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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

481 hedge funds and large institutions have $3.41B invested in SPDR Blackstone Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 236 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-31
Holders Change %
-6.05%
% of All Funds
7.7%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.34%
New
48
Increased
143
Reduced
236
Closed
73
Calls
$1.81M
Puts
$25.2M
Net Calls
-$23.4M
Net Calls Change
+$65.6M

Top Buyers

1
Jane Street
1
Jane Street
New York
$112M
2
Goldman Sachs
2
Goldman Sachs
New York
$105M
3
DWP
3
Destiny Wealth Partners
Florida
$35.4M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$76.8M
5
TC
5
Trilogy Capital
California
$14.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$96.8M
2
SCM
2
SCS Capital Management
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$224M
4
US Bancorp
4
US Bancorp
Minnesota
$91.4K
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
376
Octavia Wealth Advisors
Ohio
$289K – – –
AWM
377
Adams Wealth Management
Utah
$281K +$19K +459 +7%
MPW
378
Melone Private Wealth
Michigan
$279K +$38K +923 +16%
DWM
379
Drive Wealth Management
Utah
$279K +$279K +6,718 New
GVAG
380
Great Valley Advisor Group
Delaware
$274K -$14.7K -356 -5%
CS
381
Comerica Securities
Michigan
$271K – – –
LWM
382
Laidlaw Wealth Management
New York
$271K -$48.3K -1,165 -15%
AA
383
Advisory Alpha
Michigan
$269K +$269K +6,500 New
FAG
384
Fortitude Advisory Group
Washington
$266K +$24K +580 +10%
CWP
385
Cyndeo Wealth Partners
Florida
$263K -$6.2M -149,456 -96%
RSWM
386
Robertson Stephens Wealth Management
California
$262K -$225K -5,420 -46%
PWM
387
Perigon Wealth Management
California
$261K -$2.09M -50,499 -89%
CP
388
Castleview Partners
Texas
$257K -$50.5K -1,219 -16%
TCM
389
Triumph Capital Management
Colorado
$257K +$12.5K +302 +5%
FCC
390
Florin Court Capital
United Kingdom
$257K +$257K +6,200 New
Ameriprise
391
Ameriprise
Minnesota
$256K +$256K +6,170 New
FF
392
Financial Futures
New Jersey
$252K -$75.5K -1,820 -23%
MA
393
MCF Advisors
Kentucky
$245K -$159K -3,831 -39%
GWP
394
Gateway Wealth Partners
Wisconsin
$243K -$32.1K -774 -12%
BOPW
395
Brandywine Oak Private Wealth
Pennsylvania
$240K – – –
RJT
396
Raymond James Trust
Florida
$237K -$5.98K -144 -2%
HWM
397
HB Wealth Management
Georgia
$231K -$139K -3,360 -38%
CAPTRUST Financial Advisors
398
CAPTRUST Financial Advisors
North Carolina
$230K -$284K -6,849 -55%
KAS
399
Kestra Advisory Services
Texas
$227K -$380K -9,176 -63%
WIC
400
Woodmont Investment Counsel
Tennessee
$225K -$199K -4,791 -47%
14 15
16
17 18