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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

525 hedge funds and large institutions have $7.1B invested in SPDR Blackstone Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 241 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
6.99%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
74
Increased
241
Reduced
152
Closed
42
Calls
$2.02M
Puts
$2.03M
Net Calls
-$16K
Net Calls Change
-$341K

Top Buyers

1
OPAM
Ocean Park Asset Management
California
+$315M
2
BlackRock
BlackRock
New York
+$264M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$115M
4
Goldman Sachs
Goldman Sachs
New York
+$103M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$93.3M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$243M
2
IAIM
International Assets Investment Management
Florida
-$98.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$55.9M
4
CMF
Counterpoint Mutual Funds
California
-$48.5M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
301
Peddock Capital Advisors
Massachusetts
$642K +$31K +743 +5%
LWL
302
Leo Wealth LLC
Texas
$631K -$1.92K -46 -0.3%
GWM
303
Greenwich Wealth Management
Connecticut
$628K +$2.09K +50 +0.3%
CAAS
304
Capital Asset Advisory Services
Michigan
$620K -$24.9K -594 -4%
SFP
305
Shepherd Financial Partners
Massachusetts
$615K -$17.6K -421 -3%
KWA
306
Kingswood Wealth Advisors
California
$612K -$102K -2,433 -14%
FA
307
FDx Advisors
Illinois
$611K +$611K +14,653 New
DA
308
Dover Advisors
Virginia
$609K +$609K +14,600 New
AF
309
Allworth Financial
California
$609K +$357K +8,503 +141%
PWA
310
Primoris Wealth Advisors
Florida
$605K +$12.7K +305 +2%
CA
311
Cornerstone Advisory
Maryland
$604K +$378K +9,064 +167%
Allspring Global Investments
312
Allspring Global Investments
North Carolina
$597K – – –
RA
313
RFG Advisory
Alabama
$594K -$74.1K -1,775 -11%
WWM
314
Western Wealth Management
Colorado
$593K -$4.04M -96,730 -87%
BSTWA
315
Blake Schutter Theil Wealth Advisors
Ohio
$589K +$1.42K +34 +0.2%
WWM
316
Wagner Wealth Management
South Carolina
$587K +$15.6K +373 +3%
DWM
317
Diversify Wealth Management
Utah
$565K +$272K +6,506 +93%
KCM
318
Kennicott Capital Management
California
$561K +$61K +1,463 +12%
IPA
319
Investment Planning Advisors
Georgia
$559K +$20.7K +495 +4%
DWM
320
Dakota Wealth Management
Florida
$557K -$71.2K -1,705 -11%
EM
321
ELCO Management
New York
$553K +$2.09K +50 +0.4%
HI
322
Harbour Investments
Wisconsin
$549K -$54.7K -1,311 -9%
DCM
323
Dimension Capital Management
Florida
$543K +$543K +13,020 New
MTC
324
Matrix Trust Company
Colorado
$541K +$473K +11,323 +694%
PTC
325
Private Trust Company
Ohio
$531K +$26.4K +633 +5%
11 12
13
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