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Get Institutions for : 
SPDR Blackstone/GSO Senior Loan ETF (SRLN)  
$41.94 0.03 (0.07%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 447    10
Total shares held : 
86,393,625  
% of shares held : 
47.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -22  
Amount of shares held : 
10,704,776  
% of shares held change : 
  5.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$41.54  
Last Quarter's Ending Price : 
$41.93  
Last Quarter's Average Price
$41.65  
Change from last quarter's     
avg. price to the last closing  : 
0.29 (0.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 3,634,384
 4.21%
 
Increased Positions :
170
 14,401,442
 16.67%
 
Unchanged Positions :
64
 5,515,098
 6.38%
 
Decreased Positions :
182
-5,528,934
-6.4%
 
Closed Positions :
41
-1,802,116
-2.09%
 
Guru Positions :
1
138,317
 0.16%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   STATE STREET CORP 1093 - 2023-12-31 3,231,739 $135,507,000 -7,772
   PARTNERS CAPITAL INVESTMENT GROUP LLP 7 - 2023-12-31 2,794,660 $117,180,000 -412,890
   ROYAL BANK OF CANADA 452 - 2023-12-31 2,554,981 $107,129,000 -247,500
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 18 - 2023-12-31 2,422,025 $101,556,000 -370,483
   WELLINGTON MANAGEMENT CO LLP 664 - 2023-12-31 1,444,150 $60,553,000 -119,300
   WELLS FARGO & CO/MN 634 - 2023-12-31 1,344,856 $56,390,000 -105,848
   UBS Group AG 726 - 2023-12-31 1,049,178 $43,992,000 -18,519
   GUGGENHEIM CAPITAL LLC 60 - 2023-12-31 931,422 $39,055,000 -26,403
   ENVESTNET ASSET MANAGEMENT INC 737 - 2023-12-31 880,435 $36,917,000 -13,792
   JANE STREET GROUP LLC 379 - 2023-12-31 722,500 $30,294,000 -58,667
   Ameritas Advisory Services LLC 15 - 2023-12-31 515,652 $21,615,000 -75,867
   Matthew Goff Investment Advisor LLC 4 - 2024-03-31 446,266 $18,792,000 -4,761
   Congress Wealth Management LLC / DE / 82 - 2024-03-31 429,002 $18,065,000 -10,547
   STIFEL FINANCIAL CORP 618 - 2023-12-31 360,916 $15,133,000 -12,862
   Greystone Financial Group LLC 7 - 2024-03-31 319,989 $13,475,000 -32,249
   THRIVENT FINANCIAL FOR LUTHERANS 523 - 2023-12-31 317,638 $13,319,000 -26,181
   COUNTRY TRUST BANK 72 - 2024-03-31 300,951 $12,673,000 -149,932
   DEUTSCHE BANK AG 919 - 2023-12-31 298,274 $12,507,000 -7,237
   OPPENHEIMER ASSET MANAGEMENT INC 173 - 2023-12-31 249,686 $10,469,000 -6,832
   HARBOR ADVISORY CORP /MA/ 5 - 2024-03-31 240,357 $10,121,000 -399
   Harwood Advisory Group LLC 10 - 2023-12-31 237,675 $9,966,000 -21,341
   STABLEFORD CAPITAL II LLC 6 - 2024-03-31 223,030 $9,392,000 -50
   RWM Asset Management LLC 23 - 2024-03-31 218,443 $9,199,000 -33,469
   SCOTIA CAPITAL INC. 182 - 2023-12-31 192,289 $8,063,000 -14,683
   PFS INVESTMENTS INC. 158 - 2023-06-30 188,023 $7,873,000 -96,639
   COMMONWEALTH EQUITY SERVICES LLC. 927 - 2024-03-31 176,852 $7,447,000 -36,422
   MANUFACTURERES LIFE INSURANCE CO 969 - 2023-12-31 177,275 $7,433,000 -65,887
   CFG ASSET MANAGEMENT LLC 47 - 2023-12-31 166,952 $7,000,000 -1,103
   ADELL HARRIMAN & CARPENTER INC 51 - 2024-03-31 164,330 $6,920,000 -2,900
   REGAL INVESTMENT ADVISORS, LLC 48 - 2023-12-31 164,833 $6,911,000 -111,426
   PALLADIEM LLC 5 - 2023-09-30 140,719 $5,900,000 -36,544
   Beacon Pointe Advisors LLC 247 - 2023-12-31 136,894 $5,740,000 -21,063
   Cetera Investment Advisers 403 - 2023-12-31 130,659 $5,479,000 -5,022
   J P MORGAN CHASE & CO 2409 - 2023-12-31 125,419 $5,259,000 -780,951
   Calton & Associates Inc. 10 - 2024-03-31 112,344 $4,731,000 -4,999
   PROSPERA FINANCIAL SERVICES 154 - 2023-12-31 105,084 $4,406,000 -33,217
   Canal Capital Management LLC 45 - 2024-03-31 101,165 $4,260,000 -10,062
   BURNS WEALTH MANAGEMENT, INC. 135 - 2023-12-31 97,672 $4,095,000 -10,556
   Hennion & Walsh Asset Management Inc. 111 - 2024-03-31 96,302 $4,055,000 -84,181
   FINANCIAL NETWORK 676 - 2023-12-31 95,065 $3,986,000 -5,892
   ARS Wealth Advisors Group LLC 41 - 2023-12-31 91,773 $3,848,000 -20,489
   Orion Portfolio Solutions LLC 377 - 2023-12-31 89,600 $3,756,000 -16,883
   Visionary Wealth Advisors 108 - 2023-12-31 87,319 $3,661,000 -37,494
   CENTAURUS FINANCIAL INC. 86 - 2023-12-31 86,865 $3,642,000 -100,325
   NEUBERGER BERMAN GROUP LLC 975 - 2023-12-31 86,703 $3,635,000 -20,780
   Elevated Capital Advisors LLC 26 - 2024-03-31 82,859 $3,489,000 -6,954
   FINANCIAL ARCHITECTS INC 44 - 2023-06-30 81,828 $3,426,000 -3,184
   ROMANO BROTHERS AND COMPANY 68 - 2024-03-31 78,290 $3,297,000 -650
   Strategic Financial Group LLC - 2023-12-31 77,595 $3,254,000 -4,587
   Brendel Financial Advisors LLC - 2024-03-31 75,381 $3,174,000 -680
   USAdvisors Wealth Management LLC 29 - 2024-03-31 72,925 $3,066,000 -1,889
   J. W. Coons Advisors LLC 31 - 2023-12-31 70,550 $2,958,000 -11,735
   PRUDENTIAL CORP PLC 348 - 2023-12-31 65,550 $2,749,000 -14,540
   Atria Wealth Solutions Inc. 497 - 2023-12-31 65,084 $2,729,000 -5,243
   Beta Wealth Group Inc. 26 - 2023-12-31 63,731 $2,672,000 -53
   Flow State Investments L.P. 19 - 2023-12-31 60,000 $2,516,000 -19,000
   WEDBUSH MORGAN SECURITIES INC 138 - 2023-12-31 57,697 $2,419,000 -711
   Private Advisor Group LLC 729 - 2024-03-31 56,793 $2,392,000 -1,446
   Seed Wealth Management Inc. 11 - 2024-03-31 54,473 $2,279,000 -4,355
   Capital Investment Advisors LLC 178 - 2024-03-31 52,752 $2,221,000 -5,659
   Goss Wealth Management LLC 634 - 2023-12-31 49,709 $2,086,000 -2,420
   CLS INVESTMENT FIRM LLC 481 - 2022-12-31 49,151 $2,010,000 -92,013
   Csenge Advisory Group 148 - 2024-03-31 46,683 $1,966,000 -568
   MONTICELLO WEALTH MANAGEMENT LLC 76 - 2024-03-31 45,581 $1,919,000 -8,590
   Stratos Wealth Partners LTD. 446 - 2024-03-31 44,894 $1,890,000 -4,871
   AXS Investments LLC 67 - 2023-12-31 45,000 $1,887,000 -42,000
   Great Waters Wealth Management 27 - 2024-03-31 43,821 $1,845,000 -341
   Investors Research Corp 43 - 2023-12-31 43,728 $1,834,000 -74
   LINCOLN NATIONAL CORP 350 - 2024-03-31 43,438 $1,829,000 -2,719
   Black Diamond Financial LLC 37 - 2023-12-31 42,790 $1,794,000 -17,477
   CALIBER WEALTH MANAGEMENT LLC 46 - 2024-03-31 39,998 $1,684,000 -10,649
   NewEdge Wealth LLC 327 - 2023-12-31 38,946 $1,633,000 -27,845
   PATTON ALBERTSON & MILLER, LLC 91 - 2024-03-31 37,801 $1,592,000 -1,557
   DAVIDSON D A & CO 566 - 2023-12-31 37,721 $1,582,000 -3,207
   FIRST TRUST ADVISORS LP 1818 - 2023-12-31 37,582 $1,576,000 -636
   PARSONS CAPITAL MANAGEMENT INC/RI 180 - 2024-03-31 36,345 $1,530,000 -1,762
   MARINER WEALTH ADVISORS, LLC 1217 - 2023-12-31 34,042 $1,427,000 -4,561
   Paladin Advisory Group LLC 30 - 2023-12-31 31,761 $1,332,000 -16,872
   NTV ASSET MANAGEMENT LLC 91 - 2023-12-31 31,140 $1,306,000 -1,400
   EQIS CAPITAL MANAGEMENT, INC. 179 - 2023-12-31 30,748 $1,289,000 -5,175
   NAPLES GLOBAL ADVISORS LLC 188 - 2024-03-31 30,255 $1,274,000 -4,095
   H D Vest Advisory Services 635 - 2023-12-31 30,043 $1,260,000 -4,033
   Merit Financial Group LLC 267 - 2023-12-31 30,013 $1,258,000 -345,386
   Accel Wealth Management 52 - 2024-03-31 28,287 $1,191,000 -3,126
   Retirement Group LLC 35 - 2024-03-31 27,212 $1,146,000 -1,130
   VISTA INVESTMENT MANAGEMENT 63 - 2023-12-31 26,076 $1,093,000 -15,169
   BluePath Capital Management LLC 20 - 2024-03-31 25,541 $1,076,000 -3,245
   BENJAMIN EDWARDS INC 126 - 2024-03-31 25,079 $1,056,000 -259
   ADVISORY SERVICES NETWORK, LLC 624 - 2023-12-31 24,378 $1,022,000 -645
   Adams Wealth Management 56 - 2023-12-31 24,228 $1,016,000 -706
   TRANSAMERICA FINANCIAL ADVISORS, INC. 109 - 2023-12-31 23,290 $977,000 -983
   AXXCESS WEALTH MANAGEMENT LLC 362 - 2023-12-31 22,996 $964,000 -2,130
   NOTTINGHAM ADVISORS INC 64 - 2023-12-31 34,647 $935,000 -7,732
   Commonwealth Financial Services LLC 59 - 2023-12-31 21,954 $921,000 -3,079
   RDA Financial Network 92 - 2024-03-31 21,194 $892,000 -1,760
   HANSON MCCLAIN, INC. 446 - 2024-03-31 18,711 $788,000 -2,301
   GREENWICH WEALTH MANAGEMENT LLC 131 - 2023-12-31 18,002 $755,000 -973
   Gladstone Institutional Advisory LLC 343 - 2023-12-31 17,475 $733,000 -3,010
   J.W. COLE ADVISORS INC. 432 - 2024-03-31 16,682 $702,000 -841
   BENJAMIN F. EDWARDS & COMPANY INC. 592 - 2024-03-31 16,338 $688,000 -321

  100 Records found
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