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SPDR Blackstone Senior Loan ETF (SRLN) Institutional Ownership

SPDR Blackstone Senior Loan ETF logo
$41.43 0.00 (0.00%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$41.43 +0.00 (+0.00%)
As of 08/8/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
418
Total
Institutional Inflows
(last 12 months)
$3.22B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$1.12B
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SRLN Institutional Buying and Selling by Quarter

SPDR Blackstone Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Rockefeller Capital Management L.P.65,335$2.72M0.0%+3.8%0.038%
8/8/2025 Kingsview Wealth Management LLC25,206$1.05M0.0%-14.1%0.015%
8/8/2025 Collaborative Wealth Managment Inc.9,729$405K0.2%-12.1%0.006%
8/8/2025 Cetera Investment Advisers372,096$15.48M0.0%-1.2%0.218%
8/8/2025 Creative Planning594,938$24.74M0.0%-2.2%0.349%
8/8/2025 OmniStar Financial Group Inc.69,299$2.88M2.1%+11.2%0.041%
8/8/2025 Foundations Investment Advisors LLC56,880$2.37M0.0%+10.7%0.033%
8/8/2025 L & S Advisors Inc410,860$17.09M1.7%-34.7%0.241%
8/8/2025 Donoghue Forlines LLC782,022$32.52M9.3%+33.7%0.459%
8/8/2025 Hibernia Wealth Partners LLC68,346$2.84M0.9%+98.8%0.040%
8/8/2025 CNO Financial Group Inc.862,000$35.85M22.2%+141.5%0.506%
8/8/2025 Petix & Botte Co134,156$5.58M1.4%-6.4%0.079%
8/8/2025 Calamos Advisors LLC812,805$33.81M0.1%-38.1%0.477%
8/8/2025 PNC Financial Services Group Inc.23,654$984K0.0%-5.4%0.014%
8/8/2025 SBI Securities Co. Ltd.16,015$666K0.0%+13.8%0.009%
8/8/2025 Advyzon Investment Management LLC7,270$302K0.1%-6.3%0.004%
8/7/2025 Verus Capital Partners LLC54,107$2.25M0.2%+4.5%0.032%
8/7/2025 CENTRAL TRUST Co64,359$2.68M0.1%-4.5%0.038%
8/7/2025 Samalin Investment Counsel LLC13,570$564K0.2%-18.8%0.008%
8/7/2025 Allworth Financial LP9,988$415K0.0%-19.7%0.006%
8/7/2025 Midwest Trust Co7,402$308K0.0%N/A0.004%
8/7/2025 FDx Advisors Inc.13,472$560K0.2%-2.0%0.008%
8/6/2025 ZEGA Investments LLC351,761$14.63M2.0%-41.9%0.207%
8/6/2025 Prospera Financial Services Inc93,087$3.87M0.1%+4.4%0.055%
8/6/2025 Florin Court Capital LLP10,200$424K0.4%-28.7%0.006%
8/6/2025 AE Wealth Management LLC21,926$912K0.0%-4.5%0.013%
8/6/2025 Sage Advisory Services Ltd.Co.130,681$5.44M3.0%+4.2%0.077%
8/6/2025 Valtinson Bruner Financial Planning LLC9,505$395K0.1%+72.7%0.006%
8/6/2025 Aspetuck Financial Management LLC68,092$2.83M2.1%+0.4%0.040%
8/6/2025 Paladin Advisory Group LLC925$38K0.0%-78.0%0.001%
8/6/2025 Ethos Financial Group LLC5,370$223K0.0%N/A0.003%
8/6/2025 Csenge Advisory Group47,048$1.95M0.1%-1.8%0.028%
8/6/2025 Stonebridge Financial Planning Group LLC7,375$307K0.1%+15.7%0.004%
8/6/2025 Moors & Cabot Inc.9,487$395K0.0%+28.3%0.006%
8/5/2025 J. W. Coons Advisors LLC62,995$2.62M0.6%-0.5%0.037%
8/5/2025 Prosperity Consulting Group LLC15,228$633K0.0%+29.7%0.009%
8/5/2025 Bank of New York Mellon Corp598,527$24.89M0.0%+45.7%0.351%
8/5/2025 Retirement Financial Solutions LLC8,070$336K0.2%-13.0%0.005%
8/5/2025 Bank of Montreal Can92,238$3.84M0.0%-7.1%0.054%
8/5/2025 Sigma Planning Corp48,527$2.02M0.1%+5.4%0.028%
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8/5/2025 Landmark Wealth Management Inc.49,251$2.05M0.9%+9.3%0.029%
8/5/2025 Palogic Value Management L.P.147,942$6.15M2.5%+12.0%0.087%
8/4/2025 AlphaStar Capital Management LLC66,072$2.75M0.2%-86.9%0.039%
8/4/2025 Creative Financial Designs Inc. ADV6,485$270K0.0%+79.5%0.004%
8/4/2025 Adell Harriman & Carpenter Inc.88,925$3.70M0.2%-2.4%0.052%
8/4/2025 Impact Partnership Wealth LLC17,857$743K0.1%N/A0.010%
8/4/2025 Atria Investments Inc59,957$2.49M0.0%+38.6%0.035%
8/4/2025 MeadowBrook Investment Advisors LLC795$33K0.0%N/A0.000%
8/4/2025 Assetmark Inc.300,420$12.49M0.0%+4.1%0.176%
8/4/2025 Arkadios Wealth Advisors26,697$1.11M0.0%+107.9%0.016%
8/4/2025 World Investment Advisors36,590$1.52M0.0%-38.6%0.021%
8/4/2025 Wealth Management Associates Inc.75,850$3.16M1.2%+3.5%0.045%
8/4/2025 L.M. Kohn & Company9,765$406K0.1%+18.4%0.006%
8/1/2025 Austin Private Wealth LLC149,298$6.21M0.5%+67.7%0.088%
8/1/2025 IQ EQ FUND MANAGEMENT IRELAND Ltd6,497$270K0.0%-20.0%0.004%
8/1/2025 Advisory Alpha LLC1,665,176$69.26M2.2%+5.3%0.978%
8/1/2025 Shilanski & Associates Inc.209,695$8.72M2.5%+2.9%0.123%
8/1/2025 Brookwood Investment Group LLC8,407$350K0.1%N/A0.005%
8/1/2025 Envestnet Asset Management Inc.846,168$35.19M0.0%-10.8%0.497%
7/31/2025 Perissos Private Wealth Management LLC61,683$2.57M2.0%-1.4%0.036%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC11,920$496K0.6%-33.3%0.007%
7/31/2025 Darden Wealth Group Inc10,200$424K0.3%-4.7%0.006%
7/31/2025 State of New Jersey Common Pension Fund D400,000$16.64M0.1%-78.9%0.235%
7/31/2025 Sumitomo Mitsui Trust Group Inc.31,983$1.33M0.0%-18.4%0.019%
7/31/2025 AlTi Global Inc.36,513$1.52M0.0%-11.9%0.021%
7/30/2025 First Citizens Bank & Trust Co.15,329$638K0.0%N/A0.009%
7/30/2025 Cornerstone Advisory LLC16,193$673K0.1%+2.4%0.010%
7/30/2025 Strategic Blueprint LLC6,815$283K0.0%-4.0%0.004%
7/30/2025 Freedom Investment Management Inc.25,151$1.05M0.1%-7.9%0.015%
7/30/2025 Patten Group Inc.10,824$450K0.1%-10.0%0.006%
7/30/2025 Brookstone Capital Management9,336$388K0.0%+2.7%0.005%
7/30/2025 D.A. Davidson & CO.31,816$1.32M0.0%-17.0%0.019%
7/30/2025 WESPAC Advisors SoCal LLC78,590$3.27M0.7%-51.5%0.046%
7/30/2025 Nottingham Advisors Inc.41,620$1.73M0.3%+4.0%0.024%
7/30/2025 Drive Wealth Management LLC233,961$9.73M2.1%+10.2%0.137%
7/29/2025 Stephens Inc. AR54,796$2.28M0.0%+10.7%0.032%
7/29/2025 Balboa Wealth Partners10,855$451K0.1%+3.5%0.006%
7/29/2025 Chicago Partners Investment Group LLC8,807$367K0.0%-3.5%0.005%
7/29/2025 Dumont & Blake Investment Advisors LLC47,455$1.97M0.5%+3.4%0.028%
7/29/2025 International Assets Investment Management LLC56,366$2.34M0.1%+0.5%0.033%
7/29/2025 ShoreHaven Wealth Partners LLC12,631$525K0.2%N/A0.007%
7/29/2025 Huntleigh Advisors Inc.8,310$346K0.1%+16.8%0.005%
7/29/2025 Stratos Wealth Partners LTD.49,173$2.05M0.0%+5.5%0.029%
7/29/2025 Private Trust Co. NA7,780$324K0.0%-31.0%0.005%
7/28/2025 Sagace Wealth Management LLC146,039$6.07M4.5%-28.0%0.086%
7/28/2025 Harbour Investments Inc.24,515$1.02M0.0%+38.9%0.014%
7/28/2025 Heritage Wealth Management Inc. CA 43,815$1.82M1.2%+5.0%0.026%
7/28/2025 J.Safra Asset Management Corp23,806$989K0.1%N/A0.014%
7/28/2025 Courier Capital LLC33,481$1.39M0.1%+1.7%0.020%
7/28/2025 Axxcess Wealth Management LLC21,241$883K0.0%+1.5%0.012%
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7/25/2025 Atria Wealth Solutions Inc.50,432$2.09M0.0%-13.1%0.030%
7/25/2025 Envestnet Portfolio Solutions Inc.266,737$11.09M0.0%+13.3%0.157%
7/25/2025 Concord Asset Management LLC VA63,786$2.65M0.4%+227.0%0.037%
7/25/2025 CWM LLC109,045$4.54M0.0%+5.1%0.064%
7/25/2025 Transcendent Capital Group LLC82,127$3.42M1.8%N/A0.048%
7/25/2025 Sovereign Financial Group Inc.8,657$360K0.1%N/A0.005%
7/25/2025 Apollon Wealth Management LLC7,299$304K0.0%-4.5%0.004%
7/24/2025 Conning Inc.713,275$29.67M1.0%+11.2%0.419%
7/24/2025 Eastern Bank1,565$65K0.0%-27.4%0.001%
7/24/2025 Ridgeline Wealth Planning LLC11,398$474K0.4%-4.6%0.007%
(Data available from 1/1/2016 forward)

SRLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SRLN shares?

During the previous two years, 624 institutional investors and hedge funds held shares of SPDR Blackstone Senior Loan ETF. The most heavily invested institutionals were Healthcare of Ontario Pension Plan Trust Fund ($470.59M), Bank of America Corp DE ($446.26M), Corebridge Financial Inc. ($394.23M), Ocean Park Asset Management LLC ($326.56M), Arizona PSPRS Trust ($322.55M), Goldman Sachs Group Inc. ($255.83M), and State of Tennessee Department of Treasury ($247.81M).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 523 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), Arizona PSPRS Trust ($7.84M), Ocean Park Asset Management LLC ($7.55M), International Assets Investment Management LLC ($4.78M), BNP Paribas Financial Markets ($3.65M), and Goldman Sachs Group Inc. ($3.19M).

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

Institutional investors have bought a total of 77,454,640 shares in the last 24 months. This purchase volume represents approximately $3.22B in transactions.

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

Of the 277 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: Lord Abbett & CO. LLC ($3.08M), International Assets Investment Management LLC ($2.35M), Bank of Nova Scotia ($1.88M), State of New Jersey Common Pension Fund D ($1.50M), JPMorgan Chase & Co. ($1.48M), Partners Capital Investment Group LLP ($1.34M), and Bank of Montreal Can ($1.29M).

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

Institutional investors have sold a total of 26,917,593 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.



This page (NYSEARCA:SRLN) was last updated on 8/10/2025 by MarketBeat.com Staff
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