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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 %
WWG
326
West Wealth Group
California
$554K +$554K +13,539 New
SS
327
Simplicity Solutions
Minnesota
$548K -$253K -6,195 -32%
SWA
328
Stratos Wealth Advisors
Ohio
$545K -$9.86K -241 -2%
LPT
329
Legacy Private Trust
Wisconsin
$530K -$685K -16,750 -56%
FCCM
330
First City Capital Management
Georgia
$518K
HI
331
Harbour Investments
Wisconsin
$517K -$158K -3,874 -23%
OWA
332
Opal Wealth Advisors
New York
$517K +$517K +12,630 New
EDRIA
333
Edmonds Duncan Registered Investment Advisors
Kansas
$516K -$10.7M -261,579 -95%
RA
334
RFG Advisory
Alabama
$513K -$1.22M -29,085 -70%
KFS
335
Kelly Financial Services
Massachusetts
$510K +$106K +2,588 +26%
ZB
336
Zions Bancorporation
Utah
$508K +$508K +12,418 New
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$507K +$82.8K +2,025 +20%
SBL
338
Sargent Bickham Lagudis
Colorado
$506K -$175K -4,273 -26%
HIM
339
Hillsdale Investment Management
Ontario, Canada
$501K +$79.3K +1,940 +19%
SSWM
340
Sheets Smith Wealth Management
North Carolina
$500K +$59.8K +1,463 +14%
WW
341
Westshore Wealth
California
$496K +$12.4K +304 +3%
BFC
342
Blue Fin Capital
Rhode Island
$490K -$3.6K -88 -0.7%
PAG
343
Private Advisor Group
New Jersey
$490K -$166K -46,177 -25%
CASC
344
Coppell Advisory Solutions Corp
Texas
$488K +$488K +11,933 New
CAS
345
Coppell Advisory Solutions
Texas
$488K +$488K +11,933 New
RSWM
346
Robertson Stephens Wealth Management
California
$480K -$652K -15,942 -58%
DBIA
347
Dumont & Blake Investment Advisors
New Jersey
$477K +$6.26K +153 +1%
EWM
348
Endowment Wealth Management
Wisconsin
$473K +$12.7K +310 +3%
BLC
349
Brown, Lisle/Cummings
Rhode Island
$470K
ECA
350
Elevated Capital Advisors
Utah
$459K -$1.78M -43,588 -80%