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SPDR Blackstone Senior Loan ETF
SRLN

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 %
PI
326
PFG Investments
New York
$389K +$389K +9,275 New
ACP
327
Aveo Capital Partners
Colorado
$386K -$5.95K -142 -2%
AWA
328
Arete Wealth Advisors
Illinois
$383K -$416K -9,916 -52%
WIP
329
WealthCare Investment Partners
Rhode Island
$380K +$3.41K +82 +0.9%
LMKC
330
L.M. Kohn & Company
Ohio
$369K +$7.63K +182 +2%
CPW
331
Catalyst Private Wealth
California
$365K +$365K +8,712 New
TIM
332
Tortoise Investment Management
New York
$357K – – –
WFAG
333
Worth Financial Advisory Group
North Carolina
$348K +$8.43K +201 +2%
EB
334
Eastern Bank
Massachusetts
$347K -$263K -6,270 -43%
KFS
335
Kelly Financial Services
Massachusetts
$341K -$8.01K -191 -2%
Corient Private Wealth
336
Corient Private Wealth
Florida
$340K -$35.3K -843 -9%
QFA
337
Quattro Financial Advisors
Texas
$339K – – –
BWP
338
Balboa Wealth Partners
Arizona
$333K +$124K +2,961 +59%
AUIM
339
Aegon USA Investment Management
Iowa
$328K -$905K -21,585 -73%
CT
340
Clearstead Trust
Maine
$323K – – –
CA
341
Clearstead Advisors
Ohio
$323K +$323K +7,700 New
WP
342
WealthShield Partners
North Carolina
$322K -$7.17K -171 -2%
RW
343
RVW Wealth
California
$319K +$4.03K +96 +1%
MPW
344
Melone Private Wealth
Michigan
$317K -$53.5K -1,277 -14%
NWA
345
Navis Wealth Advisors
New York
$314K – – –
FFWM
346
Future Financial Wealth Management
Ohio
$301K – – –
PFGIA
347
Patriot Financial Group Insurance Agency
Massachusetts
$297K -$10.7K -255 -3%
Baird Financial Group
348
Baird Financial Group
Wisconsin
$291K -$192K -4,571 -40%
OWA
349
Octavia Wealth Advisors
Ohio
$287K -$5.03K -120 -2%
National Bank of Canada
350
National Bank of Canada
Quebec, Canada
$279K -$50.9K -1,225 -15%
12 13
14
15 16