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SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

SPDR Blackstone Senior Loan ETF logo
$40.47 -0.01 (-0.02%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)

Number of
Institutional Buyers
(last 12 months)
419
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$1.27B
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SRLN Institutional Buying and Selling by Quarter

SPDR Blackstone Senior Loan ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026D.A. Davidson & CO.27,408$1.10M0.0%-4.9%0.022%
5/5/2026Compass Financial Group Inc.51,140$2.05M0.9%-0.7%0.042%
5/5/2026Bank of New York Mellon Corp54,786$2.20M0.0%-11.7%0.045%
5/5/2026Geneos Wealth Management Inc.16,140$648K0.0%+2.1%0.013%
5/5/2026SouthState Bank Corp3,000$120K0.0%N/A0.002%
5/5/2026Sanctuary 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%
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%
4/29/2026 Axxcess Wealth Management LLC34,610$1.39M0.0%+1.9%0.028%
4/29/2026 Sagace Wealth Management LLC29,852$1.20M0.8%-33.3%0.024%
4/29/2026 Advance Capital Management Inc.6,232$250K0.0%N/A0.005%
4/29/2026 Integrated Advisors Network LLC64,182$2.58M0.1%-5.9%0.052%
4/29/2026 Dumont & Blake Investment Advisors LLC49,030$1.97M0.5%+1.0%0.040%
4/28/2026 Ascentis Independent Advisors72,124$2.90M0.2%+95.5%0.059%
4/28/2026 Stephens Inc. AR64,320$2.58M0.0%+3.9%0.052%
4/28/2026 Raleigh Capital Management Inc.56,489$2.27M0.8%+9.0%0.046%
4/28/2026 Koshinski Asset Management Inc.22,769$914K0.1%-2.6%0.019%
4/27/2026 HB Wealth Management LLC7,153$287K0.0%N/A0.006%
4/27/2026 Osborne Partners Capital Management LLC767,782$30.82M1.6%-0.1%0.624%
4/27/2026 PFG Investments LLC10,608$426K0.0%-5.3%0.009%
4/27/2026 World Investment Advisors10,498$421K0.0%-43.2%0.009%
4/27/2026 Canal Capital Management LLC175,691$7.05M1.0%-4.2%0.143%
4/27/2026 Turtle Creek Wealth Advisors LLC6,280$252K0.0%N/A0.005%
4/27/2026 Private Advisor Group LLC47,809$1.92M0.0%-2.8%0.039%
4/27/2026 Elevation Point Wealth Partners LLC70,172$2.82M0.1%+14.0%0.057%
4/25/2026 Patten Group Inc.7,843$315K0.1%-27.9%0.006%
4/24/2026 Root Financial Partners LLC1,967$79K0.0%+32,683.3%0.002%
4/24/2026 Impact Partnership Wealth LLC42,992$1.73M0.2%+24.0%0.036%
4/23/2026 Flagstar Advisors Inc.22,316$896K0.3%+1.2%0.018%
4/23/2026 Investment Planning Advisors Inc.9,860$396K0.1%+6.5%0.008%
4/23/2026 Continuum Advisory LLC14,875$597K0.1%+4.7%0.012%
4/23/2026 Wetzel Investment Advisors Inc.13,778$553K0.2%+32.8%0.011%
4/22/2026 Aspire Private Capital LLC133,859$5.37M1.2%+5.3%0.111%
4/22/2026 Janney Montgomery Scott LLC381,592$15.32M0.0%+21.0%0.315%
4/22/2026 MRA Advisory Group252,778$10.15M4.1%+5.6%0.209%
4/22/2026 Hofer & Associates. Inc89,976$3.61M1.9%+2.0%0.076%
4/22/2026 Rooted Wealth Advisors Inc.7,330$297K0.1%-4.9%0.006%
4/21/2026 Maridea Wealth Management LLC110,967$4.45M0.6%+30.3%0.094%
4/21/2026 J2 Capital Management Inc6,177$248K0.2%+22.9%0.005%
4/21/2026 AEGON USA Investment Management LLC26,300$1.06M0.8%-37.8%0.022%
4/20/2026 Kestra Private Wealth Services LLC259,333$10.41M0.1%+2.0%0.220%
4/20/2026 Friedenthal Financial56,043$2.25M1.1%+8.7%0.048%
4/20/2026 RFG Advisory LLC26,920$1.08M0.0%+27.6%0.023%
4/20/2026 Brown Lisle Cummings Inc.4,929$198K0.0%+14.2%0.004%
4/20/2026 Apella Capital LLC54,802$2.22M0.0%N/A0.046%
4/18/2026 CENTRAL TRUST Co41,647$1.67M0.0%-22.0%0.035%
4/18/2026 Nottingham Advisors Inc.49,538$1.99M0.3%+14.9%0.042%
4/18/2026 Legacy Wealth Partners LLC12,596$506K0.1%+8.2%0.011%
4/18/2026 Great Waters Wealth Management39,378$1.58M0.2%-1.0%0.034%
4/17/2026 First City Capital Management Inc.21,110$847K0.4%+2.1%0.018%
4/17/2026 Signal Advisors Wealth LLC32,443$1.30M0.1%+2.0%0.028%
4/17/2026 Webster Bank N. A.41,686$1.67M0.2%+8.4%0.035%
4/17/2026 Ocean Park Asset Management LLC1,274,900$51.17M2.6%+85.9%1.085%
4/17/2026 Sterling Investment Counsel LLC6,160$247K0.1%N/A0.005%
4/16/2026 Tactive Advisors LLC32,166$1.29M0.4%+3.6%0.027%
4/16/2026 Triad Wealth Partners LLC21,565$866K0.1%-39.6%0.018%
4/16/2026 Fortem Financial Group LLC359,832$14.44M3.6%+25.1%0.306%
4/15/2026 Asset Allocation & Management Company LLC526,704$21.14M7.8%+41.6%0.447%
3/17/2026Rockefeller Capital Management L.P.103,961$4.29M0.0%+53.5%0.066%
3/13/2026 World Investment Advisors18,478$763K0.0%-54.6%0.012%
3/12/2026Nalls Sherbakoff Group LLC1,225$51K0.0%N/A0.001%
3/9/2026Corient Private Wealth LLC50,185$2.07M0.0%-23.1%0.032%
3/4/2026SHP Wealth Management22,418$925K0.1%N/A0.014%
2/19/2026 WealthPoint Financial LLC12,121$500K0.4%N/A0.008%
2/19/2026Compound Planning Inc.6,471$267K0.0%N/A0.004%
2/19/2026Invesco Ltd.15,265$630K0.0%-4.0%0.010%
2/19/2026 Axxcess Wealth Management LLC33,973$1.40M0.0%+67.6%0.022%
2/19/2026Corient Private Wealth LLC50,185$2.07M0.0%-23.1%0.032%
2/19/2026Little Harbor Advisors LLC126,286$5.21M2.7%-9.1%0.081%
2/18/2026Mercer Global Advisors Inc. ADV99,233$4.10M0.0%+530.3%0.063%
2/18/2026Summit Global Investments156,122$6.44M0.4%+3.0%0.100%
2/18/2026Beacon Pointe Advisors LLC58,873$2.43M0.0%-19.6%0.038%
2/18/2026State of Tennessee Department of Treasury6,289,986$257.64M0.8%-4.7%4.022%
2/18/2026CacheTech Inc.10,668$440K0.1%-23.3%0.007%
2/18/2026NewEdge Advisors LLC90,777$3.75M0.0%-0.6%0.058%
2/18/2026XTX Topco Ltd7,215$298K0.0%N/A0.005%
2/18/2026Adams Wealth Management10,668$440K0.1%-23.3%0.007%
2/18/2026Wellington Management Group LLP861,750$35.56M0.0%-8.0%0.551%
2/18/2026OLD Mission Capital LLC131,772$5.44M0.1%N/A0.084%
2/18/2026Main Street Financial Solutions LLC9,340$385K0.0%-3.9%0.006%
2/18/2026IHT Wealth Management LLC47,433$1.96M0.0%+10.3%0.030%
2/18/2026Gotham Asset Management LLC8,182$338K0.0%+13.3%0.005%


SRLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SRLN shares?

During the previous two years, 649 institutional investors and hedge funds held shares of SPDR Blackstone Senior Loan ETF. The most heavily invested institutionals were Morgan Stanley ($460.77M), Bank of America Corp DE ($444.88M), Healthcare of Ontario Pension Plan Trust Fund ($402.69M), Corebridge Financial Inc. ($394.23M), Arizona PSPRS Trust ($344.91M), 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.

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

Of the 575 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), Ocean Park Asset Management LLC ($8.72M), Arizona PSPRS Trust ($8.21M), Jane Street Group LLC ($3.44M), Lord Abbett & CO. LLC ($2.77M), and Advisory Alpha LLC ($2.54M).

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

Institutional investors have bought a total of 42,418,812 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

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

Of the 273 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: Ocean Park Asset Management LLC ($5.26M), Lord Abbett & CO. LLC ($2.75M), Bank of America Corp DE ($2.58M), Bank of Nova Scotia ($1.88M), State of New Jersey Common Pension Fund D ($1.70M), Renaissance Technologies LLC ($1.35M), and Calamos Advisors LLC ($995.96K).

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

Institutional investors have sold a total of 30,640,497 shares in the last 24 months. This volume of shares sold represents approximately $1.27B in transactions.


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This page (NYSEARCA:SRLN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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