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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

203 hedge funds and large institutions have $1.49B invested in SPDR Blackstone Senior Loan ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-13
Holders Change %
-6.02%
% of All Funds
4.46%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
21
Increased
62
Reduced
86
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$446M
2
AWE
2
Avidian Wealth Enterprises
Texas
$20.1M
3
GI
3
Glovista Investments
New Jersey
$16.4M
4
Blackstone Inc
4
Blackstone Inc
New York
$14.2M
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$5.87M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$34.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$70.7M
3
AF
3
Allworth Financial
California
$5.41M
4
State Street
4
State Street
Massachusetts
$3.83M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Bruderman Asset Management
New York
$422K +$422K +9,198 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$420K -$633K -13,655 -60%
PP
128
Paloma Partners
Connecticut
$410K -$533K -11,518 -57%
WP
129
WealthPLAN Partners
Nebraska
$389K – – –
UCFA
130
United Capital Financial Advisors
Texas
$385K -$15.9K -342 -4%
SS
131
Sunbelt Securities
Texas
$380K +$380K +8,213 New
CFGS
132
Concourse Financial Group Securities
Alabama
$350K +$139 +3 +0%
WWM
133
Western Wealth Management
Colorado
$348K -$779K -16,967 -69%
PCM
134
Parsons Capital Management
Rhode Island
$342K +$6.25K +135 +2%
MML Investors Services
135
MML Investors Services
Massachusetts
$339K -$973K -21,038 -74%
IFA
136
Interactive Financial Advisors
Illinois
$329K +$329K +7,108 New
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$308K – – –
DBRC
138
D.B. Root & Company
Pennsylvania
$302K +$4.26K +92 +1%
LFAS
139
Level Four Advisory Services
Texas
$291K -$12.6K -272 -4%
G
140
GenTrust
Florida
$290K +$4.12K +89 +1%
BWA
141
BlueSky Wealth Advisors
North Carolina
$280K +$280K +6,128 New
IC
142
Innealta Capital
Texas
$275K -$1.47M -31,825 -84%
DP
143
Denver PWM
Colorado
$274K -$738 -16 -0.3%
SSWM
144
Sheets Smith Wealth Management
North Carolina
$271K +$185 +4 +0.1%
KM
145
Kalos Management
Georgia
$263K -$1.76K -38 -0.7%
LPT
146
Legacy Private Trust
Wisconsin
$262K -$144K -3,103 -35%
BIA
147
Bigelow Investment Advisors
Maine
$256K -$7.42K -160 -3%
CF
148
Centaurus Financial
California
$254K -$96.7K -2,091 -28%
AIM
149
Arcadia Investment Management
Michigan
$248K – – –
AAM
150
Advisors Asset Management
Colorado
$248K +$20.5K +442 +9%
4 5
6
7 8