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SPDR Blackstone Senior Loan ETF

507 hedge funds and large institutions have $4.99B invested in SPDR Blackstone Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 226 increasing their positions, 153 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+30
Holders Change %
+6.29%
% of All Funds
7.37%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
0.55%
New
71
Increased
226
Reduced
153
Closed
32
Calls
$974K
Puts
$1.11M
Net Calls
-$138K
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$394K -$210K -5,033 -35%
BFC
352
Blue Fin Capital
Rhode Island
$393K
LA
353
LPF Advisors
Florida
$381K -$21.5K -515 -5%
MFGM
354
Marshall Financial Group (Maryland)
Maryland
$377K +$22.6K +541 +6%
MA
355
Mutual Advisors
Nebraska
$374K +$374K +8,965 New
RIA
356
Realta Investment Advisors
Delaware
$373K -$6.77K -162 -2%
PG
357
Patten Group
Tennessee
$369K +$123K +2,953 +50%
P
358
&Partners
Tennessee
$369K +$369K +8,819 New
SB
359
Strategic Blueprint
Georgia
$368K +$133K +3,182 +57%
CFS
360
Commonwealth Financial Services
West Virginia
$357K -$558K -13,383 -61%
TIM
361
Tortoise Investment Management
New York
$356K
LWM
362
LJI Wealth Management
Indiana
$354K +$354K +8,465 New
Citadel Advisors
363
Citadel Advisors
Florida
$354K +$255K +6,092 +257%
LMKC
364
L.M. Kohn & Company
Ohio
$352K -$17.7K -423 -5%
SAG
365
SageView Advisory Group
California
$348K
SFPG
366
Stonebridge Financial Planning Group
Florida
$347K -$22.4K -536 -6%
MWM
367
Modern Wealth Management
Kansas
$344K -$32.3K -772 -9%
FCI
368
Financial Counselors Inc
Kansas
$342K -$9.2K -220 -3%
EB
369
Eastern Bank
Massachusetts
$340K
QFA
370
Quattro Financial Advisors
Texas
$337K
BHBT
371
Burke & Herbert Bank & Trust
Virginia
$329K +$329K +7,865 New
AWA
372
Aletheian Wealth Advisors
Washington
$327K +$30.3K +725 +10%
FAIM
373
Financial Advocates Investment Management
Washington
$325K +$118K +2,821 +57%
BCG
374
BayBridge Capital Group
California
$324K -$2.55K -61 -0.8%
OWA
375
Outlook Wealth Advisors
Texas
$324K -$67.5K -1,615 -17%