SRLN icon

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 %
FAG
426
Fortitude Advisory Group
Washington
$239K -$19.4K -475 -8%
BOPW
427
Brandywine Oak Private Wealth
Pennsylvania
$237K -$15K -367 -6%
AWA
428
Aletheian Wealth Advisors
Washington
$225K +$225K +5,490 New
CWM
429
Catalyst Wealth Management
Georgia
$223K +$223K +5,452 New
DCBT
430
Dakota Community Bank & Trust
North Dakota
$222K +$222K +5,423 New
ML
431
McAdam LLC
Pennsylvania
$220K -$109K -2,384 -33%
IAA
432
Independent Advisor Alliance
North Carolina
$219K -$37.4K -915 -15%
FH
433
FWG Holdings
Florida
$215K -$3.23K -79 -1%
PS
434
Planned Solutions
California
$212K +$7.69K +188 +4%
B
435
Bailard
California
$211K -$90.2K -2,205 -30%
FNT
436
First National Trust
Pennsylvania
$205K -$68.5K -1,676 -25%
GEA
437
Glen Eagle Advisors
New Jersey
$164K +$1.35K +33 +0.8%
FGAM
438
Financial Gravity Asset Management
Texas
$164K -$1.97M -492 -92%
CWA
439
Clearview Wealth Advisors
Oregon
$152K -$67.8K -1,658 -31%
GFPC
440
Global Financial Private Client
Florida
$148K +$85.6K +2,092 +136%
AF
441
Allworth Financial
California
$139K -$209K -5,102 -60%
AIM
442
Arcadia Investment Management
Michigan
$127K – – –
MSCM
443
McElhenny Sheffield Capital Management
Texas
$126K +$126K +3,090 New
TPCW
444
TD Private Client Wealth
New York
$123K +$123K +3,018 New
S
445
SignatureFD
Georgia
$121K – – –
CDIA
446
Capital Directions Investment Advisors
Georgia
$110K +$110K +2,693 New
CIAS
447
Capital Investment Advisory Services
North Carolina
$109K +$1.15K +28 +1%
MIFH
448
Migdal Insurance & Financial Holdings
Israel
$106K +$106K +2,605 New
FCA
449
Fortis Capital Advisors
Kansas
$99.9K +$99.9K +2,442 New
BFEC
450
Benjamin F. Edwards & Company
Missouri
$90K -$177K -4,341 -66%
16 17
18
19 20