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SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

SPDR Blackstone Senior Loan ETF logo
$40.50 -0.02 (-0.05%)
As of 09/10/2026 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)
362
Total
Institutional Inflows
(last 12 months)
$994.26M
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$889.66M
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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
9/9/2026 The Manufacturers Life Insurance Company 150,114$6.05M0.0%N/A0.114%
9/9/2026 Palogic Value Management L.P.163,161$6.57M1.4%-1.9%0.124%
9/9/2026 MCF Advisors LLC1,080$43K0.0%-24.1%0.001%
9/9/2026 Capital Analysts LLC15,782$636K0.0%+4,726.3%0.012%
9/9/2026 Integrated Wealth Concepts LLC228,380$9.20M0.1%-0.2%0.173%
9/9/2026 RFG Advisory LLC27,638$1.11M0.0%+2.7%0.021%
9/9/2026 NewEdge Advisors LLC98,568$3.97M0.0%+5.7%0.075%
9/9/2026 Baird Financial Group Inc.303,914$12.25M0.0%+403.0%0.230%
9/8/2026 Allworth Financial LP7,615$307K0.0%-11.9%0.006%
9/8/2026 Waverly Advisors LLC114,675$4.62M0.0%-1.7%0.087%
9/2/2026 Brown Lisle Cummings Inc.7,107$286K0.1%+44.2%0.005%
8/27/2026 Corient Private Wealth LP12,993$523K0.0%-70.9%0.010%
8/26/2026 Amundi659,591$26.58M0.0%+79.5%0.500%
8/26/2026 HighTower Advisors LLC777,643$31.33M0.0%+3.5%0.589%
8/23/2026 Ameritas Advisory Services LLC282,644$11.39M0.2%-16.9%0.214%
8/22/2026 ZEGA Investments LLC199,821$8.05M0.8%-0.1%0.151%
8/22/2026 Concurrent Investment Advisors LLC36,393$1.47M0.0%-1.7%0.028%
8/21/2026 Continuum Advisory LLC23,473$946K0.1%+57.8%0.018%
8/21/2026 Coppell Advisory Solutions LLC1,248,706$50.31M9.5%N/A0.946%
8/21/2026 Secure Asset Management LLC379,830$15.30M2.2%+6.7%0.288%
8/20/2026 American Beacon Advisors Inc.64,500$2.60M18.8%N/A0.049%
8/20/2026 RPg Family Wealth Advisory LLC82,496$3.32M0.5%+20.9%0.062%
8/20/2026 Risk Paradigm Group LLC76,243$3.07M2.0%+12.4%0.058%
8/20/2026 Sigma Planning Corp42,978$1.73M0.0%+4.0%0.033%
8/20/2026 Two Sigma Securities LLC79,141$3.19M0.3%+79.2%0.060%
8/20/2026 Northwestern Mutual Wealth Management Co.3,196$129K0.0%-75.4%0.002%
8/20/2026 Wedbush Securities Inc.171,603$6.91M0.2%+18.1%0.130%
8/19/2026 Wellington Management Group LLP1,174,850$47.34M0.0%-32.8%0.890%
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%
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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%0.030%
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%
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%
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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%


SRLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 637 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 566 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 24,251,027 shares in the last 24 months. This purchase volume represents approximately $994.26M in transactions.

Of the 203 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 21,623,986 shares in the last 24 months. This volume of shares sold represents approximately $889.66M in transactions.


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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 9/9/2026. New 13F filings are added each quarter as they're published.
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