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SPDR Blackstone Senior Loan ETF

459 hedge funds and large institutions have $3.23B invested in SPDR Blackstone Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 149 increasing their positions, 223 reducing their positions, and 59 closing their positions.

Holders
459
Holders Change
-22
Holders Change %
-4.57%
% of All Funds
7.24%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
42
Increased
149
Reduced
223
Closed
59
Calls
$310K
Puts
$21.4M
Net Calls
-$21.1M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$10.8M +$2.53M +60,482 +31%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$10.6M -$423K -10,097 -4%
AHC
53
Adell Harriman & Carpenter
Texas
$10.3M -$1.33M -32,020 -11%
HAC
54
Harbor Advisory Corp
New Hampshire
$9.63M +$468K +11,168 +5%
SAM
55
Secure Asset Management
Michigan
$9.54M +$7.66M +182,986 +409%
MWM
56
Mission Wealth Management
California
$9.38M -$164K -3,921 -2%
DWM
57
Dakota Wealth Management
Florida
$8.98M +$385K +9,200 +4%
SC
58
Scotia Capital
Ontario, Canada
$8.76M -$175K -4,172 -2%
RWM
59
Refined Wealth Management
Utah
$8.69M +$288K +6,887 +3%
GFG
60
Greystone Financial Group
Michigan
$8.67M -$9.91M -236,576 -53%
Loomis, Sayles & Company
61
Loomis, Sayles & Company
Massachusetts
$8.25M +$969K +23,140 +13%
HWAM
62
Hennion & Walsh Asset Management
New Jersey
$8.17M -$158K -3,767 -2%
PBF
63
Petix & Botte Financial
California
$7.96M +$4.17M +99,651 +110%
PI
64
PFS Investments
Georgia
$7.87M -$4.05M -96,639 -34%
AssetMark Inc
65
AssetMark Inc
California
$7.57M +$66.7K +1,594 +0.9%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$7.53M -$12.4M -296,284 -62%
IWC
67
Integrated Wealth Concepts
Massachusetts
$7.45M +$3.98K +95 +0.1%
P
68
Palladiem
Pennsylvania
$7.42M -$1.93M -46,174 -21%
FFA
69
Fragasso Financial Advisors
Pennsylvania
$7.28M +$199K +4,761 +3%
GFG
70
Goldstone Financial Group
Illinois
$6.98M +$2.14M +51,225 +44%
BPA
71
Beacon Pointe Advisors
California
$6.84M -$638K -15,232 -9%
PWM
72
Prentice Wealth Management
New York
$6.68M -$593K -14,153 -8%
MWC
73
MBM Wealth Consultants
Missouri
$6.54M +$764K +18,265 +13%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$6.51M +$731K +17,466 +13%
LHA
75
Little Harbor Advisors
Massachusetts
$6.5M +$6.5M +155,142 New