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SPDR Blackstone Senior Loan ETF

477 hedge funds and large institutions have $4.38B invested in SPDR Blackstone Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
Holders Change %
0%
% of All Funds
6.92%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.48%
New
55
Increased
214
Reduced
155
Closed
47
Calls
$1.07M
Puts
$21.8M
Net Calls
-$20.8M
Net Calls Change
+$39.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
326
Private Trust Company
Ohio
$477K +$37.1K +880 +8%
ACA
327
Aptus Capital Advisors
Alabama
$476K +$404K +9,586 +556%
EM
328
ELCO Management
New York
$472K +$472K +11,200 New
EDRIA
329
Edmonds Duncan Registered Investment Advisors
Kansas
$467K -$61.7K -1,466 -12%
MA
330
MONECO Advisors
Connecticut
$442K +$65.1K +1,545 +17%
WIM
331
WealthPlan Investment Management
Nebraska
$441K -$110K -2,616 -20%
SW
332
Simplicity Wealth
New Jersey
$438K +$149K +3,539 +52%
BOM
333
Bank of Marin
California
$429K +$20.8K +493 +5%
OCM
334
One Capital Management
California
$424K -$43.4K -1,030 -9%
MWM
335
Mascoma Wealth Management
New Hampshire
$423K -$17.1K -405 -4%
CIA
336
Choate Investment Advisors
Massachusetts
$419K +$419K +9,956 New
WFAG
337
Worth Financial Advisory Group
North Carolina
$411K +$52K +1,235 +14%
CCAL
338
City Center Advisors LLC
Michigan
$409K +$409K +9,713 New
FPWM
339
FSB Premier Wealth Management
Iowa
$408K -$41.1K -977 -9%
LA
340
LPF Advisors
Florida
$406K -$21.1K -500 -5%
IA
341
IFP Advisors
Florida
$401K +$505 +12 +0.1%
Betterment LLC
342
Betterment LLC
New York
$400K +$400K +9,490 New
BFC
343
Blue Fin Capital
Rhode Island
$396K
OWA
344
Outlook Wealth Advisors
Texas
$394K +$394K +9,356 New
RIA
345
Realta Investment Advisors
Delaware
$383K -$11.8K -281 -3%
BWM
346
Buska Wealth Management
Wisconsin
$382K +$382K +9,074 New
ACP
347
Aveo Capital Partners
Colorado
$380K +$23.1K +552 +6%
MWM
348
Modern Wealth Management
Kansas
$379K +$57K +1,354 +18%
LMKC
349
L.M. Kohn & Company
Ohio
$372K +$253 +6 +0.1%
SFPG
350
Stonebridge Financial Planning Group
Florida
$372K -$25.1K -596 -6%