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SPDR Blackstone Senior Loan ETF

451 hedge funds and large institutions have $3.2B invested in SPDR Blackstone Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 170 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.19%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
39
Increased
170
Reduced
188
Closed
40
Calls
$566K
Puts
$21.4M
Net Calls
-$20.8M
Net Calls Change
+$229K
Name Holding Trade Value Shares
Change
Shares
Change %
SI
201
Stephens Inc
Arkansas
$1.46M -$274K -6,542 -16%
AAS
202
Avantax Advisory Services
Texas
$1.43M -$423K -10,089 -23%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$1.42M +$478K +11,398 +51%
CC
204
Courier Capital
New York
$1.38M -$66K -1,575 -5%
SWM
205
Spire Wealth Management
Virginia
$1.37M +$1.19M +28,293 +636%
NAM
206
NTV Asset Management
West Virginia
$1.36M -$37.7K -900 -3%
AWM
207
Accel Wealth Management
Iowa
$1.36M +$71.7K +1,711 +6%
DWM
208
Drive Wealth Management
Utah
$1.34M +$381K +9,081 +40%
Invesco
209
Invesco
Georgia
$1.29M -$31.2K -744 -2%
SPC
210
Sigma Planning Corp
Michigan
$1.28M +$122K +2,902 +10%
AAM
211
Augustine Asset Management
Florida
$1.26M -$11.8K -282 -0.9%
JIP
212
Jaffetilchin Investment Partners
Florida
$1.25M -$274K -6,533 -18%
GC
213
Grimes & Company
Massachusetts
$1.25M -$55.2K -1,316 -4%
NA
214
Nottingham Advisors
New York
$1.24M -$55.3K -1,886 -4%
Koshinski Asset Management
215
Koshinski Asset Management
Illinois
$1.24M -$51.8K -1,236 -4%
Sumitomo Mitsui Trust Group
216
Sumitomo Mitsui Trust Group
Japan
$1.23M -$134K -3,199 -10%
PIA
217
Perennial Investment Advisors
California
$1.2M +$21K +500 +2%
RG
218
Retirement Group
California
$1.19M -$56.7K -1,352 -5%
BCM
219
BluePath Capital Management
Georgia
$1.18M +$1.18M +28,051 New
Cerity Partners
220
Cerity Partners
New York
$1.17M -$340K -8,119 -23%
FA
221
Flagstar Advisors
New York
$1.14M -$1.02M -24,403 -47%
OC
222
Oppenheimer & Co
New York
$1.14M -$278K -6,637 -20%
RC
223
Roundview Capital
New Jersey
$1.13M -$65.5K -1,562 -5%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$1.11M -$2.93M -69,948 -73%
BEI
225
Benjamin Edwards Inc
Missouri
$1.1M +$241K +5,735 +28%