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SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

$42.02
+0.02 (+0.05%)
(As of 05/20/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)

Number of
Institutional Buyers
(last 12 months)
278
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
240
Total
Institutional Outflows
(last 12 months)
$1.02B
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SRLN Institutional Buying and Selling by Quarter

SPDR Blackstone Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2024Adams Wealth Management28,819$1.21M0.3%+18.9%0.021%
5/17/2024 WealthPlan Investment Management LLC10,480$441K0.1%-20.0%0.008%
5/17/2024 Jaffetilchin Investment Partners LLC30,721$1.29M0.1%+1.4%0.022%
5/17/2024 Semmax Financial Advisors Inc.103,883$4.36M1.4%+5,661.7%0.076%
5/17/2024 Comerica Bank24,513$1.03M0.0%-21.8%0.018%
5/17/2024 Coppell Advisory Solutions Corp.21,902$922K0.2%N/A0.016%
5/16/2024 Jane Street Group LLC2,419,362$101.88M0.0%+234.9%1.766%
5/16/2024 B. Riley Wealth Advisors Inc.16,201$679K0.0%-30.7%0.012%
5/16/2024 Waverly Advisors LLC82,038$3.46M0.1%N/A0.060%
5/15/2024 Mount Yale Investment Advisors LLC26,046$1.10M0.1%+2.8%0.019%
5/15/2024 Price T Rowe Associates Inc. MD219,700$9.25M0.0%-2.7%0.160%
5/15/2024 GE Investment Management CORP.1,158,439$48.78M4.6%N/A0.846%
5/14/2024 Axxcess Wealth Management LLC39,704$1.67M0.0%+72.7%0.029%
5/14/2024 CreativeOne Wealth LLC96,971$4.08M0.2%+9.8%0.071%
5/14/2024 National Bank of Canada FI628,611$26.36M0.0%+9,805.6%0.459%
5/13/2024 Hilltop Partners LLC157,723$6.64M2.4%+6.1%0.115%
5/11/2024 Cynosure Group LLC84,480$3.55M0.6%+1.9%0.062%
5/11/2024 Hillsdale Investment Management Inc.12,860$542K0.0%+4.9%0.009%
5/11/2024 Retirement Financial Solutions LLC13,712$577K0.3%-14.4%0.010%
5/11/2024 Cercano Management LLC487,176$20.52M0.6%+38.1%0.356%
5/10/2024 Osaic Holdings Inc.612,097$25.78M0.1%-41.6%0.447%
5/10/2024 Prevail Innovative Wealth Advisors LLC23,071$972K0.4%+32.3%0.017%
5/9/2024 Orion Portfolio Solutions LLC107,345$4.52M0.0%+19.8%0.078%
5/9/2024 Kingsview Wealth Management LLC29,532$1.24M0.0%-3.2%0.022%
5/9/2024 Zega Financial LLC532,078$22.41M7.7%-9.1%0.388%
5/9/2024 Endowment Wealth Management Inc.6,812$287K0.2%-18.4%0.005%
5/9/2024 Koshinski Asset Management Inc.41,513$1.75M0.2%-16.4%0.030%
5/8/2024 Barings LLC370,000$15.58M0.4%N/A0.270%
5/8/2024 Paladin Advisory Group LLC35,235$1.47M1.2%+10.9%0.026%
5/8/2024 Avantax Advisory Services Inc.25,141$1.06M0.0%-16.3%0.018%
5/8/2024 Park Avenue Institutional Advisers LLC178,200$7.50M16.6%N/A0.130%
5/8/2024 Watershed Private Wealth LLC7,925$334K0.1%-88.3%0.006%
5/8/2024 Legacy Capital Group California Inc.62,541$2.63M1.0%+236.0%0.046%
5/8/2024 Donoghue Forlines LLC362,120$15.25M4.3%+57.4%0.264%
5/7/2024 Verus Capital Partners LLC47,210$1.99M0.2%+3.8%0.034%
5/7/2024 Choate Investment Advisors9,956$419K0.0%N/A0.007%
5/7/2024 Atomi Financial Group Inc.8,254$348K0.0%N/A0.006%
5/7/2024 Significant Wealth Partners LLC24,262$1.02M0.7%+90.2%0.018%
5/7/2024 Primoris Wealth Advisors LLC13,978$589K0.5%-1.7%0.010%
5/7/2024 NTV Asset Management LLC30,140$1.27M0.2%-3.2%0.022%
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5/7/2024 LPF Advisors LLC9,636$406K0.4%-4.9%0.007%
5/7/2024 Oppenheimer Asset Management Inc.225,621$9.50M0.1%-9.6%0.165%
5/7/2024 Oppenheimer & Co. Inc.30,840$1.30M0.0%-13.2%0.023%
5/7/2024 PFG Advisors49,422$2.08M0.2%+9.2%0.036%
5/7/2024 Prospera Private Wealth LLC5,446$229K0.2%N/A0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.160,331$6.75M0.0%+29.4%0.117%
5/6/2024 TFG Advisers LLC69,218$2.92M1.1%+20.8%0.051%
5/6/2024 Advisory Alpha LLC13,985$589K0.0%-8.2%0.010%
5/4/2024 Geneos Wealth Management Inc.15,606$657K0.0%-19.8%0.011%
5/4/2024 Csenge Advisory Group46,683$1.97M0.1%-1.2%0.034%
5/4/2024 Richardson Financial Services Inc.23,729$999K0.7%+14.3%0.017%
5/3/2024 MRA Advisory Group146,901$6.19M3.7%+12.3%0.107%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,853$204K0.0%-24.9%0.004%
5/2/2024 RiverFront Investment Group LLC6,303$265K0.0%-90.3%0.005%
5/2/2024 USAdvisors Wealth Management LLC72,925$3.07M1.2%-2.5%0.053%
5/2/2024 Financial Counselors Inc.8,412$354K0.0%-34.2%0.006%
5/2/2024 Magnolia Capital Advisors LLC5,788$242K0.2%N/A0.004%
5/2/2024 Graypoint LLC27,141$1.14M0.1%+8.8%0.020%
5/1/2024 Janney Montgomery Scott LLC202,541$8.53M0.0%+22.4%0.148%
5/1/2024 BNP Paribas Financial Markets2,588,299$108.99M0.1%+338.4%1.874%
5/1/2024 Auour Investments LLC11,982$505K0.2%+17.1%0.009%
5/1/2024 Retirement Group LLC27,212$1.15M0.4%-4.0%0.020%
5/1/2024 Mission Wealth Management LP296,738$12.50M0.3%+13.9%0.215%
5/1/2024 Worth Financial Advisory Group LLC9,759$411K0.3%+14.5%0.007%
4/30/2024 Private Advisor Group LLC56,793$2.39M0.0%-2.5%0.041%
4/30/2024 J.W. Cole Advisors Inc.16,682$702K0.0%-4.8%0.012%
4/30/2024 Astor Investment Management LLC242,083$10.19M4.0%N/A0.175%
4/30/2024 Curtis Advisory Group LLC119,407$5.03M1.9%+124.9%0.086%
4/30/2024Concord Wealth Partners448,278$18.88M3.4%+3.7%0.325%
4/30/2024 Naples Global Advisors LLC30,255$1.27M0.1%-11.9%0.022%
4/29/2024Commonwealth Equity Services LLC176,852$7.45M0.0%-17.1%0.128%
4/29/2024 Benjamin Edwards Inc.25,079$1.06M0.2%-1.0%0.018%
4/29/2024 Benjamin F. Edwards & Company Inc.16,338$688K0.0%-1.9%0.012%
4/29/2024 Harbor Advisory Corp MA240,357$10.12M3.4%-0.2%0.174%
4/26/2024 Crestone Asset Management LLC193,050$8.13M1.6%+396.1%0.140%
4/26/2024 YHB Investment Advisors Inc.1,240$52K0.0%-92.3%0.001%
4/26/2024 Clear Creek Financial Management LLC25,950$1.09M0.1%+188.6%0.019%
4/26/2024 MONECO Advisors LLC10,498$442K0.1%+17.3%0.008%
4/26/2024 LifePro Asset Management35,946$1.51M1.0%+16.9%0.026%
4/26/2024 Caliber Wealth Management LLC39,998$1.68M0.9%-21.0%0.029%
4/25/2024 Adell Harriman & Carpenter Inc.164,330$6.92M0.6%-1.7%0.119%
4/25/2024 Osborne Partners Capital Management LLC612,230$25.78M1.6%+5.7%0.443%
4/25/2024 Eudaimonia Partners LLC33,389$1.41M0.3%+25.2%0.024%
4/25/2024 Eudaimonia Advisors LLC12,383$521K0.3%-5.6%0.009%
4/24/2024 Patton Albertson Miller Group LLC37,801$1.59M0.2%-4.0%0.027%
4/24/2024 CENTRAL TRUST Co88,694$3.74M0.1%+2.7%0.064%
4/24/2024 1900 Wealth Management LLC45,581$1.92M0.2%-15.9%0.033%
4/24/2024 Dakota Wealth Management485,621$20.45M0.5%+72.6%0.352%
4/24/2024 Simplicity Wealth LLC10,392$438K0.0%+51.6%0.008%
4/24/2024 Avitas Wealth Management LLC11,875$500K0.1%+5.5%0.009%
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4/24/2024 Spire Wealth Management34,018$1.43M0.1%+2.3%0.025%
4/24/2024 Essex Financial Services Inc.6,362$268K0.0%+28.8%0.005%
4/23/2024 Canal Capital Management LLC101,165$4.26M0.7%-9.0%0.073%
4/23/2024 Global Retirement Partners LLC67,664$2.85M0.1%+6.5%0.049%
4/23/2024 Luken Investment Analytics LLC137,800$5.80M2.9%+10.6%0.100%
4/23/2024 Gradient Investments LLC2,951$124K0.0%-34.9%0.002%
4/23/2024 McAdam LLC16,860$710K0.0%+12.5%0.012%
4/23/2024 Stablepoint Partners LLC144,527$6.09M1.2%+17.3%0.105%
4/23/2024 Raymond James Financial Services Advisors Inc.261,950$11.03M0.0%+6.5%0.190%
4/22/2024 Nilsine Partners LLC45,059$1.90M0.3%+9.3%0.033%
(Data available from 1/1/2016 forward)

SRLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SRLN shares?

During the previous two years, 624 institutional investors and hedge funds held shares of SPDR Blackstone Senior Loan ETF. The most heavily invested institutionals were Bank of America Corp DE ($350.79M), Morgan Stanley ($220.37M), State of Tennessee Treasury Department ($196.03M), Goldman Sachs Group Inc. ($165.83M), SCS Capital Management LLC ($154.72M), Advisor Group Holdings Inc. ($152.03M), and Royal Bank of Canada ($117.51M).Learn more on SRLN's institutional investors.

Which institutional investors have been buying SPDR Blackstone Senior Loan ETF stock?

Of the 510 institutional investors that purchased SPDR Blackstone Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($5.28M), Goldman Sachs Group Inc. ($3.19M), International Assets Investment Management LLC ($3.16M), BNP Paribas Financial Markets ($2.59M), Partners Capital Investment Group LLP ($1.94M), Advisor Group Holdings Inc. ($1.93M), and Wright Fund Management LLC ($1.73M).

How much institutional buying is happening at SPDR Blackstone Senior Loan ETF?

Institutional investors have bought a total of 58,110,374 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

Which SPDR Blackstone Senior Loan ETF major shareholders have been selling company stock?

Of the 415 institutional investors that sold SPDR Blackstone Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($7.43M), Osaic Holdings Inc. ($6.68M), Angeles Investment Advisors LLC ($4.87M), State of New Jersey Common Pension Fund D ($4.48M), Royal Bank of Canada ($3.72M), Franklin Resources Inc. ($3.63M), and Envestnet Asset Management Inc. ($3.17M).

How much institutional selling is happening at SPDR Blackstone Senior Loan ETF?

Institutional investors have sold a total of 91,575,141 shares in the last 24 months. This volume of shares sold represents approximately $3.79B in transactions.


This page (NYSEARCA:SRLN) was last updated on 5/20/2024 by MarketBeat.com Staff

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