K -100 -0.6%
CTA
264
Chesley Taft & Associates
Illinois
$699K – – –
PCA
265
Peddock Capital Advisors
Massachusetts
$697K -$15.9K -379 -2%
FHA
266
Flagship Harbor Advisors
Massachusetts
$694K -$7.46K -178 -1%
CWM
267
Collaborative Wealth Management
Florida
$694K -$74.1K -1,768 -10%
BRWA
268
B. Riley Wealth Advisors
Florida
$679K +$57.4K +1,368 +9%
RCM
269
Raleigh Capital Management
North Carolina
$676K +$71.7K +1,709 +12%
CS
270
Credit Suisse
Switzerland
$665K -$86.8K -2,069 -12%
JIR
271
James Investment Research
Ohio
$653K – – –
PWA
272
Primoris Wealth Advisors
Florida
$647K -$20.8K -496 -3%
ML
273
McAdam LLC
Pennsylvania
$641K +$40.3K +962 +7%
AFP
274
Ausdal Financial Partners
Iowa
$640K -$1.3K -31 -0.2%
MFS
275
McNamara Financial Services
Massachusetts
$630K +$15K +358 +2%
9 10
11
12 13