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SPDR Blackstone Senior Loan ETF

389 hedge funds and large institutions have $5.35B invested in SPDR Blackstone Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 223 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+36
Holders Change %
+10.2%
% of All Funds
6.83%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.65%
New
65
Increased
223
Reduced
67
Closed
19
Calls
$465K
Puts
$512K
Net Calls
-$47K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
326
Beaumont Financial Advisors
Massachusetts
$247K -$133K -2,890 -35%
OWA
327
Octavia Wealth Advisors
Ohio
$243K +$243K +5,282 New
RA
328
Riversedge Advisors
Delaware
$240K +$240K +5,224 New
APW
329
Aurora Private Wealth
New Jersey
$240K +$240K +5,225 New
SW
330
SVB Wealth
Massachusetts
$237K +$237K +5,155 New
JMFC
331
J.M. Forbes & Co
Massachusetts
$231K +$553 +12 +0.2%
CSPIA
332
Cary Street Partners Investment Advisory
Virginia
$230K -$1.38K -30 -0.6%
AWM
333
Altus Wealth Management
Kentucky
$216K +$216K +4,695 New
EWM
334
Empirical Wealth Management
Washington
$215K
ML
335
McAdam LLC
Pennsylvania
$206K +$206K +4,481 New
ASN
336
Advisory Services Network
Georgia
$205K -$8.68K -189 -4%
T
337
TRUADVICE
Florida
$203K -$48.7K -1,058 -19%
AC
338
Avestar Capital
New York
$203K +$203K +4,420 New
BF
339
BOK Financial
Oklahoma
$202K +$202K +4,398 New
GTAM
340
Global Trust Asset Management
Florida
$196K +$187K +4,055 +2,079%
William Blair & Company
341
William Blair & Company
Illinois
$180K +$31K +675 +21%
S
342
SignatureFD
Georgia
$164K +$63.5K +1,377 +63%
HA
343
Herold Advisors
New York
$154K +$154K +3,355 New
AWA
344
Arkadios Wealth Advisors
Georgia
$142K +$37.1K +810 +35%
CCM
345
Covington Capital Management
California
$128K -$46 -1 -0%
CAPTRUST Financial Advisors
346
CAPTRUST Financial Advisors
North Carolina
$123K +$10.7K +233 +10%
JCM
347
Jacobi Capital Management
Pennsylvania
$113K +$4.64K +101 +4%
SCA
348
Stonebridge Capital Advisors
Minnesota
$107K -$107K -2,318 -50%
CFD
349
Creative Financial Designs
Indiana
$106K +$30.1K +651 +40%
Bessemer Group
350
Bessemer Group
New Jersey
$100K