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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 %
MCP
401
Mirador Capital Partners
California
$283K +$3.38K +81 +1%
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$281K -$15K -359 -5%
BOM
403
Bank of Marin
California
$281K +$14K +335 +5%
CCG
404
Capital CS Group
California
$281K +$20.1K +481 +8%
TI
405
TrueMark Investments
Illinois
$280K -$272K -6,518 -49%
LA
406
Lifeworks Advisors
Michigan
$274K -$24.3K -582 -8%
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$272K +$46K +1,103 +20%
OCM
408
One Capital Management
California
$272K -$7.26K -174 -3%
IPWA
409
International Private Wealth Advisors
California
$263K +$263K +6,309 New
MC
410
Moors & Cabot
Massachusetts
$263K +$263K +6,299 New
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$257K -$2.92K -70 -1%
AWP
412
Axis Wealth Partners
Rhode Island
$257K +$257K +6,150 New
OWA
413
Octavia Wealth Advisors
Ohio
$254K -$28.3K -678 -10%
GA
414
Geller Advisors
New York
$253K +$21.3K +511 +9%
CAG
415
Crestwood Advisors Group
Massachusetts
$251K +$251K +6,011 New
RH
416
RFG Holdings
Texas
$250K – – –
SWM
417
Spire Wealth Management
Virginia
$250K -$27.3K -655 -10%
EWM
418
Endowment Wealth Management
Wisconsin
$248K -$12.7K -304 -5%
PIMG
419
Patriot Investment Management Group
Tennessee
$247K -$371K -8,880 -60%
OC
420
Optima Capital
Oregon
$246K +$246K +5,884 New
FWM
421
Fortress Wealth Management
California
$243K +$243K +5,826 New
GJWM
422
Gilliland Jeter Wealth Management
Arkansas
$241K +$2.59K +62 +1%
HAS
423
HBW Advisory Services
California
$239K +$239K +5,726 New
CF
424
Centaurus Financial
California
$237K -$3.89M -93,121 -94%
NW
425
NewEdge Wealth
Pennsylvania
$236K +$23K +551 +11%
15 16
17
18 19