SRLN icon

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 %
WIM
326
WealthPlan Investment Management
Nebraska
$396K -$1.34M -32,034 -77%
ACP
327
Aveo Capital Partners
Colorado
$392K +$10.1K +241 +3%
AAS
328
Ameritas Advisory Services
Nebraska
$385K -$20.8M -499,018 -98%
SWA
329
Sightline Wealth Advisors
Connecticut
$382K
WIP
330
WealthCare Investment Partners
Rhode Island
$377K -$160K -3,848 -30%
Corient Private Wealth
331
Corient Private Wealth
Florida
$375K -$96.8K -2,311 -21%
MPW
332
Melone Private Wealth
Michigan
$370K +$86.8K +2,074 +31%
KTC
333
Kistler-Tiffany Companies
Pennsylvania
$363K +$363K +8,680 New
LMKC
334
L.M. Kohn & Company
Ohio
$361K +$461 +11 +0.1%
IA
335
IFP Advisors
Florida
$360K -$137K -3,277 -28%
TIM
336
Tortoise Investment Management
New York
$356K
BOM
337
Bank of Marin
California
$356K -$544 -13 -0.2%
MWPCG
338
Measured Wealth Private Client Group
New Hampshire
$355K +$32K +764 +10%
SI
339
Saxon Interests
Texas
$353K -$37.4K -894 -10%
KFS
340
Kelly Financial Services
Massachusetts
$348K +$13.7K +328 +4%
PCA
341
Prosperity Capital Advisors
Ohio
$347K +$13.1K +312 +4%
RFM
342
Royal Fund Management
Florida
$342K +$342K +8,171 New
WFAG
343
Worth Financial Advisory Group
North Carolina
$339K -$22.4K -535 -6%
QFA
344
Quattro Financial Advisors
Texas
$338K -$130K -3,103 -28%
DI
345
DFPG Investments
Utah
$333K -$17.6K -422 -5%
National Bank of Canada
346
National Bank of Canada
Quebec, Canada
$333K +$5.74K +137 +2%
WP
347
WealthShield Partners
North Carolina
$328K -$20.9K -498 -6%
CT
348
Clearstead Trust
Maine
$322K +$322K +7,700 New
AG
349
Ascent Group
Virginia
$315K +$8.69K +209 +3%
RW
350
RVW Wealth
California
$315K -$274K -6,551 -47%