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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

525 hedge funds and large institutions have $7.1B invested in SPDR Blackstone Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 241 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
6.99%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
74
Increased
241
Reduced
152
Closed
42
Calls
$2.02M
Puts
$2.03M
Net Calls
-$16K
Net Calls Change
-$341K

Top Buyers

1
OPAM
Ocean Park Asset Management
California
+$315M
2
BlackRock
BlackRock
New York
+$264M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$115M
4
Goldman Sachs
Goldman Sachs
New York
+$103M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$93.3M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$243M
2
IAIM
International Assets Investment Management
Florida
-$98.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$55.9M
4
CMF
Counterpoint Mutual Funds
California
-$48.5M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
326
Prosperity Consulting Group
Maryland
$521K +$27.6K +661 +6%
Betterment LLC
327
Betterment LLC
New York
$520K +$42.9K +1,028 +9%
Focus Partners Wealth
328
Focus Partners Wealth
Massachusetts
$515K -$30.4K -728 -6%
PG
329
Patten Group
Tennessee
$513K +$84K +2,012 +20%
PWM
330
Prentice Wealth Management
New York
$510K -$7.92M -189,804 -94%
RWP
331
Ridgeline Wealth Planning
Ohio
$503K +$503K +12,061 New
SS
332
SBI Securities
Japan
$496K +$496K +11,874 New
AIM
333
Advyzon Investment Management
Illinois
$488K +$488K +11,704 New
CWM
334
Collaborative Wealth Management
Florida
$484K -$88.8K -2,127 -16%
AFP
335
Ausdal Financial Partners
Iowa
$479K +$15.4K +370 +3%
AWM
336
Avitas Wealth Management
California
$468K +$30.2K +724 +7%
AAG
337
Armstrong Advisory Group
Massachusetts
$460K +$20.5K +491 +5%
MYIA
338
Mount Yale Investment Advisors
Colorado
$460K -$81.2K -1,945 -15%
AI
339
Auour Investments
Massachusetts
$455K -$10.7K -254 -2%
RFS
340
Retirement Financial Solutions
Tennessee
$452K -$250K -5,999 -36%
ACA
341
Aptus Capital Advisors
Alabama
$451K -$2.63K -63 -0.6%
DWG
342
Darden Wealth Group
Michigan
$451K +$8.35K +200 +2%
NA
343
Novus Advisors
South Carolina
$449K +$449K +10,754 New
SAG
344
SageView Advisory Group
California
$448K +$113K +2,707 +34%
Kovitz Investment Group Partners
345
Kovitz Investment Group Partners
Illinois
$446K +$83.2K +1,994 +23%
WFAG
346
Worth Financial Advisory Group
North Carolina
$444K +$5.55K +133 +1%
ACP
347
Aveo Capital Partners
Colorado
$444K +$5.26K +126 +1%
NONA
348
Ninety One North America
New York
$442K +$442K +10,600 New
FCI
349
Financial Counselors Inc
Kansas
$425K – – –
AT
350
American Trust
Kentucky
$414K +$414K +9,917 New
12 13
14
15 16