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SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

SPDR Blackstone Senior Loan ETF logo
$40.58 +0.03 (+0.07%)
As of 05/27/2026 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)
398
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$1.18B
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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
5/22/2026 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%
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 Aristotle Pacific Capital LLC997,066$40.02M32.5%-34.3%0.814%
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%
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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%
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%
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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%


SRLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 647 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 573 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), 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 25,299,678 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Of the 257 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), Calamos Advisors LLC ($995.96K), BNP Paribas Financial Markets ($960.27K), and Healthcare of Ontario Pension Plan Trust Fund ($960K).

Institutional investors have sold a total of 28,681,839 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.


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This page (NYSEARCA:SRLN) was last updated on 5/28/2026 by MarketBeat.com Staff.
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