SPDR BLACKSTONE SENIOR LOAN (SRLN) Top Institutional Shareholders

SPDR BLACKSTONE SENIOR LOAN (SRLN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $3.37B in SRLN holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of SRLN tracked by InsiderSet, reporting ownership valued at approximately $304.10M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $305.61M, representing an estimated gain of +0.50% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed SRLN value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, State Of Tennessee, Department Of Treasury, and several other long-term asset managers with concentrated positions in SPDR BLACKSTONE SENIOR LOAN (SRLN).

This page ranks the largest institutional SRLN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

477

Total Reported Value

$3.37B

Largest Holder

Bank Of America Corp

Largest Position

$304.10M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

32

Funds Exiting Positions

1

Page 1 of 10
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.02%7,575,935$304,098,037$305,613,218+$1,515,181+0.50%
Morgan Stanley0.02%6,892,082$276,648,201$278,026,588+$1,378,387+0.50%
State Of Tennessee, Department Of Treasury0.80%5,941,320$238,484,585$239,672,849+$1,188,264+0.50%
Ensign Peak Advisors, Inc0.34%4,493,681$180,376,355$181,275,092+$898,737+0.50%
State Street Corp0.01%3,653,808$146,663,853$147,394,615+$730,762+0.50%
Lpl Financial Llc0.04%3,469,713$139,274,269$139,968,222+$693,953+0.50%
Liberty Mutual Group Asset Management Inc.9.83%3,018,987$121,182,138$121,785,936+$603,798+0.50%
Goldman Sachs Group Inc0.01%2,765,029$110,988,264$111,541,270+$553,006+0.50%
Ubs Group Ag0.02%2,612,224$104,854,671$105,377,116+$522,445+0.50%
Advisory Alpha, Llc2.55%2,327,959$93,444,962$93,909,866+$464,904+0.50%
Royal Bank Of Canada0.02%2,251,471$90,375,000$90,824,340+$449,340+0.50%
Wells Fargo & Company/Mn0.02%2,196,794$88,179,318$88,618,670+$439,352+0.50%
Wellington Management Group Llp0.01%1,748,050$70,166,727$70,516,337+$349,610+0.50%
1832 Asset Management L.P.0.09%1,604,350$64,398,609$64,719,479+$320,870+0.50%
Blackrock, Inc.0.00%1,509,154$60,577,441$60,879,272+$301,831+0.50%
Diversify Wealth Management, Llc0.73%1,012,277$41,078,206$40,835,254-$242,952-0.59%
Aristotle Pacific Capital, Llc32.54%997,066$40,022,229$40,221,642+$199,413+0.50%
Envestnet Asset Management Inc0.01%938,906$37,687,683$37,875,468+$187,785+0.50%
Raymond James Financial Inc0.01%911,349$36,581,555$36,763,819+$182,264+0.50%
Cno Financial Group, Inc.20.41%862,000$34,600,680$34,773,080+$172,400+0.50%
Osborne Partners Capital Management, Llc1.63%767,782$30,818,780$30,972,326+$153,546+0.50%
Hightower Advisors, Llc0.03%751,651$30,171,400$30,321,601+$150,201+0.50%
Conning Inc.0.86%641,275$25,740,778$25,869,034+$128,256+0.50%
Blackstone Inc.0.09%555,591$22,301,423$22,412,541+$111,118+0.50%
Federated Hermes, Inc.0.03%535,650$21,500,991$21,608,121+$107,130+0.50%
Bramshill Investments, Llc1.81%524,778$21,064,589$21,169,545+$104,956+0.50%
Creative Planning0.01%508,469$20,409,935$20,511,639+$101,704+0.50%
Cetera Investment Advisers0.02%507,278$20,362,146$20,463,595+$101,449+0.50%
Stifel Financial Corp0.02%434,594$17,444,710$17,531,522+$86,812+0.50%
Twelve Points Wealth Management Llc3.35%379,118$15,217,779$15,293,620+$75,841+0.50%
Catalyst Capital Advisors Llc0.28%374,591$15,036,083$15,111,001+$74,918+0.50%
Cwm, Llc0.04%374,008$15,012,664$15,087,483+$74,819+0.50%
Amundi0.00%367,394$14,747,195$14,820,674+$73,479+0.50%
Guggenheim Capital Llc0.12%363,511$14,591,331$14,664,034+$72,703+0.50%
Envestnet Portfolio Solutions, Inc.0.08%363,433$14,588,192$14,660,887+$72,695+0.50%
Fortem Financial Group, Llc3.62%359,832$14,443,656$14,515,623+$71,967+0.50%
Secure Asset Management, Llc2.26%356,099$14,293,830$14,365,034+$71,204+0.50%
Ninety One Uk Ltd0.03%353,185$14,176,847$14,247,483+$70,636+0.50%
Ameritas Advisory Services, Llc0.53%339,968$13,646,301$13,714,309+$68,008+0.50%
Cerity Partners Llc0.02%337,729$13,556,493$13,623,988+$67,495+0.50%
Osaic Holdings, Inc.0.02%325,860$13,083,862$13,145,192+$61,330+0.47%
Calamos Advisors Llc0.05%316,100$12,688,254$12,751,474+$63,220+0.50%
Assetmark, Inc0.03%314,379$12,619,176$12,682,049+$62,873+0.50%
Country Trust Bank0.21%278,052$11,161,007$11,216,618+$55,611+0.50%
Goldstone Financial Group, Llc1.21%276,883$11,114,086$11,169,460+$55,374+0.50%
Horizon Financial Services, Llc4.89%275,617$11,063,264$11,118,390+$55,126+0.50%
Citadel Advisors Llc0.01%272,389$10,933,694$10,988,172+$54,478+0.50%
Stablepoint Partners, Llc1.59%266,815$10,709,970$10,763,317+$53,347+0.50%
Kmg Fiduciary Partners, Llc0.79%264,486$10,616,460$10,669,365+$52,905+0.50%
Kestra Private Wealth Services, Llc0.13%259,333$10,409,619$10,461,493+$51,874+0.50%

Frequently asked questions about SRLN

  • Who owns the most SRLN stock?

    The largest holders of SRLN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR BLACKSTONE SENIOR LOAN (SRLN).

  • Is SRLN widely held by superinvestors?

    Many widely followed stocks like SRLN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SRLN is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.