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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

512 hedge funds and large institutions have $4.61B invested in SPDR Blackstone Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 134 increasing their positions, 256 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
8.26%
Holding in Top 10
31
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-29.55%
% of All Funds
0.5%
New
85
Increased
134
Reduced
256
Closed
82
Calls
$6.92M
Puts
$95.9M
Net Calls
-$89M
Net Calls Change
+$7.48M

Top Buyers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$90.2M
2
State Street
State Street
Massachusetts
+$71.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$56.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$41.2M
5
ICM
III Capital Management
Florida
+$40.7M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$2.31B
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$56.5M
3
Bank of America
Bank of America
North Carolina
-$48.7M
4
Wells Fargo
Wells Fargo
California
-$47.9M
5
Goldman Sachs
Goldman Sachs
New York
-$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
401
Kovack Advisors
Florida
$299K -$2.45K -60 -0.8%
RFN
402
Redwood Financial Network
Ohio
$294K -$91.1K -2,227 -24%
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$292K -$10.5K -257 -3%
HAS
404
HBW Advisory Services
California
$289K -$171K -4,188 -37%
AWM
405
Act Wealth Management
Texas
$289K +$289K +7,063 New
LA
406
Latitude Advisors
Florida
$287K -$242K -5,919 -46%
GVAG
407
Great Valley Advisor Group
Delaware
$285K -$429K -10,482 -60%
OWA
408
Octavia Wealth Advisors
Ohio
$285K – – –
BWP
409
Balboa Wealth Partners
Arizona
$279K +$60.4K +1,477 +28%
CS
410
Credit Suisse
Switzerland
$277K – – –
GWP
411
Gateway Wealth Partners
Wisconsin
$271K +$271K +6,626 New
MWPCG
412
Measured Wealth Private Client Group
New Hampshire
$270K +$270K +6,604 New
CS
413
Comerica Securities
Michigan
$268K +$268K +6,547 New
SCM
414
Stonehearth Capital Management
Massachusetts
$267K -$115K -2,820 -30%
PJSIMP
415
P.J. Schmidt Investment Management (PJS)
Wisconsin
$264K -$341K -8,330 -56%
SWRP
416
Summit Wealth & Retirement Planning
California
$261K +$261K +6,370 New
OBWG
417
Onyx Bridge Wealth Group
New York
$259K +$259K +6,232 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$259K +$242K +5,903 +1,405%
AWM
419
Adams Wealth Management
Utah
$258K +$258K +6,313 New
SIA
420
Strategic Investment Advisors
Michigan
$254K +$254K +6,209 New
ES
421
Eagle Strategies
New York
$250K +$24.9K +609 +11%
T
422
TRUADVICE
Florida
$244K -$3.15K -75 -1%
TCM
423
Triumph Capital Management
Colorado
$241K +$6.5K +159 +3%
MPW
424
Melone Private Wealth
Michigan
$239K +$239K +5,847 New
RJT
425
Raymond James Trust
Florida
$239K -$182K -4,461 -43%
15 16
17
18 19