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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

223 hedge funds and large institutions have $1.68B invested in SPDR Blackstone Senior Loan ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 75 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.2%
New
54
Increased
75
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Grimes & Company
Massachusetts
$84.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$57.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$89.6M
4
AWA
4
ARS Wealth Advisors
Florida
$32.8M
5
PAG
5
Pinnacle Advisory Group
Maryland
$30.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$62.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
MD
3
Money Design
Japan
$10.2M
4
NA
4
Nottingham Advisors
New York
$10.5M
5
FF
5
Friedenthal Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
126
TD Private Client Wealth
New York
$678K +$678K +14,849 New
ACM
127
AlphaStar Capital Management
North Carolina
$667K -$44.6K -968 -6%
SIA
128
Strategic Investment Advisors
Michigan
$641K -$405K -8,866 -39%
FFG
129
Ford Financial Group
California
$633K -$108K -2,371 -15%
WB
130
Webster Bank
Connecticut
$614K -$33.9K -744 -5%
RG
131
Retirement Group
California
$613K +$64.4K +1,410 +12%
DI
132
DFPG Investments
Utah
$587K -$157K -3,415 -21%
TIM
133
Tortoise Investment Management
New York
$575K -$416K -9,110 -42%
NFP
134
Novak Financial Planning
Maryland
$554K +$554K +12,127 New
BFC
135
Blue Fin Capital
Rhode Island
$551K -$383K -8,404 -41%
SFG
136
StrategIQ Financial Group
Indiana
$515K -$39.3K -861 -7%
GWM
137
Geneos Wealth Management
Colorado
$508K +$57.2K +1,296 +13%
CC
138
Courier Capital
New York
$494K – – –
HIM
139
Hillsdale Investment Management
Ontario, Canada
$491K – – –
WS
140
Wedbush Securities
California
$488K -$16.8K -367 -3%
NA
141
NewEdge Advisors
Louisiana
$484K +$3.06K +67 +0.6%
FFS
142
Founders Financial Securities
Maryland
$478K +$478K +10,474 New
WWM
143
Wagner Wealth Management
South Carolina
$455K +$455K +9,964 New
SF
144
Synovus Financial
Georgia
$446K +$27K +589 +6%
PCM
145
Parsons Capital Management
Rhode Island
$430K +$14.6K +321 +4%
CB
146
Community Bank
New York
$420K -$14.6K -320 -3%
OPS
147
Orion Portfolio Solutions
Nebraska
$414K +$150K +3,275 +57%
FAIM
148
Financial Advocates Investment Management
Washington
$382K -$14.1K -310 -4%
SAM
149
Secure Asset Management
Michigan
$368K +$368K +8,066 New
JWCA
150
J.W. Cole Advisors
Florida
$359K -$24.1K -528 -6%
4 5
6
7 8