SRLN icon

SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

525 hedge funds and large institutions have $7.1B invested in SPDR Blackstone Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 241 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
6.99%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
74
Increased
241
Reduced
152
Closed
42
Calls
$2.02M
Puts
$2.03M
Net Calls
-$16K
Net Calls Change
-$341K

Top Buyers

1
OPAM
1
Ocean Park Asset Management
California
$327M
2
BlackRock
2
BlackRock
New York
$382M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$141M
4
Goldman Sachs
4
Goldman Sachs
New York
$286M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$93.4M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$227M
2
IAIM
2
International Assets Investment Management
Florida
$2.35M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$48.4M
4
CMF
4
Counterpoint Mutual Funds
California
$47.2M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Canal Capital Management
Virginia
$4.8M +$166K +3,989 +4%
EP
127
Edgestream Partners
New Jersey
$4.67M +$1.07M +25,546 +30%
Cerity Partners
128
Cerity Partners
New York
$4.65M +$544K +13,025 +13%
NEI
129
Northwest & Ethical Investments
Ontario, Canada
$4.61M +$4.61M +110,404 New
WA
130
Waverly Advisors
Alabama
$4.37M +$313K +7,506 +8%
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$4.37M – – –
WS
132
Wedbush Securities
California
$4.35M -$291K -6,977 -6%
AAMC
133
Asset Allocation & Management Company
Illinois
$4.25M – – –
AHC
134
Adell Harriman & Carpenter
Texas
$4.24M -$1.94M -46,480 -31%
TPWM
135
Twelve Points Wealth Management
Massachusetts
$4.21M +$1.46M +34,869 +53%
BPA
136
Beacon Pointe Advisors
California
$4.12M -$1.23M -29,368 -23%
PWP
137
Prasad Wealth Partners
Ohio
$4.11M +$4.11M +98,479 New
CWM
138
Congress Wealth Management
Massachusetts
$4.1M -$1.77M -42,399 -30%
OPS
139
Orion Portfolio Solutions
Nebraska
$3.99M -$186K -4,460 -4%
BCI
140
Brinker Capital Investments
Pennsylvania
$3.99M -$186K -4,460 -4%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$3.98M +$520K +12,470 +15%
CA
142
Calton & Associates
Florida
$3.88M +$1.61M +38,686 +71%
SPIA
143
Steward Partners Investment Advisory
New York
$3.86M +$134K +3,203 +4%
TPA
144
Trivium Point Advisory
Connecticut
$3.8M -$87.5K -2,097 -2%
TA
145
TFG Advisers
Michigan
$3.78M +$182K +4,359 +5%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$3.76M -$16.5M -394,380 -81%
PFS
147
Prospera Financial Services
Texas
$3.73M +$280K +6,717 +8%
HA
148
Hofer & Associates
California
$3.66M +$483K +11,574 +15%
BWG
149
Beta Wealth Group
California
$3.65M +$204K +4,893 +6%
Corient Private Wealth
150
Corient Private Wealth
Florida
$3.61M -$2.18M -52,160 -38%
4 5
6
7 8