Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free SRLN Stock Alerts

SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

SPDR Blackstone Senior Loan ETF logo
$40.56 +0.05 (+0.12%)
As of 12:11 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
359
Total
Institutional Inflows
(last 12 months)
$909.59M
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$875.04M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SRLN Institutional Buying and Selling by Quarter

SPDR Blackstone Senior Loan ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2026 Partners Capital Investment Group LLP42,910$1.73M0.1%N/A0.033%
8/1/2026 Soltis Investment Advisors LLC10,383$418K0.0%-60.8%0.008%
8/1/2026 Stonebridge Financial Planning Group LLC6,380$257K0.1%-23.9%0.005%
7/31/2026 BlueChip Wealth Advisors LLC9,127$368K0.1%N/A0.007%
7/31/2026 Bailard Inc.5,166$208K0.0%N/A0.004%
7/30/2026 Sumitomo Mitsui Trust Group Inc.57,694$2.32M0.0%+24.3%0.044%
7/30/2026 Sovran Advisors LLC39,142$1.58M0.1%+5.1%0.030%
7/29/2026 Curtis Advisory Group LLC32,527$1.31M0.3%-74.4%0.025%
7/28/2026 TradeWell Securities LLC.43,018$1.73M0.6%+10.3%0.033%
7/28/2026 NewSquare Capital LLC125,902$5.07M0.4%+0.7%0.096%
7/28/2026 Creative Financial Designs Inc. ADV13,455$542K0.0%+9.9%0.010%
7/28/2026 Kestra Private Wealth Services LLC272,468$10.98M0.1%+5.1%0.208%
7/28/2026 Strategic Financial Concepts LLC38,519$1.55M0.5%+4.1%0.029%
7/28/2026 Novus Advisors LLC19,720$795K1.7%+3.2%0.015%
7/28/2026 Capstone Wealth Management Group Inc.32,915$1.33M0.8%N/A0.025%
7/27/2026 Samalin Investment Counsel LLC10,774$434K0.1%+6.9%0.008%
7/27/2026 Blueline Advisors LLC153,628$6.19M4.3%+2.1%0.117%
7/10/2026 Investors Research Corp40,057$1.61M0.3%-2.8%0.031%
7/10/2026 Accel Wealth Management7,200$290K0.1%-22.6%0.006%
7/10/2026 Ocean Park Asset Management LLC3,162,200$127.41M6.1%+148.0%2.440%
7/10/2026 KMG Fiduciary Partners LLC260,160$10.48M1.0%-1.6%0.201%
7/10/2026 Wealthcare Advisory Partners LLC6,726$271K0.0%N/A0.005%
7/9/2026 Vertrix Wealth Management LLC146,567$5.91M2.0%N/A0.113%
7/9/2026 Great Waters Wealth Management37,787$1.52M0.1%-4.0%0.029%
7/9/2026 Tactive Advisors LLC29,538$1.19M0.3%-8.2%0.023%
7/9/2026 Hennion & Walsh Asset Management Inc.209,986$8.46M0.2%+8.1%0.162%
7/9/2026 Windsor Capital Management LLC126,416$5.09M1.3%-2.6%0.098%
7/8/2026 MRA Advisory Group259,585$10.46M3.8%+2.7%0.200%
7/8/2026 Beacon Financial Strategies CORP925$37K0.0%N/A0.001%
7/8/2026 Matthew Goff Investment Advisor LLC211,865$8.54M1.4%N/A0.163%
7/7/2026 Dynamic Advisor Solutions LLC10,053$405K0.0%-14.7%0.008%
7/7/2026 CGN Advisors LLC8,968$361K0.0%-27.8%0.007%
7/7/2026 City Center Advisors LLC36,413$1.47M1.2%+6.8%0.028%
7/6/2026 Stableford Capital II LLC30,184$1.22M0.4%+68.6%0.023%
7/2/2026 CX Institutional3,056$123K0.0%-38.9%0.002%
6/26/2026 WealthPoint Financial LLC15,352$616K0.5%+26.7%0.013%
6/12/2026 S&A Financial Services Inc.156,016$6.26M4.3%N/A0.127%
6/3/2026 NewEdge Advisors LLC93,287$3.75M0.0%+2.8%0.076%
5/22/2026 Verus Capital Partners LLC14,473$581K0.0%-2.2%0.012%
5/19/2026 Western Wealth Management LLC163,006$6.54M0.2%+485.4%0.133%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
5/19/2026 Royal Fund Management LLC11,661$468K0.0%+5.7%0.010%
5/19/2026 NewEdge Advisors LLC73,781$2.96M0.1%-18.7%0.060%
5/19/2026 Bank of America Corp DE7,575,935$304.10M0.0%-28.8%6.182%
5/19/2026 Edgestream Partners L.P.48,098$1.93M0.1%-45.4%0.039%
5/19/2026 Strategic Investment Advisors MI2,952$118K0.0%N/A0.002%
5/19/2026 Arkadios Wealth Advisors8,392$337K0.0%+9.2%0.007%
5/18/2026 Amundi367,394$14.75M0.0%N/A0.300%
5/18/2026 EverSource Wealth Advisors LLC2,424$97K0.0%+100.0%0.002%
5/18/2026 Royal Bank of Canada2,251,471$90.38M0.0%+2.4%1.837%
5/16/2026 Glen Eagle Advisors LLC3,930$158K0.0%-10.0%0.003%
5/15/2026 Gateway Wealth Partners LLC14,661$589K0.0%N/A0.012%
5/15/2026 Wealth Watch Advisors INC5,929$238K0.1%+50.1%0.005%
5/15/2026 Pacific Asset Management LLC997,066$40.02M19.6%-34.3%0.760%
5/15/2026 Waverly Advisors LLC116,707$4.69M0.0%+2.8%0.095%
5/15/2026 Cumberland Partners Ltd8,869$356K0.0%+6.5%0.007%
5/14/2026 Compound Planning Inc.9,799$393K0.0%+51.4%0.008%
5/14/2026 Sei Investments Co.6,442$259K0.0%-12.9%0.005%
5/14/2026 Lido Advisors LLC25,148$1.01M0.0%-26.7%0.021%
5/13/2026 Cetera Investment Advisers507,278$20.36M0.0%+62.9%0.414%
5/13/2026 Signature Equity Partners LLC730$29K0.0%+1,453.2%0.001%
5/13/2026 NewEdge Wealth LLC7,283$292K0.0%N/A0.006%
5/13/2026 First Citizens Bank & Trust Co.5,131$206K0.0%N/A0.004%
5/13/2026 First Trust Advisors LP47,611$1.91M0.0%+14.3%0.039%
5/12/2026 Fortis Capital Management LLC17,366$697K0.1%-91.3%0.014%
5/12/2026 CacheTech Inc.8,839$355K0.1%-17.1%0.007%
5/8/2026 Summit Global Investments185,262$7.44M0.4%+18.7%0.151%
5/7/2026 Beta Wealth Group Inc.5,128$206K0.1%-96.8%0.004%
5/7/2026 Hollencrest Capital Management873$35K0.0%-69.9%0.001%
5/7/2026 Balefire LLC8,826$354K0.1%+12.5%0.007%
5/7/2026 Decker Wealth Management LLC5,932$238K0.1%N/A0.005%
5/6/2026 Assetmark Inc.314,379$12.62M0.0%+2.9%0.257%
5/6/2026 AXS Investments LLC60,287$2.42M1.0%+58.2%0.049%
5/6/2026 Independent Financial Group LLC207,518$8.33M0.2%N/A0.169%
5/6/2026 Prosperity Consulting Group LLC19,661$789K0.0%+9.6%0.016%
5/5/2026 D.A. Davidson & CO.27,408$1.10M0.0%-4.9%0.022%
5/5/2026 Compass Financial Group Inc.51,140$2.05M0.9%-0.7%0.042%
5/5/2026 Bank of New York Mellon Corp54,786$2.20M0.0%-11.7%0.045%
5/5/2026 Geneos Wealth Management Inc.16,140$648K0.0%+2.1%0.013%
5/5/2026 SouthState Bank Corp3,000$120K0.0%N/A0.002%
5/5/2026 Sanctuary Advisors LLC177,048$7.11M0.0%-16.6%0.144%
5/5/2026 Sigma Planning Corp41,319$1.66M0.0%-23.6%0.034%
5/5/2026 Adell Harriman & Carpenter Inc.82,823$3.33M0.2%-3.0%0.068%
5/5/2026 Hillsdale Investment Management Inc.21,020$844K0.0%+29.8%0.017%
5/4/2026 Calamos Advisors LLC316,100$12.69M0.0%-61.1%0.258%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,902$277K0.0%-4.4%0.006%
5/4/2026 Chicago Partners Investment Group LLC8,598$348K0.0%-4.9%0.007%
5/4/2026 Hibernia Wealth Partners LLC77,788$3.12M0.9%+4.4%0.063%
5/2/2026 International Assets Investment Management LLC51,412$2.06M0.0%+1.7%0.042%
5/2/2026 Diversify Wealth Management LLC1,012,277$41.08M0.7%+6,701.6%0.826%
5/1/2026 Fifth Third Bancorp26,703$1.07M0.0%N/A0.022%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
5/1/2026 Sovran Advisors LLC37,227$1.51M0.1%-1.7%0.030%
5/1/2026 S. R. Schill & Associates93,954$3.77M2.5%+8.5%0.076%
5/1/2026 Sachetta LLC27,062$1.09M0.6%+2.1%0.022%
5/1/2026 Darwin Wealth Management LLC20,137$808K0.3%-4.3%0.016%
5/1/2026 Simplicity Wealth LLC58,228$2.34M0.1%-0.9%0.047%
5/1/2026 Petix & Botte Co107,256$4.31M1.0%-5.0%0.087%
4/30/2026 Kestra Advisory Services LLC43,798$1.76M0.0%+9.8%0.036%
4/30/2026 Sumitomo Mitsui Trust Group Inc.46,406$1.86M0.0%-5.1%0.038%
4/30/2026 Quantum Portfolio Management LLC13,300$534K0.0%-15.8%0.011%
4/30/2026 PCB Capital LLC5,197$209K0.3%N/A0.004%


SRLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 635 institutional investors and hedge funds held shares of SPDR Blackstone Senior Loan ETF. The most heavily invested institutionals were Morgan Stanley ($460.77M), Healthcare of Ontario Pension Plan Trust Fund ($402.69M), Corebridge Financial Inc. ($394.23M), Arizona PSPRS Trust ($344.91M), Bank of America Corp DE ($304.10M), State of Tennessee Department of Treasury ($257.64M), and Goldman Sachs Group Inc. ($256.52M).Learn more on SPDR Blackstone Senior Loan ETF's institutional investors.

Of the 562 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), Ocean Park Asset Management LLC ($10.61M), Corebridge Financial Inc. ($9.59M), Lord Abbett & CO. LLC ($2.77M), Advisory Alpha LLC ($2.54M), Bank of America Corp DE ($2.44M), and International Assets Investment Management LLC ($2.35M).

Institutional investors have bought a total of 22,147,667 shares in the last 24 months. This purchase volume represents approximately $909.59M in transactions.

Of the 200 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: Bank of America Corp DE ($5.65M), Ocean Park Asset Management LLC ($5.26M), Renaissance Technologies LLC ($1.35M), Pacific Asset Management LLC ($1.33M), Healthcare of Ontario Pension Plan Trust Fund ($960K), Ameritas Advisory Services LLC ($513.87K), and Calamos Advisors LLC ($496.71K).

Institutional investors have sold a total of 21,251,229 shares in the last 24 months. This volume of shares sold represents approximately $875.04M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SRLN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel