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SPDR Blackstone Senior Loan ETF
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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 %
CCA
301
Column Capital Advisors
Indiana
$503K +$503K +12,000 New
BLC
302
Brown, Lisle/Cummings
Rhode Island
$502K +$21K +500 +4%
LCGC
303
Legacy Capital Group California
California
$494K -$75.4K -1,798 -13%
CAS
304
Coppell Advisory Solutions
Texas
$488K -$76.4K -1,869 -14%
BOM
305
Bank of Marin
California
$487K +$130K +3,108 +37%
FCCM
306
First City Capital Management
Georgia
$485K – – –
AFO
307
Arrowroot Family Office
California
$472K -$9.1K -217 -2%
RFS
308
Retirement Financial Solutions
Tennessee
$468K +$468K +11,150 New
TSS
309
Two Sigma Securities
New York
$458K +$458K +10,925 New
LWM
310
LJI Wealth Management
Indiana
$454K -$20.1K -480 -4%
HI
311
Harbour Investments
Wisconsin
$451K +$25.5K +609 +6%
AWM
312
Avitas Wealth Management
California
$450K +$2.77K +66 +0.6%
EWM
313
Endowment Wealth Management
Wisconsin
$449K -$21K -502 -4%
PIWA
314
Prevail Innovative Wealth Advisors
Kansas
$447K +$447K +10,649 New
MWM
315
Mascoma Wealth Management
New Hampshire
$443K +$350K +8,344 +375%
MWPCG
316
Measured Wealth Private Client Group
New Hampshire
$440K +$84.4K +2,012 +24%
OCM
317
One Capital Management
California
$436K -$84.9K -2,025 -16%
AI
318
Auour Investments
Massachusetts
$434K +$13.4K +322 +3%
PTC
319
Private Trust Company
Ohio
$432K -$1.01K -24 -0.2%
IA
320
IFP Advisors
Florida
$427K +$66.3K +1,581 +18%
MFGM
321
Marshall Financial Group (Maryland)
Maryland
$426K -$114K -2,716 -21%
FPWM
322
FSB Premier Wealth Management
Iowa
$422K -$11.2K -268 -3%
CAAS
323
Capital Asset Advisory Services
Michigan
$417K -$5.41K -130 -1%
SFG
324
Summit Financial Group
West Virginia
$403K -$84.9K -2,024 -17%
MWM
325
Meridian Wealth Management
Kentucky
$392K -$127K -3,035 -25%
11 12
13
14 15