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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$343M +$297M +6,272,534 +627%
LPL Financial
2
LPL Financial
California
$196M +$19.7M +415,777 +11%
Bank of America
3
Bank of America
North Carolina
$96.2M +$12.3M +260,700 +15%
Morgan Stanley
4
Morgan Stanley
New York
$82.8M -$2.24M -47,398 -3%
RIG
5
RiverFront Investment Group
Virginia
$73.8M +$174K +3,677 +0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$59M +$17.6M +372,393 +42%
Wells Fargo
7
Wells Fargo
California
$58.9M +$7.36M +155,631 +14%
UBS Group
8
UBS Group
Switzerland
$42.1M +$1.28M +27,033 +3%
GI
9
Gradient Investments
Minnesota
$37.5M +$2.46M +52,085 +7%
PWAG
10
Polaris Wealth Advisory Group
California
$37.5M +$4.89M +103,369 +15%
GFPC
11
Global Financial Private Capital
Florida
$23.5M +$1.49M +31,580 +7%
RJA
12
Raymond James & Associates
Florida
$22.2M +$2.3M +48,670 +12%
AIM
13
Astor Investment Management
Illinois
$21M -$142K -2,999 -0.7%
JP Morgan Chase
14
JP Morgan Chase
New York
$19.7M +$12M +252,886 +154%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$19.1M +$4.79M +101,158 +33%
ACM
16
Aviance Capital Management
Florida
$18.5M -$6.4M -135,325 -26%
NA
17
Nottingham Advisors
New York
$18.2M +$915K +19,338 +5%
State Street
18
State Street
Massachusetts
$16M +$2.27M +47,924 +16%
SAS
19
Sage Advisory Services
Texas
$15.8M +$15.9M +335,140 New
BCI
20
Brinker Capital Investments
Pennsylvania
$14.3M -$528K -11,156 -4%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$13.6M +$10.1M +213,100 +284%
IA
22
IndexIQ Advisors
New York
$13.4M +$1.85M +39,157 +16%
FA
23
FDx Advisors
Illinois
$12.3M +$11.7M +248,260 +1,909%
ST
24
Spinnaker Trust
Maine
$12.3M +$339K +7,165 +3%
SWP
25
Stratos Wealth Partners
Ohio
$12M +$357K +7,553 +3%
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