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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

477 hedge funds and large institutions have $4B invested in SPDR Blackstone Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+26
Holders Change %
+5.76%
% of All Funds
6.99%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
72
Increased
168
Reduced
189
Closed
41
Calls
$1.28M
Puts
$61.8M
Net Calls
-$60.6M
Net Calls Change
-$39.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$528M
2
Bank of America
Bank of America
North Carolina
$274M
3
Goldman Sachs
Goldman Sachs
New York
$166M
4
SIM
Symetra Investment Management
Connecticut
$60.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$76.7M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$339K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.26M
3
OPAM
Ocean Park Asset Management
California
$43.7M
4
PCIG
Partners Capital Investment Group
Massachusetts
$117M
5
SMM
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
326
LJI Wealth Management
Indiana
$457K +$3.15K +75 +0.7%
GJWM
327
Gilliland Jeter Wealth Management
Arkansas
$451K +$451K +10,748 New
FPWM
328
FSB Premier Wealth Management
Iowa
$447K +$24.7K +588 +6%
APW
329
Austin Private Wealth
Texas
$442K -$155K -3,692 -26%
US Bancorp
330
US Bancorp
Minnesota
$441K +$379K +9,033 +612%
MWM
331
Mascoma Wealth Management
New Hampshire
$438K -$4.82K -115 -1%
PTC
332
Private Trust Company
Ohio
$438K +$5.2K +124 +1%
AI
333
Auour Investments
Massachusetts
$430K -$8.82K -210 -2%
LA
334
LPF Advisors
Florida
$425K +$425K +10,136 New
CAAS
335
Capital Asset Advisory Services
Michigan
$407K -$13.3K -317 -3%
BOM
336
Bank of Marin
California
$406K -$80.8K -1,927 -17%
IA
337
IFP Advisors
Florida
$399K -$27.5K -657 -6%
SFPG
338
Stonebridge Financial Planning Group
Florida
$395K -$522K -12,451 -57%
BFC
339
Blue Fin Capital
Rhode Island
$394K -$426K -10,169 -52%
RIA
340
Realta Investment Advisors
Delaware
$393K -$155K -3,702 -28%
CCFM
341
Clear Creek Financial Management
Washington
$377K +$377K +8,991 New
MFGM
342
Marshall Financial Group (Maryland)
Maryland
$376K -$50.2K -1,198 -12%
MA
343
MONECO Advisors
Connecticut
$375K +$375K +8,953 New
LSA
344
L & S Advisors
California
$373K -$10.4M -248,950 -97%
SFG
345
Summit Financial Group
West Virginia
$371K -$31.4K -750 -8%
WIP
346
WealthCare Investment Partners
Rhode Island
$370K -$12.7K -304 -3%
LMKC
347
L.M. Kohn & Company
Ohio
$370K +$755 +18 +0.2%
MWM
348
Meridian Wealth Management
Kentucky
$367K -$25K -597 -6%
ACP
349
Aveo Capital Partners
Colorado
$358K -$28.4K -677 -7%
WFAG
350
Worth Financial Advisory Group
North Carolina
$357K +$9.39K +224 +3%
12 13
14
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