Free Trial

SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

SPDR Blackstone Senior Loan ETF logo
$40.66 +0.14 (+0.33%)
As of 10:46 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
388
Total
Institutional Inflows
(last 12 months)
$2.96B
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$893.34M
Get SRLN Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Blackstone Senior Loan ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/2/2025Dakota Wealth Management12,031$495K0.0%-9.9%0.008%
5/2/2025SBI Securities Co. Ltd.14,072$579K0.0%+18.5%0.009%
5/2/2025Apollon Wealth Management LLC7,642$314K0.0%-17.7%0.005%
5/2/2025Sigma Planning Corp46,019$1.89M0.1%+2.6%0.029%
5/1/2025ELCO Management Co. LLC13,750$566K0.3%+3.8%0.009%
5/1/2025Prudent Man Advisors LLC110,500$4.55M1.7%+148.9%0.069%
5/1/2025CWM LLC103,737$4.27M0.0%+8.9%0.065%
5/1/2025Hughes Financial Services LLC622$25K0.0%N/A0.000%
5/1/2025Rainey & Randall Wealth Advisors Inc.137,087$5.64M1.1%-2.2%0.086%
5/1/2025Stephens Inc. AR49,506$2.04M0.0%-27.4%0.031%
5/1/2025FDx Advisors Inc.13,743$565K0.2%-6.2%0.009%
5/1/2025Curtis Advisory Group LLC130,641$5.37M1.6%-4.6%0.082%
5/1/2025Fortem Financial Group LLC116,316$4.78M1.9%N/A0.073%
5/1/2025Diversify Wealth Management LLC9,387$384K0.0%-30.4%0.006%
4/30/2025 Cerity Partners LLC110,873$4.56M0.0%-0.5%0.070%
4/30/2025 Allworth Financial LP12,446$508K0.0%-14.3%0.008%
4/30/2025 Heritage Wealth Management Inc. CA 41,738$1.72M1.3%-2.5%0.026%
4/30/2025 Peddock Capital Advisors LLC14,193$584K0.1%-7.7%0.009%
4/30/2025 Axxcess Wealth Management LLC20,930$861K0.0%-18.3%0.013%
4/30/2025 Twelve Points Wealth Management LLC111,614$4.59M1.2%+10.7%0.070%
4/30/2025 TradeWell Securities LLC.26,404$1.09M0.6%+20.0%0.017%
4/30/2025 AlphaStar Capital Management LLC505,792$20.80M2.4%+19.7%0.318%
4/30/2025 Stratos Wealth Partners LTD.46,627$1.92M0.0%+30.5%0.029%
4/30/2025 NTV Asset Management LLC17,100$703K0.1%-5.0%0.011%
4/30/2025 Ninety One UK Ltd431,500$17.75M0.0%+117.5%0.271%
4/30/2025 Ninety One North America Inc.15,970$657K0.0%+50.7%0.010%
4/30/2025 Abound Financial LLC965$40K0.0%N/A0.001%
4/30/2025 J Hagan Capital Inc.15,846$661K0.6%N/A0.010%
4/29/2025 Raleigh Capital Management Inc.42,327$1.74M0.8%+55.9%0.027%
4/29/2025 Envestnet Asset Management Inc.949,095$39.04M0.0%-33.7%0.596%
4/29/2025 Adell Harriman & Carpenter Inc.91,075$3.75M0.3%-10.3%0.057%
4/29/2025 Bank of New York Mellon Corp410,694$16.89M0.0%-27.3%0.258%
4/29/2025 World Investment Advisors59,630$2.45M0.1%-4.9%0.037%
4/29/2025 Wayfinding Financial LLC2,320$95K0.0%N/A0.001%
4/29/2025 Catalyst Capital Advisors LLC374,591$15.41M0.3%+133.9%0.235%
4/29/2025 Huntleigh Advisors Inc.7,116$293K0.1%-6.2%0.004%
4/28/2025 D.A. Davidson & CO.38,343$1.58M0.0%+5.9%0.024%
4/28/2025 Private Trust Co. NA11,276$464K0.0%-11.4%0.007%
4/28/2025 Oregon Pacific Wealth Management LLC42,992$1.77M1.8%+4.0%0.027%
4/28/2025 Redmont Wealth Advisors LLC8,736$359K0.7%+18.1%0.005%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/28/2025 Clear Creek Financial Management LLC39,327$1.62M0.2%+46.1%0.025%
4/25/2025 Mather Group LLC.998$41K0.0%N/A0.001%
4/25/2025 Koshinski Asset Management Inc.26,477$1.09M0.1%+6.5%0.017%
4/25/2025 Perissos Private Wealth Management LLC62,580$2.57M2.3%-4.4%0.039%
4/25/2025 Ameritas Advisory Services LLC690,648$28.44M1.2%-5.2%0.434%
4/25/2025 Albion Financial Group UT63,254$2.60M0.2%+8.5%0.040%
4/25/2025 Shilanski & Associates Inc.203,812$8.38M2.6%+5.4%0.128%
4/25/2025 Bay Capital Advisors LLC46,021$1.89M1.6%-4.2%0.029%
4/25/2025 Essex Financial Services Inc.5,421$223K0.0%-25.9%0.003%
4/25/2025 Joel Isaacson & Co. LLC36,720$1.51M0.1%+15.9%0.023%
4/25/2025 Capital Advisors Wealth Management LLC4,902$202K0.0%N/A0.003%
4/25/2025 Sumitomo Mitsui Trust Group Inc.39,194$1.61M0.0%+2.8%0.025%
4/24/2025 Allspring Global Investments Holdings LLC14,900$613K0.0%+4.2%0.009%
4/24/2025 Mascoma Wealth Management LLC8,630$355K0.1%-7.0%0.005%
4/24/2025 Primoris Wealth Advisors LLC14,093$580K0.4%-2.7%0.009%
4/24/2025 Hibernia Wealth Partners LLC34,385$1.41M1.0%-3.2%0.022%
4/23/2025 Western Wealth Management LLC16,262$669K0.0%+14.5%0.010%
4/23/2025 Creative Financial Designs Inc. ADV3,612$149K0.0%+1,505.3%0.002%
4/23/2025 Aspetuck Financial Management LLC67,847$2.79M2.4%N/A0.043%
4/23/2025 Perigon Wealth Management LLC172,617$7.10M0.2%+28.0%0.108%
4/23/2025 Live Oak Investment Partners145,409$5.98M4.7%+8.1%0.091%
4/23/2025 Spire Wealth Management2,731$112K0.0%-54.4%0.002%
4/23/2025 Golden State Equity Partners57,856$2.38M0.5%+16.8%0.036%
4/23/2025 Balboa Wealth Partners10,489$431K0.1%+49.9%0.007%
4/23/2025 Investment Planning Advisors Inc.12,980$534K0.2%-3.1%0.008%
4/23/2025 Consolidated Portfolio Review Corp7,777$320K0.1%+8.9%0.005%
4/23/2025 Hofer & Associates. Inc89,250$3.67M2.5%+1.7%0.056%
4/23/2025 Oppenheimer & Co. Inc.46,246$1.90M0.0%+10.4%0.029%
4/23/2025 Oppenheimer Asset Management Inc.245,807$10.11M0.1%-1.4%0.154%
4/23/2025 Continuum Advisory LLC3,654$150K0.0%+268.3%0.002%
4/22/2025 Wetzel Investment Advisors Inc.13,599$559K0.3%+65.3%0.009%
4/22/2025 TrueMark Investments LLC42,654$1.75M0.5%+535.6%0.027%
4/22/2025 Refined Wealth Management210,079$8.64M7.1%-2.1%0.132%
4/22/2025 Shum Financial Group Inc.30,950$1.27M1.1%-4.1%0.019%
4/22/2025 Nilsine Partners LLC65,891$2.71M0.3%+20.0%0.041%
4/22/2025 Aspire Private Capital LLC115,416$4.75M1.2%+56.1%0.073%
4/22/2025 Worth Financial Advisory Group LLC8,723$359K0.2%-18.0%0.005%
4/22/2025 PFG Investments LLC15,333$631K0.0%-23.4%0.010%
4/22/2025 Advisor Resource Council47,177$1.89M0.1%N/A0.030%
4/21/2025 Stableford Capital II LLC7,241$293K0.1%-94.3%0.005%
4/21/2025 Osborne Partners Capital Management LLC741,873$30.51M1.8%+8.8%0.466%
4/21/2025 LifeGoal Wealth Advisors7,604$313K0.3%N/A0.005%
4/21/2025 Matthew Goff Investment Advisor LLC263,610$10.84M2.0%-4.1%0.166%
4/21/2025 Envestnet Portfolio Solutions Inc.235,340$9.68M0.0%-7.2%0.148%
4/21/2025 Friedenthal Financial40,245$1.66M1.0%-71.5%0.025%
4/21/2025 Luken Investment Analytics LLC160,586$6.61M3.1%-1.0%0.101%
4/21/2025 Kingswood Wealth Advisors LLC5,954$245K0.0%-59.4%0.004%
4/21/2025 S. R. Schill & Associates81,305$3.34M2.7%N/A0.051%
4/18/2025 Shepherd Financial Partners LLC13,841$569K0.1%-6.0%0.007%
4/18/2025 CENTRAL TRUST Co67,398$2.77M0.1%-1.7%0.035%
Trump Makes Major Crypto Announcement (Ad)

Trump's Pro-Crypto Agenda Finally Sparks Market Recovery With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick.

4/18/2025 Rakuten Securities Inc.1,433$59K0.0%+182.6%0.001%
4/18/2025 Insigneo Advisory Services LLC48,821$2.01M0.2%+29.1%0.026%
4/17/2025 Janney Montgomery Scott LLC184,026$7.57M0.0%-25.9%0.096%
4/17/2025 Exchange Traded Concepts LLC19,956$821K0.0%-16.2%0.010%
4/17/2025 Lockerman Financial Group Inc.8,494$349K0.5%N/A0.004%
4/17/2025 Prentice Wealth Management LLC11,550$475K0.1%-5.6%0.006%
4/17/2025 Dynamic Advisor Solutions LLC12,331$507K0.0%N/A0.006%
4/16/2025 Dover Advisors LLC17,120$704K0.3%+17.3%0.009%
4/16/2025 Retirement Financial Solutions LLC9,272$381K0.2%-14.4%0.005%
4/16/2025 Wealth Enhancement Advisory Services LLC179,814$7.40M0.0%-9.9%0.094%
(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, 614 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), Ocean Park Asset Management LLC ($326.56M), Arizona PSPRS Trust ($323.06M), State of Tennessee Department of Treasury ($247.81M), Morgan Stanley ($220.37M), and State of Tennessee Treasury Department ($196.03M).Learn more on SRLN's institutional investors.

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

Of the 512 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: Healthcare of Ontario Pension Plan Trust Fund ($11.27M), Arizona PSPRS Trust ($7.74M), Ocean Park Asset Management LLC ($7.55M), International Assets Investment Management LLC ($4.78M), Goldman Sachs Group Inc. ($3.19M), BNP Paribas Financial Markets ($3.09M), and Lord Abbett & CO. LLC ($2.76M).

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

Institutional investors have bought a total of 98,859,820 shares in the last 24 months. This purchase volume represents approximately $4.13B in transactions.

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

Of the 370 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: Osaic Holdings Inc. ($6.68M), LPL Financial LLC ($6.42M), Envestnet Asset Management Inc. ($2.56M), RiverFront Investment Group LLC ($2.40M), International Assets Investment Management LLC ($2.36M), New York Life Investment Management LLC ($1.76M), and Partners Capital Investment Group LLP ($1.75M).

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

Institutional investors have sold a total of 55,868,262 shares in the last 24 months. This volume of shares sold represents approximately $2.33B in transactions.



This page (NYSEARCA:SRLN) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners