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SPDR Blackstone Senior Loan ETF

525 hedge funds and large institutions have $7.1B invested in SPDR Blackstone Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 241 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
6.99%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
74
Increased
241
Reduced
152
Closed
42
Calls
$2.02M
Puts
$2.03M
Net Calls
-$16K
Net Calls Change
-$341K
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
201
Coppell Advisory Solutions
Texas
$1.86M +$665K +15,958 +55%
CAG
202
Csenge Advisory Group
Florida
$1.86M +$192K +4,611 +12%
PMA
203
Prudent Man Advisors
Illinois
$1.85M +$259K +6,200 +16%
First Trust Advisors
204
First Trust Advisors
Illinois
$1.84M +$195K +4,681 +12%
AW
205
Alteri Wealth
California
$1.82M +$1.82M +43,693 New
SW
206
Simplicity Wealth
New Jersey
$1.82M -$503K -12,053 -22%
NFTC
207
North Forty Two & Co
Oregon
$1.8M +$1.8M +43,206 New
AI
208
Atria Investments
North Carolina
$1.8M -$2.8M -66,999 -61%
PIWA
209
Prevail Innovative Wealth Advisors
Kansas
$1.79M +$304K +7,291 +20%
HWMC
210
Heritage Wealth Management (California)
California
$1.79M +$617K +14,791 +53%
IRC
211
Investors Research Corp
Georgia
$1.77M -$15.5K -371 -0.9%
OC
212
Oppenheimer & Co
New York
$1.75M +$498K +11,941 +40%
PAG
213
Paladin Advisory Group
Iowa
$1.74M +$199K +4,774 +13%
JCM
214
J2 Capital Management
Michigan
$1.73M +$1.73M +41,504 New
OPWM
215
Oregon Pacific Wealth Management
Oregon
$1.72M +$1.72M +41,328 New
CWMGO
216
Capstone Wealth Management Group (Oregon)
Oregon
$1.72M +$1.72M +41,140 New
NA
217
Nottingham Advisors
New York
$1.68M +$20.4K +490 +1%
DBIA
218
Dumont & Blake Investment Advisors
New Jersey
$1.63M +$172K +4,121 +12%
GWWM
219
Great Waters Wealth Management
Minnesota
$1.62M -$51.8K -1,242 -3%
BDF
220
Black Diamond Financial
Maryland
$1.62M -$90.6K -2,172 -5%
Sumitomo Mitsui Trust Group
221
Sumitomo Mitsui Trust Group
Japan
$1.59M -$316K -7,584 -17%
IAS
222
Insigneo Advisory Services
Florida
$1.58M +$421K +10,077 +36%
PAMG
223
Patton Albertson Miller Group
Tennessee
$1.53M -$6.01K -144 -0.4%
Comerica Bank
224
Comerica Bank
Texas
$1.52M +$488K +11,685 +47%
DADC
225
D.A. Davidson & Co
Montana
$1.51M -$145K -3,467 -9%