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SPDR Blackstone Senior Loan ETF

512 hedge funds and large institutions have $4.61B invested in SPDR Blackstone Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 134 increasing their positions, 256 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
8.26%
Holding in Top 10
31
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-29.55%
% of All Funds
0.5%
New
85
Increased
134
Reduced
256
Closed
82
Calls
$6.92M
Puts
$95.9M
Net Calls
-$89M
Net Calls Change
+$7.48M
Name Holding Trade Value Shares
Change
Shares
Change %
TWD
276
True Wealth Design
Ohio
$925K +$925K +22,619 New
FAM
277
Frontier Asset Management
Wyoming
$922K +$644K +15,752 +232%
RW
278
RVW Wealth
California
$896K +$264K +6,463 +42%
RCM
279
Raleigh Capital Management
North Carolina
$883K -$476K -11,642 -35%
TPWM
280
Twelve Points Wealth Management
Massachusetts
$881K -$11.4K -279 -1%
CRWM
281
Castle Rock Wealth Management
California
$879K -$2.53K -60 -0.3%
3AM
282
3EDGE Asset Management
Florida
$878K -$281K -6,871 -24%
GWM
283
Greenwich Wealth Management
Connecticut
$877K -$1M -24,478 -53%
UFA
284
US Financial Advisors
Massachusetts
$866K +$21K +513 +2%
WMR
285
Wealth Management Resources
Rhode Island
$821K -$8.51M -207,999 -91%
ACM
286
Anfield Capital Management
California
$814K -$368K -9,000 -31%
MFS
287
McNamara Financial Services
Massachusetts
$813K +$26.9K +657 +3%
LNC
288
Lincoln National Corp
Pennsylvania
$809K -$916K -22,403 -53%
DCM
289
Dimension Capital Management
Florida
$803K
DA
290
Detalus Advisors
Missouri
$799K -$664K -16,243 -45%
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$794K -$7.53M -184,237 -90%
BRWA
292
B. Riley Wealth Advisors
Florida
$793K -$422K -10,309 -35%
TCWA
293
Ten Capital Wealth Advisors
Washington
$793K +$142K +3,465 +22%
LFGH
294
Lee Financial Group Hawaii
Hawaii
$781K +$20K +490 +3%
FPWM
295
FSB Premier Wealth Management
Iowa
$756K -$32.2K -788 -4%
PPP
296
Private Portfolio Partners
New Jersey
$712K -$251K -6,125 -26%
UCFA
297
United Capital Financial Advisors
Texas
$695K -$669K -16,362 -49%
CG
298
Colony Group
Massachusetts
$688K -$3.38M -82,490 -83%
CFB
299
Cullen/Frost Bankers
Texas
$680K -$7.85K -192 -1%
GWM
300
Geneos Wealth Management
Colorado
$667K -$1.35K -33 -0.2%