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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 %
CFB
301
Cullen/Frost Bankers
Texas
$521K -$176K -4,195 -25%
OCM
302
One Capital Management
California
$520K -$243K -5,813 -32%
MWM
303
Meridian Wealth Management
Kentucky
$518K -$411K -9,809 -44%
HIM
304
Hillsdale Investment Management
Ontario, Canada
$513K
FCC
305
Florin Court Capital
United Kingdom
$507K +$247K +5,900 +95%
DBIA
306
Dumont & Blake Investment Advisors
New Jersey
$504K +$10.1K +242 +2%
SFG
307
Summit Financial Group
West Virginia
$487K -$6.91K -165 -1%
FCCM
308
First City Capital Management
Georgia
$485K -$25.1K -600 -5%
SOS
309
Silver Oak Securities
Tennessee
$484K -$28.1K -670 -5%
Baird Financial Group
310
Baird Financial Group
Wisconsin
$482K -$1.15M -27,460 -70%
BLC
311
Brown, Lisle/Cummings
Rhode Island
$481K
AFO
312
Arrowroot Family Office
California
$480K -$477K -11,391 -50%
Lido Advisors
313
Lido Advisors
California
$474K -$572K -13,654 -55%
LWM
314
LJI Wealth Management
Indiana
$473K -$119K -2,850 -20%
EWM
315
Endowment Wealth Management
Wisconsin
$469K -$12.9K -308 -3%
AWM
316
Avitas Wealth Management
California
$447K +$12.8K +306 +3%
PTC
317
Private Trust Company
Ohio
$433K -$540K -12,895 -56%
FPWM
318
FSB Premier Wealth Management
Iowa
$433K -$10.7K -256 -2%
BFC
319
Blue Fin Capital
Rhode Island
$430K -$71.7K -1,712 -14%
CAAS
320
Capital Asset Advisory Services
Michigan
$425K -$32.9K -785 -7%
HI
321
Harbour Investments
Wisconsin
$425K +$377 +9 +0.1%
AI
322
Auour Investments
Massachusetts
$424K +$424K +10,118 New
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$419K +$187K +4,471 +81%
GSIS
324
Global Strategic Investment Solutions
Arizona
$417K +$628 +15 +0.2%
GLA
325
Good Life Advisors
Pennsylvania
$403K +$403K +9,633 New