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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 %
AFP
176
Ausdal Financial Partners
Iowa
$210K +$210K +4,604 New
EWA
177
Exencial Wealth Advisors
Oklahoma
$201K +$201K +4,413 New
PS
178
Planned Solutions
California
$172K +$4.33K +95 +3%
GI
179
Gradient Investments
Minnesota
$128K – – –
CCM
180
Covington Capital Management
California
$127K – – –
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$127K +$127K +2,757 New
WEC
182
Winslow Evans & Crocker
Massachusetts
$125K +$34.7K +760 +38%
BAM
183
Belpointe Asset Management
Nevada
$103K +$103K +2,261 New
JCM
184
Jacobi Capital Management
Pennsylvania
$101K – – –
Bessemer Group
185
Bessemer Group
New Jersey
$99K +$99K +2,179 New
TWM
186
Tradition Wealth Management
Minnesota
$95K +$95K +2,071 New
William Blair & Company
187
William Blair & Company
Illinois
$94K – – –
IAIM
188
International Assets Investment Management
Florida
$91K +$91K +1,999 New
CFB
189
Cullen/Frost Bankers
Texas
$81K -$129K -2,820 -62%
CWM
190
Cranbrook Wealth Management
Michigan
$60K +$60K +1,308 New
RE
191
RBC Europe
United Kingdom
$50.2K – – –
FGAM
192
Financial Gravity Asset Management
Texas
$42K +$42K +920 New
CFD
193
Creative Financial Designs
Indiana
$37K – – –
LWM
194
Liberty Wealth Management
California
$35K – – –
Deutsche Bank
195
Deutsche Bank
Germany
$33K -$40.3K -880 -55%
PWMG
196
Prestige Wealth Management Group
New Jersey
$32K -$981K -21,702 -97%
CFN
197
Cordasco Financial Network
Florida
$32K – – –
Citigroup
198
Citigroup
New York
$31K -$14.2K -309 -31%
CTFG
199
Capstone Triton Financial Group
Oklahoma
$28K +$28K +612 New
SFPG
200
Stonebridge Financial Planning Group
Florida
$27K -$27K -600 -50%
6 7
8
9 10