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SPDR Blackstone Senior Loan ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
501
Venturi Wealth Management
Texas
$4.84K +$4.84K +116 New
US Bancorp
502
US Bancorp
Minnesota
$4.67K +$4.67K +112 New
SHF
503
Safe Harbor Fiduciary
Florida
$3.17K -$42 -1 -1%
AWM
504
AllSquare Wealth Management
New York
$3.17K
TRCT
505
Tower Research Capital (TRC)
New York
$3.17K +$3.17K +76 New
NS
506
NBC Securities
Alabama
$2.58K -$2.55M -60,511 -100%
NWWA
507
New Wave Wealth Advisors
Arkansas
$2.34K +$2.34K +56 New
GWSG
508
GPS Wealth Strategies Group
Colorado
$2.3K -$42 -1 -2%
SIS
509
Sound Income Strategies
Florida
$2.25K
RFG
510
REAP Financial Group
Texas
$2.25K +$42 +1 +2%
FWM
511
FLP Wealth Management
Arkansas
$2.21K +$2.21K +53 New
WWP
512
WR Wealth Planners
Missouri
$2.19K +$83 +2 +4%
ACA
513
American Capital Advisory
Idaho
$2.02K
CAWM
514
Capital A Wealth Management
Pennsylvania
$1.09K +$1.09K +26 New
S
515
SignatureFD
Georgia
$1K +$42 +1 +4%
CMP
516
Coston McIsaac & Partners
Maine
$1K
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$876
PSFG
518
Park Square Financial Group
Georgia
$793 +$793 +19 New
OC
519
Oarsman Capital
Wisconsin
$501
National Bank of Canada
520
National Bank of Canada
Quebec, Canada
$459 -$70.2K -1,682 -99%
EWA
521
EverSource Wealth Advisors
Alabama
$376
NMG
522
New Millennium Group
Utah
$250
WA
523
WPG Advisers
Maryland
$209 +$209 +5 New
AA
524
Addison Advisors
Vermont
$126
Fidelity Investments
525
Fidelity Investments
Massachusetts
$83