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.

New
Increased
Maintained
Reduced
Closed
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 %
VBFP
151
Valtinson Bruner Financial Planning
Minnesota
$2.63M +$1.14M +27,297 +77%
SWM
152
Seed Wealth Management
Illinois
$2.62M -$778K -18,585 -23%
WAMC
153
Western Asset Management Company
California
$2.61M -$470K -11,226 -15%
CCMG
154
Clark Capital Management Group
Pennsylvania
$2.61M +$2.61M +62,285 New
DWMG
155
DB Wealth Management Group
California
$2.53M -$1.63K -39 -0.1%
PAS
156
Park Avenue Securities
New York
$2.47M +$53.1K +1,269 +2%
HW
157
Hedeker Wealth
Illinois
$2.45M -$469K -11,196 -16%
CFGF
158
Compass Financial Group (Florida)
Florida
$2.44M +$790K +18,861 +48%
RFWA
159
RPg Family Wealth Advisory
Massachusetts
$2.43M +$275K +6,557 +13%
GRP
160
Global Retirement Partners
California
$2.39M -$587K -14,027 -20%
WMA
161
Wealth Management Associates
New Jersey
$2.39M +$140K +3,335 +6%
AI
162
AXS Investments
New York
$2.39M +$2.39M +57,000 New
First Manhattan
163
First Manhattan
New York
$2.37M -$197K -4,700 -8%
MLA
164
My Legacy Advisors
Oregon
$2.35M +$76K +1,814 +3%
Mariner
165
Mariner
Kansas
$2.3M -$135K -3,216 -6%
WEPOG
166
Wealth Enhancement & Preservation of GA
Georgia
$2.25M +$59.8K +1,428 +3%
CAG
167
Curtis Advisory Group
California
$2.21M -$712 -17 -0%
NA
168
NewEdge Advisors
Louisiana
$2.19M -$1.45M -34,628 -40%
GWWM
169
Great Waters Wealth Management
Minnesota
$2.17M -$134K -3,207 -6%
IAN
170
Integrated Advisors Network
Texas
$2.17M +$96.2K +2,298 +5%
FA
171
Flagstar Advisors
New York
$2.16M -$145K -3,455 -6%
IRC
172
Investors Research Corp
Georgia
$2.14M -$19.3K -460 -0.9%
Federated Hermes
173
Federated Hermes
Pennsylvania
$2.09M +$2.09M +50,000 New
CWMU
174
Caliber Wealth Management (Utah)
Utah
$2.08M -$4.44K -106 -0.2%
RWPA
175
Richard W. Paul & Associates
Michigan
$2.06M +$1.8K +43 +0.1%