SRLN icon

SPDR Blackstone Senior Loan ETF

540 hedge funds and large institutions have $6.29B invested in SPDR Blackstone Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 221 increasing their positions, 203 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-8
Holders Change %
-1.46%
% of All Funds
9.13%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.03%
New
74
Increased
221
Reduced
203
Closed
75
Calls
$6.31M
Puts
$58.6M
Net Calls
-$52.3M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Shares
Change %
H6H
176
Hightower 6M Holding
Kansas
$3.78M -$359K -8,633 -9%
EWM
177
Elmwood Wealth Management
California
$3.76M +$23K +553 +0.6%
CWMU
178
Caliber Wealth Management (Utah)
Utah
$3.74M +$296K +7,107 +9%
QFA
179
Quattro Financial Advisors
Texas
$3.53M -$3.15M -75,708 -47%
DWM
180
Dakota Wealth Management
Florida
$3.51M +$843K +20,237 +32%
VIA
181
Vident Investment Advisory
Georgia
$3.5M
PBF
182
Petix & Botte Financial
California
$3.48M -$3.64M -87,377 -51%
DADC
183
D.A. Davidson & Co
Montana
$3.48M +$486K +11,662 +16%
CIA
184
Capital Investment Advisors
Georgia
$3.47M -$365K -8,760 -10%
EWA
185
EP Wealth Advisors
California
$3.45M +$2.72M +65,372 +373%
SBL
186
Sargent Bickham Lagudis
Colorado
$3.42M +$564K +13,534 +20%
MWM
187
Mascoma Wealth Management
New Hampshire
$3.33M +$1M +24,089 +43%
SPIA
188
Steward Partners Investment Advisory
New York
$3.21M -$40K -961 -1%
SRSA
189
S.R. Schill & Associates
Washington
$3.2M -$185K -4,449 -5%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$3.18M +$53.8K +1,291 +2%
CWM
191
Capital Wealth Management
Rhode Island
$3.18M -$12.1K -291 -0.4%
VIM
192
Vista Investment Management
Pennsylvania
$3.15M -$292K -7,008 -8%
MWC
193
MBM Wealth Consultants
Missouri
$3.14M -$196K -4,700 -6%
BWAM
194
Boyd Watterson Asset Management
Ohio
$3.08M +$107K +2,571 +4%
UCFA
195
United Capital Financial Advisors
Texas
$3.03M +$1.84M +44,276 +156%
SMG
196
Smart Money Group
Texas
$3M +$94.2K +2,262 +3%
WWM
197
Wagner Wealth Management
South Carolina
$2.99M +$2.63M +63,175 +729%
FAIM
198
Financial Advocates Investment Management
Washington
$2.99M +$471K +11,306 +19%
CCM
199
Canal Capital Management
Virginia
$2.99M -$14.5K -349 -0.5%
SS
200
Simplicity Solutions
Minnesota
$2.98M -$993K -23,841 -25%