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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

512 hedge funds and large institutions have $4.61B invested in SPDR Blackstone Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 134 increasing their positions, 256 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
8.26%
Holding in Top 10
31
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-29.55%
% of All Funds
0.5%
New
85
Increased
134
Reduced
256
Closed
82
Calls
$6.92M
Puts
$95.9M
Net Calls
-$89M
Net Calls Change
+$7.48M

Top Buyers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$184M
2
State Street
State Street
Massachusetts
$73.4M
3
PCIG
Partners Capital Investment Group
Massachusetts
$56.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.2M
5
ICM
III Capital Management
Florida
$40.7M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$515M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.6M
3
Bank of America
Bank of America
North Carolina
$351M
4
Wells Fargo
Wells Fargo
California
$74.5M
5
Goldman Sachs
Goldman Sachs
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
201
Orion Portfolio Solutions
Nebraska
$1.95M -$173K -4,232 -8%
WF
202
Wayfinding Financial
Washington
$1.95M +$1.95M +42,787 New
RC
203
Roundview Capital
New Jersey
$1.94M +$369K +9,021 +23%
PCM
204
Parsons Capital Management
Rhode Island
$1.93M -$250K -6,113 -11%
VBFP
205
Valtinson Bruner Financial Planning
Minnesota
$1.85M -$1.6M -38,192 -46%
CFGS
206
Concourse Financial Group Securities
Alabama
$1.79M -$187K -4,564 -9%
CAL
207
Capital Analysts LLC
Pennsylvania
$1.77M -$10.9M -265,740 -86%
PWPS
208
Pinnacle Wealth Planning Services
Ohio
$1.73M +$132K +3,237 +8%
CAG
209
Crestwood Advisors Group
Massachusetts
$1.73M -$7.46M -182,399 -81%
WMA
210
Wealth Management Associates
New Jersey
$1.72M +$176K +4,311 +11%
SAM
211
Secure Asset Management
Michigan
$1.72M +$1.02M +24,928 +146%
First Trust Advisors
212
First Trust Advisors
Illinois
$1.71M +$11.2K +273 +0.7%
NAM
213
NTV Asset Management
West Virginia
$1.7M -$83.4K -2,040 -5%
SFA
214
Source Financial Advisors
New York
$1.7M -$35.6K -871 -2%
AI
215
Atria Investments
North Carolina
$1.68M -$10.9M -266,062 -87%
CC
216
Courier Capital
New York
$1.65M -$771K -18,855 -32%
ASN
217
Advisory Services Network
Georgia
$1.64M +$553K +13,519 +51%
IAN
218
Integrated Advisors Network
Texas
$1.63M -$1.2M -29,248 -42%
DADC
219
D.A. Davidson & Co
Montana
$1.61M -$882K -21,567 -35%
CFGF
220
Compass Financial Group (Florida)
Florida
$1.6M -$788K -19,279 -33%
VCP
221
Verus Capital Partners
Arizona
$1.58M +$978K +23,914 +164%
PMA
222
Prudent Man Advisors
Illinois
$1.57M +$812K +19,700 +106%
OMC
223
Old Mission Capital
Illinois
$1.57M -$1.36M -33,210 -46%
CWM
224
Collaborative Wealth Management
Florida
$1.52M -$80.3K -1,964 -5%
YIA
225
YHB Investment Advisors
Connecticut
$1.52M -$2.56M -62,532 -63%
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