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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

512 hedge funds and large institutions have $4.61B invested in SPDR Blackstone Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 134 increasing their positions, 256 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
8.26%
Holding in Top 10
31
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-29.55%
% of All Funds
0.5%
New
85
Increased
134
Reduced
256
Closed
82
Calls
$6.92M
Puts
$95.9M
Net Calls
-$89M
Net Calls Change
+$7.48M

Top Buyers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$184M
2
State Street
State Street
Massachusetts
$73.4M
3
PCIG
Partners Capital Investment Group
Massachusetts
$56.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.2M
5
ICM
III Capital Management
Florida
$40.7M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$515M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.6M
3
Bank of America
Bank of America
North Carolina
$351M
4
Wells Fargo
Wells Fargo
California
$74.5M
5
Goldman Sachs
Goldman Sachs
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Castle Wealth Management
Florida
$4.16M -$2.06M -50,435 -33%
SFG
127
StrategIQ Financial Group
Indiana
$3.99M -$283K -6,909 -7%
SWM
128
Seed Wealth Management
Illinois
$3.94M +$3.94M +96,358 New
WEPOG
129
Wealth Enhancement & Preservation of GA
Georgia
$3.76M +$2.37M +58,065 +171%
WIM
130
WealthPlan Investment Management
Nebraska
$3.75M -$1.2M -28,526 -24%
MML Investors Services
131
MML Investors Services
Massachusetts
$3.73M -$870K -21,268 -19%
LOIP
132
Live Oak Investment Partners
Texas
$3.72M – – –
WWM
133
Windsor Wealth Management
Indiana
$3.71M +$1.62M +38,924 +77%
JSL
134
JT Stratford LLC
Georgia
$3.71M -$282K -6,885 -7%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$3.69M -$790K -19,317 -18%
WP
136
WealthPLAN Partners
Nebraska
$3.68M +$3.68M +87,494 New
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$3.66M – – –
CCM
138
Canal Capital Management
Virginia
$3.5M +$1.08M +26,360 +45%
GRP
139
Global Retirement Partners
California
$3.44M +$9.33K +228 +0.3%
CAN
140
Cetera Advisor Networks
California
$3.43M +$895K +21,893 +35%
AAS
141
Avantax Advisory Services
Texas
$3.37M +$508K +12,421 +18%
FANJ
142
Financial Architects (New Jersey)
New Jersey
$3.34M -$350K -8,550 -9%
PA
143
Parallel Advisors
California
$3.33M -$4.48M -109,603 -57%
AIP
144
Ameritas Investment Partners
Nebraska
$3.19M +$137K +3,355 +4%
BPA
145
Beacon Pointe Advisors
California
$3.16M -$1.71M -41,689 -35%
Amundi
146
Amundi
France
$3.14M -$720K -17,214 -19%
LIA
147
Luken Investment Analytics
Tennessee
$3.11M +$3.11M +76,087 New
CIA
148
Capital Investment Advisors
Georgia
$3.1M -$240K -5,868 -7%
CAM
149
Crestone Asset Management
Colorado
$3.06M – – –
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$3.05M +$2.05M +50,139 +206%
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