SRLN icon

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 %
EWA
101
Exencial Wealth Advisors
Oklahoma
$4.67M -$162K -3,868 -3%
KFP
102
KMG Fiduciary Partners
Ohio
$4.62M +$410K +9,798 +10%
VWA
103
Visionary Wealth Advisors
Illinois
$4.53M +$1.5M +35,775 +49%
RBC
104
Romano Brothers & Co
Illinois
$4.51M +$33.9K +810 +0.8%
SWP
105
Stratos Wealth Partners
Ohio
$4.46M -$370K -8,832 -8%
CTC
106
Central Trust Company
Missouri
$4.37M -$516K -12,330 -11%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$4.22M -$221K -5,268 -5%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$4.04M -$2.54M -60,630 -39%
BAAM
109
Baker Avenue Asset Management
California
$4.03M +$340K +8,131 +9%
WWM
110
Western Wealth Management
Colorado
$3.85M -$557K -13,298 -13%
LIA
111
Luken Investment Analytics
Tennessee
$3.82M +$126K +3,000 +3%
OPS
112
Orion Portfolio Solutions
Nebraska
$3.82M -$1.43M -34,073 -27%
BCI
113
Brinker Capital Investments
Pennsylvania
$3.82M -$1.43M -34,073 -27%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$3.78M -$591K -14,111 -14%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$3.74M
PP
116
Prudential plc
United Kingdom
$3.73M -$787K -18,800 -17%
SFG
117
StrategIQ Financial Group
Indiana
$3.6M -$426K -10,166 -11%
TPA
118
Trivium Point Advisory
Connecticut
$3.58M -$163K -3,903 -4%
Ameriprise
119
Ameriprise
Minnesota
$3.57M +$3.32M +79,173 +1,283%
AFG
120
Albion Financial Group
Utah
$3.51M -$1.21M -28,830 -26%
JWCA
121
J.W. Coons Advisors
Ohio
$3.5M -$182K -4,355 -5%
FTUS
122
Flow Traders U.S.
New York
$3.44M +$3.44M +82,244 New
FANJ
123
Financial Architects (New Jersey)
New Jersey
$3.43M -$133K -3,184 -4%
ECA
124
Elevated Capital Advisors
Utah
$3.36M +$687K +16,401 +26%
JWS
125
Juncture Wealth Strategies
Arizona
$3.34M -$1.05M -25,079 -24%