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SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

SPDR Blackstone Senior Loan ETF logo
$40.35 -0.03 (-0.07%)
As of 07/29/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
393
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
237
Total
Institutional Outflows
(last 12 months)
$1.16B
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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
7/29/2026Curtis 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%
6/26/2026WealthPoint 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%
6/3/2026NewEdge 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%
5/19/2026 Royal 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%
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5/18/2026 EverSource 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%
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%
5/13/2026 First 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%
5/7/2026 Beta Wealth Group Inc.5,128$206K0.1%-96.8%0.004%
5/7/2026Hollencrest Capital Management873$35K0.0%-69.9%0.001%
5/7/2026 Balefire LLC8,826$354K0.1%+12.5%0.007%
5/7/2026Decker Wealth Management LLC5,932$238K0.1%N/A0.005%
5/6/2026Assetmark Inc.314,379$12.62M0.0%+2.9%0.257%
5/6/2026AXS Investments LLC60,287$2.42M1.0%+58.2%0.049%
5/6/2026 Independent Financial Group LLC207,518$8.33M0.2%N/A0.169%
5/6/2026Prosperity 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%
5/5/2026Compass 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%
5/5/2026Sigma Planning Corp41,319$1.66M0.0%-23.6%0.034%
5/5/2026Adell Harriman & Carpenter Inc.82,823$3.33M0.2%-3.0%0.068%
5/5/2026Hillsdale Investment Management Inc.21,020$844K0.0%+29.8%0.017%
5/4/2026Calamos 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%
5/4/2026Chicago 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%
5/2/2026Diversify Wealth Management LLC1,012,277$41.08M0.7%+6,701.6%0.826%
5/1/2026Fifth Third Bancorp26,703$1.07M0.0%N/A0.022%
5/1/2026Sovran 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%
5/1/2026Simplicity Wealth LLC58,228$2.34M0.1%-0.9%0.047%
5/1/2026Petix & 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%
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4/30/2026Sumitomo Mitsui Trust Group Inc.46,406$1.86M0.0%-5.1%0.038%
4/30/2026Quantum 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%
4/29/2026Sagace Wealth Management LLC29,852$1.20M0.8%-33.3%0.024%
4/29/2026Advance Capital Management Inc.6,232$250K0.0%N/A0.005%
4/29/2026Integrated Advisors Network LLC64,182$2.58M0.1%-5.9%0.052%
4/29/2026Dumont & Blake Investment Advisors LLC49,030$1.97M0.5%+1.0%0.040%
4/28/2026Ascentis Independent Advisors72,124$2.90M0.2%+95.5%0.059%
4/28/2026Stephens Inc. AR64,320$2.58M0.0%+3.9%0.052%


SRLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 643 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 571 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), Arizona PSPRS Trust ($8.21M), Lord Abbett & CO. LLC ($2.77M), Advisory Alpha LLC ($2.54M), and Bank of America Corp DE ($2.44M).

Institutional investors have bought a total of 26,345,992 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 235 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), State of New Jersey Common Pension Fund D ($1.70M), Renaissance Technologies LLC ($1.35M), Pacific Asset Management LLC ($1.33M), Calamos Advisors LLC ($995.96K), and BNP Paribas Financial Markets ($960.27K).

Institutional investors have sold a total of 27,998,875 shares in the last 24 months. This volume of shares sold represents approximately $1.16B in transactions.


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This page (NYSEARCA:SRLN) was last updated on 7/30/2026 by MarketBeat.com Staff.
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