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SPDR Blackstone Senior Loan ETF

518 hedge funds and large institutions have $4.66B invested in SPDR Blackstone Senior Loan ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 256 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-22
Holders Change %
-4.07%
% of All Funds
8.96%
Holding in Top 10
44
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-27.87%
% of All Funds
0.76%
New
56
Increased
168
Reduced
256
Closed
74
Calls
$5.5M
Puts
$102M
Net Calls
-$96.5M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
201
Stonebridge Financial Planning Group
Florida
$2.33M -$167K -4,089 -7%
CCMG
202
Clark Capital Management Group
Pennsylvania
$2.33M +$2.33M +57,101 New
USCWA
203
U.S. Capital Wealth Advisors
Texas
$2.33M -$16.9K -414 -0.7%
HWM
204
Howard Wealth Management
Connecticut
$2.33M +$77K +1,883 +3%
KAS
205
Kestra Advisory Services
Texas
$2.32M -$581K -14,223 -20%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$2.28M -$63.5K -1,554 -3%
OWA
207
Outlook Wealth Advisors
Texas
$2.26M -$53K -1,297 -2%
ECA
208
Elevated Capital Advisors
Utah
$2.24M +$2.24M +54,817 New
CFG
209
Cooper Financial Group
California
$2.23M +$79.5K +1,944 +4%
APA
210
Astoria Portfolio Advisors
New York
$2.22M +$427K +10,455 +24%
State Street
211
State Street
Massachusetts
$2.21M -$123K -3,000 -5%
FA
212
Flagstar Advisors
New York
$2.19M -$184K -4,495 -8%
PCM
213
Parsons Capital Management
Rhode Island
$2.18M -$22.7K -555 -1%
IRC
214
Investors Research Corp
Georgia
$2.14M -$7.52K -184 -0.4%
OPS
215
Orion Portfolio Solutions
Nebraska
$2.12M -$112K -2,748 -5%
TA
216
TruWealth Advisors
Louisiana
$2.08M -$47.7K -1,167 -2%
WWM
217
Windsor Wealth Management
Indiana
$2.07M +$1.22M +29,718 +144%
MWM
218
McNaughton Wealth Management
California
$2.06M +$1.11M +27,275 +118%
PP
219
Paloma Partners
Connecticut
$2.04M +$2.04M +50,000 New
FAIM
220
Financial Advocates Investment Management
Washington
$2.03M -$946K -22,850 -32%
RFWA
221
RPg Family Wealth Advisory
Massachusetts
$2.01M -$4.54K -106 -0.2%
EB
222
Eastern Bank
Massachusetts
$2.01M -$789K -19,302 -28%
VWA
223
Visionary Wealth Advisors
Illinois
$1.99M -$5.23M -128,020 -72%
CFGS
224
Concourse Financial Group Securities
Alabama
$1.97M +$162K +3,965 +9%
WFA
225
Wells Financial Advisors
Massachusetts
$1.94M +$57.6K +1,410 +3%