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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
$327M
2
BlackRock
BlackRock
New York
$382M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$141M
4
Goldman Sachs
Goldman Sachs
New York
$286M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$93.4M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$227M
2
IAIM
International Assets Investment Management
Florida
$2.35M
3
PCIG
Partners Capital Investment Group
Massachusetts
$48.4M
4
CMF
Counterpoint Mutual Funds
California
$47.2M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
Accel Wealth Management
Iowa
$408K +$16.5K +395 +4%
KCM
352
Kornitzer Capital Management
Kansas
$401K – – –
FPWM
353
FSB Premier Wealth Management
Iowa
$399K -$4.76K -114 -1%
BFC
354
Blue Fin Capital
Rhode Island
$392K – – –
HNWAG
355
High Net Worth Advisory Group
Florida
$390K +$390K +9,350 New
AWM
356
Apollon Wealth Management
South Carolina
$387K -$90.9K -2,179 -19%
MWM
357
Mascoma Wealth Management
New Hampshire
$387K -$20K -480 -5%
FFA
358
Farther Finance Advisors
California
$387K +$41.6K +998 +12%
MA
359
MONECO Advisors
Connecticut
$387K -$11.9K -285 -3%
PIA
360
Perennial Investment Advisors
California
$379K -$124K -2,968 -25%
RWA
361
Rooted Wealth Advisors
Illinois
$379K -$81.9K -1,954 -18%
LWM
362
LJI Wealth Management
Indiana
$378K – – –
FAIM
363
Financial Advocates Investment Management
Washington
$377K +$53.5K +1,281 +17%
AWA
364
Arete Wealth Advisors
Illinois
$372K +$52.4K +1,254 +16%
CAMV
365
Concord Asset Management (Virginia)
Virginia
$369K -$18.1M -434,756 -98%
WP
366
WealthShield Partners
North Carolina
$366K +$58.1K +1,393 +19%
KA
367
Kovack Advisors
Florida
$356K +$34.6K +828 +11%
TIM
368
Tortoise Investment Management
New York
$355K – – –
PS
369
Planned Solutions
California
$349K +$62.4K +1,495 +22%
LMKC
370
L.M. Kohn & Company
Ohio
$344K +$709 +17 +0.2%
WIA
371
Wetzel Investment Advisors
Indiana
$343K +$70K +1,677 +26%
PA
372
Parallel Advisors
California
$343K -$51.6K -1,236 -13%
AA
373
Advisory Alpha
Michigan
$343K -$71.1K -1,703 -17%
TWP
374
Tyche Wealth Partners
Texas
$340K -$110K -2,637 -24%
QFA
375
Quattro Financial Advisors
Texas
$339K – – –
13 14
15
16 17