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SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

SPDR Blackstone Senior Loan ETF logo
$41.46 +0.06 (+0.14%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
409
Total
Institutional Inflows
(last 12 months)
$3.53B
Number of
Institutional Sellers
(last 12 months)
256
Total
Institutional Outflows
(last 12 months)
$1.11B
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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
7/3/2025 City Center Advisors LLC25,893$1.08M1.2%+8.6%0.016%
7/2/2025 S. R. Schill & Associates83,290$3.46M2.6%+2.4%0.052%
7/2/2025 Howard Financial Services LTD.11,480$477K0.1%N/A0.007%
6/13/2025Optima Capital LLC12,552$516K0.3%+113.3%0.008%
6/2/2025Modern Wealth Management LLC7,553$311K0.0%-6.8%0.005%
5/28/2025Wealth Management Associates Inc.73,306$3.02M1.3%+16.7%0.046%
5/21/2025McAdam LLC21,327$877K0.1%-2.7%0.013%
5/21/2025Geneos Wealth Management Inc.22,424$922K0.0%+29.0%0.014%
5/20/2025Focus Partners Wealth9,873$406K0.0%-20.0%0.006%
5/20/2025Integrity Alliance LLC.39,419$1.62M0.1%N/A0.025%
5/19/2025Jane Street Group LLC145,599$5.99M0.0%-64.4%0.091%
5/19/2025SageView Advisory Group LLC10,362$426K0.0%-3.4%0.006%
5/19/2025Advisory Alpha LLC1,580,815$65.02M2.2%+19,159.4%0.989%
5/19/2025Palogic Value Management L.P.132,101$5.43M2.3%+4.7%0.083%
5/16/2025Semmax Financial Advisors Inc.205,588$8.40M2.2%+1.3%0.129%
5/16/2025Ascent Group LLC7,516$309K0.0%+47.6%0.005%
5/16/2025Coppell Advisory Solutions LLC379,653$15.51M1.2%+748.9%0.238%
5/16/2025Arete Wealth Advisors LLC9,920$408K0.0%+11.4%0.006%
5/16/2025Goldman Sachs Group Inc.6,220,027$255.83M0.0%-9.4%3.847%
5/16/2025Jones Financial Companies Lllp68,473$2.82M0.0%+2,091.8%0.043%
5/16/2025NewEdge Advisors LLC88,824$3.65M0.0%+17.2%0.056%
5/16/2025Integrated Wealth Concepts LLC214,873$8.84M0.1%+6.8%0.134%
5/16/2025Bain Capital Credit LP301,197$12.39M3.0%-3.0%0.188%
5/16/2025Banque Transatlantique SA5,312$202K0.0%N/A0.003%
5/16/2025Advisors Asset Management Inc.7,461$307K0.0%+117.5%0.005%
5/16/2025AlTi Global Inc.41,436$1.70M0.0%+60.2%0.026%
5/15/2025Ashton Thomas Securities LLC7,195$296K0.1%+49.6%0.005%
5/15/2025First Manhattan CO. LLC.208,650$8.58M0.0%-1.6%0.131%
5/15/2025Royal Bank of Canada1,979,171$81.40M0.0%+0.5%1.239%
5/15/2025Betterment LLC17,290$711K0.0%+38.7%0.011%
5/15/2025Calton & Associates Inc.97,958$4.03M0.9%+5.3%0.061%
5/15/2025Baird Financial Group Inc.65,708$2.70M0.0%-9.7%0.041%
5/15/2025Palogic Value Management L.P.132,101$5.43M2.3%+4.7%0.083%
5/15/2025BNP Paribas Financial Markets1,309,602$53.86M0.0%+76.6%0.820%
5/14/2025Transamerica Financial Advisors LLC20,819$857K0.1%-3.7%0.013%
5/14/2025Guggenheim Capital LLC615,497$25.32M0.2%-17.7%0.385%
5/14/2025Ieq Capital LLC69,696$2.87M0.0%-13.3%0.044%
5/14/2025CreativeOne Wealth LLC136,343$5.61M0.2%+10.2%0.085%
5/14/2025Samalin Investment Counsel LLC16,712$687K0.3%N/A0.010%
5/14/2025CNO Financial Group Inc.357,000$14.68M12.3%N/A0.223%
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5/14/2025Corebridge Financial Inc.9,585,037$394.23M2.3%N/A5.998%
5/14/2025Arizona PSPRS Trust7,842,233$322.55M10.9%+1.3%4.908%
5/14/2025Comerica Bank28,754$1.18M0.0%-21.0%0.018%
5/14/2025RPg Family Wealth Advisory LLC60,451$2.49M0.7%+1.4%0.038%
5/14/2025Synovus Financial Corp5,231$215K0.0%N/A0.003%
5/14/2025GE Investment Management CORP.669,912$27.55M13.8%+17.1%0.419%
5/14/2025Smartleaf Asset Management LLC1,011$42K0.0%+177.7%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.5,076$209K0.0%-24.7%0.003%
5/14/2025Kestra Advisory Services LLC38,496$1.58M0.0%-35.5%0.024%
5/14/20251832 Asset Management L.P.1,031,988$42.45M0.0%+0.9%0.646%
5/14/2025Hobbs Group Advisors LLC5,367$221K0.1%+10.0%0.003%
5/14/2025Ameriprise Financial Inc.906,115$37.27M0.0%+5.3%0.567%
5/14/2025CW Advisors LLC75,701$3.11M0.0%-23.0%0.047%
5/14/2025Flow Traders U.S. LLC10,901$448K0.0%-84.8%0.007%
5/14/2025Partners Capital Investment Group LLP1,618,507$66.57M1.1%+39.7%1.013%
5/14/2025ZEGA Investments LLC605,136$24.89M3.8%+3.7%0.379%
5/14/2025Petix & Botte Co143,359$5.90M1.6%-11.6%0.090%
5/14/2025Wellington Management Group LLP2,720,150$111.88M0.0%+78.3%1.702%
5/13/2025Elequin Capital LP28,963$1.19M0.1%N/A0.018%
5/13/2025Keystone Global Partners LLC16,003$658K0.5%N/A0.010%
5/13/2025CacheTech Inc.29,838$1.23M0.2%+37.3%0.019%
5/13/2025Steward Partners Investment Advisory LLC102,030$4.20M0.0%+10.4%0.064%
5/13/2025Adams Wealth Management29,838$1.23M0.2%+37.3%0.019%
5/13/2025Raymond James Financial Inc.1,141,103$46.93M0.0%+12.4%0.714%
5/13/2025State of New Jersey Common Pension Fund D1,900,000$78.15M0.4%+22.6%1.189%
5/13/2025American Century Companies Inc.978,814$40.26M0.0%-5.7%0.613%
5/13/2025Harbor Advisory Corp MA140,057$5.76M1.9%-1.8%0.088%
5/13/2025Lord Abbett & CO. LLC637,056$26.20M0.1%-81.2%0.399%
5/13/2025Prudential PLC79,520$3.27M0.0%+15.7%0.050%
5/13/2025HighTower Advisors LLC770,012$31.67M0.0%+17.1%0.484%
5/12/2025Nuveen LLC120,000$4.94M0.0%N/A0.075%
5/12/2025Astor Investment Management LLC34,127$1.40M0.7%-5.5%0.021%
5/12/2025Invesco Ltd.17,950$738K0.0%-3.6%0.011%
5/12/2025Florin Court Capital LLP14,300$588K0.6%-12.3%0.009%
5/12/2025Cynosure Group LLC174,808$7.19M1.0%+42.6%0.110%
5/12/2025Townsquare Capital LLC13,646$561K0.0%N/A0.009%
5/12/2025Donoghue Forlines LLC585,077$24.06M7.6%+2.3%0.368%
5/12/2025National Bank of Canada FI927,100$38.13M0.0%+8,428,081.8%0.583%
5/9/2025Deutsche Bank AG1,195,757$49.18M0.0%+0.8%0.751%
5/9/2025Chicago Partners Investment Group LLC9,122$372K0.0%+26.7%0.006%
5/9/2025WealthShield Partners LLC7,329$301K0.0%-16.4%0.005%
5/9/2025Legacy Capital Group California Inc.15,494$637K0.2%-3.4%0.010%
5/9/2025Endowment Wealth Management Inc.5,565$229K0.1%-6.3%0.003%
5/9/2025Atria Wealth Solutions Inc.58,052$2.39M0.0%-1.4%0.036%
5/9/2025Advyzon Investment Management LLC7,762$319K0.1%-33.7%0.005%
5/9/2025Plan Group Financial LLC27,639$1.14M0.4%N/A0.017%
5/9/2025IQ EQ FUND MANAGEMENT IRELAND Ltd8,124$334K0.0%N/A0.005%
5/9/2025L & S Advisors Inc629,125$25.88M3.2%+52.2%0.395%
5/9/2025Scotia Capital Inc.193,883$7.97M0.0%+0.4%0.122%
5/9/2025Novus Advisors LLC16,478$678K0.7%+53.2%0.010%
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5/9/2025Beta Wealth Group Inc.126,105$5.19M1.9%+44.1%0.079%
5/9/2025Bank of Nova Scotia645,900$26.57M0.1%-74.4%0.406%
5/9/2025Cumberland Partners Ltd5,495$226K0.0%N/A0.003%
5/9/2025PNC Financial Services Group Inc.24,992$1.03M0.0%-3.3%0.016%
5/8/2025Baker Avenue Asset Management LP131,908$5.43M0.2%+86.9%0.083%
5/8/2025Commerce Bank11,053$455K0.0%-34.3%0.007%
5/8/2025Moors & Cabot Inc.7,392$304K0.0%+17.4%0.005%
5/8/2025Jefferies Financial Group Inc.156,475$6.44M0.1%-3.2%0.098%
5/8/2025US Financial Advisors LLC29,613$1.22M0.4%-4.2%0.019%
5/8/2025Harbour Investments Inc.17,649$726K0.0%+34.2%0.011%
(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, 626 institutional investors and hedge funds held shares of SPDR Blackstone Senior Loan ETF. The most heavily invested institutionals were Healthcare of Ontario Pension Plan Trust Fund ($470.59M), Bank of America Corp DE ($446.26M), Corebridge Financial Inc. ($394.23M), Ocean Park Asset Management LLC ($326.56M), Arizona PSPRS Trust ($322.55M), Goldman Sachs Group Inc. ($255.83M), and State of Tennessee Department of Treasury ($247.81M).Learn more on SPDR Blackstone Senior Loan ETF's institutional investors.

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

Of the 521 institutional investors that purchased SPDR Blackstone Senior Loan ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Healthcare of Ontario Pension Plan Trust Fund ($11.27M), Corebridge Financial Inc. ($9.59M), Arizona PSPRS Trust ($7.84M), Ocean Park Asset Management LLC ($7.55M), International Assets Investment Management LLC ($4.78M), BNP Paribas Financial Markets ($3.65M), and Goldman Sachs Group Inc. ($3.19M).

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

Institutional investors have bought a total of 84,855,023 shares in the last 24 months. This purchase volume represents approximately $3.53B in transactions.

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

Of the 256 institutional investors that sold SPDR Blackstone Senior Loan ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lord Abbett & CO. LLC ($3.08M), International Assets Investment Management LLC ($2.35M), Bank of Nova Scotia ($1.88M), JPMorgan Chase & Co. ($1.48M), Partners Capital Investment Group LLP ($1.34M), Bank of Montreal Can ($1.29M), and New York Life Investment Management LLC ($1.23M).

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

Institutional investors have sold a total of 26,793,846 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.



This page (NYSEARCA:SRLN) was last updated on 7/6/2025 by MarketBeat.com Staff
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