SRLN icon

SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

481 hedge funds and large institutions have $3.41B invested in SPDR Blackstone Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 236 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-31
Holders Change %
-6.05%
% of All Funds
7.7%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.34%
New
48
Increased
143
Reduced
236
Closed
73
Calls
$1.81M
Puts
$25.2M
Net Calls
-$23.4M
Net Calls Change
+$65.6M

Top Buyers

1
Jane Street
1
Jane Street
New York
$112M
2
Goldman Sachs
2
Goldman Sachs
New York
$105M
3
DWP
3
Destiny Wealth Partners
Florida
$35.4M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$76.8M
5
TC
5
Trilogy Capital
California
$14.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$96.8M
2
SCM
2
SCS Capital Management
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$224M
4
US Bancorp
4
US Bancorp
Minnesota
$91.4K
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$2.13M -$773K -18,652 -27%
CWMU
177
Caliber Wealth Management (Utah)
Utah
$2.06M -$810K -19,538 -28%
IAN
178
Integrated Advisors Network
Texas
$2.05M +$395K +9,528 +24%
RWPA
179
Richard W. Paul & Associates
Michigan
$2.04M -$580K -13,996 -22%
PAMG
180
Patton Albertson Miller Group
Tennessee
$2.03M -$37.3K -900 -2%
NGA
181
Naples Global Advisors
Florida
$2.01M -$191K -4,605 -9%
RC
182
Roundview Capital
New Jersey
$1.93M -$31.6K -762 -2%
PCM
183
Parsons Capital Management
Rhode Island
$1.9M -$56.3K -1,359 -3%
CAL
184
Capital Analysts LLC
Pennsylvania
$1.87M +$71.8K +1,731 +4%
AAS
185
Avantax Advisory Services
Texas
$1.86M -$1.55M -37,504 -46%
RWA
186
Rooted Wealth Advisors
Illinois
$1.86M -$276K -6,656 -13%
SAM
187
Secure Asset Management
Michigan
$1.86M +$112K +2,707 +6%
CA
188
Cetera Advisors
Colorado
$1.81M +$1.42M +34,332 +367%
PVM
189
Palogic Value Management
Texas
$1.79M +$265K +6,400 +17%
PFS
190
Prospera Financial Services
Texas
$1.77M -$7.2M -173,742 -80%
WIM
191
WealthPlan Investment Management
Nebraska
$1.72M -$1.98M -47,835 -54%
SI
192
Stephens Inc
Arkansas
$1.71M +$191K +4,613 +13%
SFA
193
Source Financial Advisors
New York
$1.71M -$11K -265 -0.6%
VCP
194
Verus Capital Partners
Arizona
$1.69M +$92.1K +2,222 +6%
CFGF
195
Compass Financial Group (Florida)
Florida
$1.64M +$12.7K +307 +0.8%
WWM
196
Wagner Wealth Management
South Carolina
$1.64M -$921K -22,221 -36%
Baird Financial Group
197
Baird Financial Group
Wisconsin
$1.62M -$961K -23,171 -37%
SW
198
SVB Wealth
Massachusetts
$1.62M +$1.62M +38,954 New
SWRP
199
Summit Wealth & Retirement Planning
California
$1.61M +$1.35M +32,489 +510%
MWM
200
Mascoma Wealth Management
New Hampshire
$1.6M -$3.61M -86,923 -69%
6 7
8
9 10