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SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

SPDR Blackstone Senior Loan ETF logo
$40.39 -0.07 (-0.17%)
As of 09/30/2026 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)
363
Total
Institutional Inflows
(last 12 months)
$996.66M
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$895.45M
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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
9/23/2026Envestnet Portfolio Solutions Inc.425,289$17.14M0.1%+17.0%0.308%
9/23/2026Envestnet Asset Management Inc.905,792$36.49M0.0%-3.5%0.655%
9/22/2026State Street Corp3,509,642$141.40M0.0%-3.9%2.659%
9/18/2026Security National Bank of Sioux City Iowa IA3,445$139K0.1%N/A0.003%
9/9/2026The Manufacturers Life Insurance Company150,114$6.05M0.0%N/A0.114%
9/9/2026Palogic Value Management L.P.163,161$6.57M1.4%-1.9%0.124%
9/9/2026MCF Advisors LLC1,080$43K0.0%-24.1%0.001%
9/9/2026Capital Analysts LLC15,782$636K0.0%+4,726.3%0.012%
9/9/2026Integrated Wealth Concepts LLC228,380$9.20M0.1%-0.2%0.173%
9/9/2026RFG Advisory LLC27,638$1.11M0.0%+2.7%0.021%
9/9/2026NewEdge Advisors LLC98,568$3.97M0.0%+5.7%0.075%
9/9/2026Baird Financial Group Inc.303,914$12.25M0.0%+403.0%0.230%
9/8/2026Allworth Financial LP7,615$307K0.0%-11.9%0.006%
9/8/2026Waverly Advisors LLC114,675$4.62M0.0%-1.7%0.087%
9/2/2026Brown Lisle Cummings Inc.7,107$286K0.1%+44.2%0.005%
8/27/2026Corient Private Wealth LP12,993$523K0.0%-70.9%0.010%
8/26/2026Amundi659,591$26.58M0.0%+79.5%0.500%
8/26/2026HighTower Advisors LLC777,643$31.33M0.0%+3.5%0.589%
8/23/2026Ameritas Advisory Services LLC282,644$11.39M0.2%-16.9%0.214%
8/22/2026ZEGA Investments LLC199,821$8.05M0.8%-0.1%0.151%
8/22/2026Concurrent Investment Advisors LLC36,393$1.47M0.0%-1.7%0.028%
8/21/2026Continuum Advisory LLC23,473$946K0.1%+57.8%0.018%
8/21/2026Coppell Advisory Solutions LLC1,248,706$50.31M9.5%N/A0.946%
8/21/2026Secure Asset Management LLC379,830$15.30M2.2%+6.7%0.288%
8/20/2026American Beacon Advisors Inc.64,500$2.60M18.8%N/A0.049%
8/20/2026RPg Family Wealth Advisory LLC82,496$3.32M0.5%+20.9%0.062%
8/20/2026Risk Paradigm Group LLC76,243$3.07M2.0%+12.4%0.058%
8/20/2026Sigma Planning Corp42,978$1.73M0.0%+4.0%0.033%
8/20/2026Two Sigma Securities LLC79,141$3.19M0.3%+79.2%0.060%
8/20/2026Northwestern Mutual Wealth Management Co.3,196$129K0.0%-75.4%0.002%
8/20/2026Wedbush Securities Inc.171,603$6.91M0.2%+18.1%0.130%
8/19/2026Wellington Management Group LLP1,174,850$47.34M0.0%-32.8%0.890%
8/14/2026Partners Capital Investment Group LLP42,910$1.73M0.1%N/A0.033%
8/1/2026Soltis Investment Advisors LLC10,383$418K0.0%-60.8%0.008%
8/1/2026Stonebridge Financial Planning Group LLC6,380$257K0.1%-23.9%0.005%
7/31/2026BlueChip Wealth Advisors LLC9,127$368K0.1%N/A0.007%
7/31/2026Bailard Inc.5,166$208K0.0%N/A0.004%
7/30/2026Sumitomo Mitsui Trust Group Inc.57,694$2.32M0.0%+24.3%0.044%
7/30/2026Sovran Advisors LLC39,142$1.58M0.1%+5.1%0.030%
7/29/2026Curtis Advisory Group LLC32,527$1.31M0.3%-74.4%0.025%
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7/28/2026TradeWell Securities LLC.43,018$1.73M0.6%+10.3%0.033%
7/28/2026NewSquare Capital LLC125,902$5.07M0.4%+0.7%0.096%
7/28/2026Creative Financial Designs Inc. ADV13,455$542K0.0%+9.9%0.010%
7/28/2026Kestra Private Wealth Services LLC272,468$10.98M0.1%+5.1%0.208%
7/28/2026Strategic Financial Concepts LLC38,519$1.55M0.5%+4.1%0.029%
7/28/2026Novus Advisors LLC19,720$795K1.7%+3.2%0.015%
7/28/2026Capstone Wealth Management Group Inc.32,915$1.33M0.8%N/A0.025%
7/27/2026Samalin Investment Counsel LLC10,774$434K0.1%+6.9%0.008%
7/27/2026Blueline Advisors LLC153,628$6.19M4.3%+2.1%0.117%
7/10/2026Investors Research Corp40,057$1.61M0.3%-2.8%0.030%
7/10/2026Accel Wealth Management7,200$290K0.1%-22.6%0.006%
7/10/2026Ocean Park Asset Management LLC3,162,200$127.41M6.1%+148.0%2.440%
7/10/2026KMG Fiduciary Partners LLC260,160$10.48M1.0%-1.6%0.201%
7/10/2026Wealthcare Advisory Partners LLC6,726$271K0.0%N/A0.005%
7/9/2026Vertrix Wealth Management LLC146,567$5.91M2.0%N/A0.113%
7/9/2026Great Waters Wealth Management37,787$1.52M0.1%-4.0%0.029%
7/9/2026Tactive Advisors LLC29,538$1.19M0.3%-8.2%0.023%
7/9/2026Hennion & Walsh Asset Management Inc.209,986$8.46M0.2%+8.1%0.162%
7/9/2026Windsor Capital Management LLC126,416$5.09M1.3%-2.6%0.098%
7/8/2026MRA Advisory Group259,585$10.46M3.8%+2.7%0.200%
7/8/2026Beacon Financial Strategies CORP925$37K0.0%N/A0.001%
7/8/2026Matthew Goff Investment Advisor LLC211,865$8.54M1.4%N/A0.163%
7/7/2026Dynamic Advisor Solutions LLC10,053$405K0.0%-14.7%0.008%
7/7/2026CGN Advisors LLC8,968$361K0.0%-27.8%0.007%
7/7/2026City Center Advisors LLC36,413$1.47M1.2%+6.8%0.028%
7/6/2026Stableford Capital II LLC30,184$1.22M0.4%+68.6%0.023%
7/2/2026CX Institutional3,056$123K0.0%-38.9%0.002%
6/26/2026WealthPoint Financial LLC15,352$616K0.5%+26.7%0.013%
6/12/2026S&A Financial Services Inc.156,016$6.26M4.3%N/A0.127%
6/3/2026NewEdge Advisors LLC93,287$3.75M0.0%+2.8%0.076%
5/22/2026Verus Capital Partners LLC14,473$581K0.0%-2.2%0.012%
5/19/2026Western Wealth Management LLC163,006$6.54M0.2%+485.4%0.133%
5/19/2026Royal Fund Management LLC11,661$468K0.0%+5.7%0.010%
5/19/2026NewEdge Advisors LLC73,781$2.96M0.1%-18.7%0.060%
5/19/2026Bank of America Corp DE7,575,935$304.10M0.0%-28.8%6.182%
5/19/2026Edgestream Partners L.P.48,098$1.93M0.1%-45.4%0.039%
5/19/2026Strategic Investment Advisors MI2,952$118K0.0%N/A0.002%
5/19/2026Arkadios Wealth Advisors8,392$337K0.0%+9.2%0.007%
5/18/2026Amundi367,394$14.75M0.0%N/A0.300%
5/18/2026EverSource Wealth Advisors LLC2,424$97K0.0%+100.0%0.002%
5/18/2026Royal Bank of Canada2,251,471$90.38M0.0%+2.4%1.837%
5/16/2026Glen Eagle Advisors LLC3,930$158K0.0%-10.0%0.003%
5/15/2026Gateway Wealth Partners LLC14,661$589K0.0%N/A0.012%
5/15/2026Wealth Watch Advisors INC5,929$238K0.1%+50.1%0.005%
5/15/2026Pacific Asset Management LLC997,066$40.02M19.6%-34.3%0.760%
5/15/2026Waverly Advisors LLC116,707$4.69M0.0%+2.8%0.095%
5/15/2026Cumberland Partners Ltd8,869$356K0.0%+6.5%0.007%
5/14/2026Compound Planning Inc.9,799$393K0.0%+51.4%0.008%
5/14/2026Sei Investments Co.6,442$259K0.0%-12.9%0.005%
5/14/2026Lido Advisors LLC25,148$1.01M0.0%-26.7%0.021%
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5/13/2026Cetera Investment Advisers507,278$20.36M0.0%+62.9%0.414%
5/13/2026Signature Equity Partners LLC730$29K0.0%+1,453.2%0.001%
5/13/2026NewEdge Wealth LLC7,283$292K0.0%N/A0.006%
5/13/2026First Citizens Bank & Trust Co.5,131$206K0.0%N/A0.004%
5/13/2026First Trust Advisors LP47,611$1.91M0.0%+14.3%0.039%
5/12/2026Fortis Capital Management LLC17,366$697K0.1%-91.3%0.014%
5/12/2026CacheTech Inc.8,839$355K0.1%-17.1%0.007%
5/8/2026Summit Global Investments185,262$7.44M0.4%+18.7%0.151%
5/7/2026Beta Wealth Group Inc.5,128$206K0.1%-96.8%0.004%
5/7/2026Hollencrest Capital Management873$35K0.0%-69.9%0.001%


SRLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 638 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 567 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 24,310,817 shares in the last 24 months. This purchase volume represents approximately $996.66M in transactions.

Of the 204 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), Wellington Management Group LLP ($648.20K), and Ameritas Advisory Services LLC ($571.20K).

Institutional investors have sold a total of 21,768,795 shares in the last 24 months. This volume of shares sold represents approximately $895.45M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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