SRLN Institutional Ownership & Shareholders
SPDR BLACKSTONE SENIOR LOAN (SRLN) is currently held by 475 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.28B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Arizona Psprs Trust is currently the largest disclosed institutional shareholder of SRLN tracked by InsiderSet, reporting ownership valued at approximately $339.43M 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 $337.14M, representing an estimated loss of -0.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed SRLN value among the investors covered in this analysis. Major shareholders include Arizona Psprs Trust, Morgan Stanley, Bank Of America Corp, 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
475
Total Reported Value
$4.28B
Largest Holder
Arizona Psprs Trust
Largest Position
$339.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arizona Psprs Trust | 12.49% | 8,456,071 | $339,426,690 | $337,143,551 | -$2,283,139 | -0.67% | |
| Morgan Stanley | 0.02% | 7,597,224 | $306,092,217 | $302,901,321 | -$3,190,896 | -1.04% | |
| Bank Of America Corp | 0.02% | 7,466,384 | $300,820,593 | $297,684,730 | -$3,135,863 | -1.04% | |
| Liberty Mutual Group Asset Management Inc. | 16.53% | 4,699,823 | $189,355,868 | $187,381,943 | -$1,973,925 | -1.04% | |
| Ensign Peak Advisors, Inc | 0.34% | 4,493,681 | $180,376,355 | $179,163,061 | -$1,213,294 | -0.67% | |
| State Of Tennessee, Department Of Treasury | 0.53% | 4,414,977 | $177,879,424 | $176,025,133 | -$1,854,291 | -1.04% | |
| Ocean Park Asset Management, Llc | 9.72% | 3,971,500 | $160,408,885 | $158,343,705 | -$2,065,180 | -1.29% | |
| Lpl Financial Llc | 0.03% | 3,789,485 | $153,057,286 | $151,086,767 | -$1,970,519 | -1.29% | |
| State Street Corp | 0.00% | 3,509,642 | $141,403,476 | $139,929,427 | -$1,474,049 | -1.04% | |
| Royal Bank Of Canada | 0.02% | 2,607,022 | $105,038,000 | $103,941,967 | -$1,096,033 | -1.04% | |
| Ubs Group Ag | 0.02% | 2,519,303 | $101,502,718 | $100,444,611 | -$1,058,107 | -1.04% | |
| Diversify Advisory Services, Llc | 1.38% | 2,300,208 | $92,284,349 | $91,709,293 | -$575,056 | -0.62% | |
| Diversify Wealth Management, Llc | 1.38% | 2,300,208 | $92,284,349 | $91,709,293 | -$575,056 | -0.62% | |
| Advisory Alpha, Llc | 2.22% | 2,246,592 | $90,515,831 | $89,571,623 | -$944,208 | -1.04% | |
| Wells Fargo & Company/Mn | 0.02% | 2,195,295 | $88,448,437 | $87,526,412 | -$922,025 | -1.04% | |
| Blackrock, Inc. | 0.00% | 1,803,154 | $72,649,075 | $71,891,750 | -$757,325 | -1.04% | |
| 1832 Asset Management L.P. | 0.08% | 1,661,384 | $66,937,161 | $66,239,380 | -$697,781 | -1.04% | |
| Goldman Sachs Group Inc | 0.01% | 1,653,488 | $66,619,031 | $65,924,567 | -$694,464 | -1.04% | |
| Jpmorgan Chase & Co | 0.00% | 1,383,526 | $55,603,917 | $55,161,182 | -$442,735 | -0.80% | |
| Aristotle Pacific Capital, Llc | 26.13% | 1,367,066 | $54,942,383 | $54,504,921 | -$437,462 | -0.80% | |
| Horizon Investments, Llc | 0.53% | 1,213,236 | $48,311,058 | $48,371,719 | +$60,661 | +0.13% | |
| Wellington Management Group Llp | 0.01% | 1,174,850 | $47,334,707 | $46,841,270 | -$493,438 | -1.04% | |
| Envestnet Asset Management Inc | 0.01% | 905,792 | $36,494,347 | $36,113,927 | -$380,420 | -1.04% | |
| Cno Financial Group, Inc. | 20.46% | 862,000 | $34,729,980 | $34,367,940 | -$362,040 | -1.04% | |
| Raymond James Financial Inc | 0.01% | 776,016 | $31,265,688 | $30,939,758 | -$325,930 | -1.04% | |
| Osborne Partners Capital Management, Llc | 1.62% | 723,630 | $29,155,052 | $28,851,128 | -$303,924 | -1.04% | |
| Coppell Advisory Solutions Llc | 2.23% | 1,248,706 | $26,994,256 | $49,785,908 | +$22,791,652 | +84.43% | |
| Amundi | 0.01% | 649,809 | $26,245,786 | $25,907,885 | -$337,901 | -1.29% | |
| Ars Wealth Advisors Group, Llc | 1.90% | 648,019 | $26,173,491 | $25,836,518 | -$336,973 | -1.29% | |
| Conning Inc. | 0.80% | 641,275 | $25,901,097 | $25,567,634 | -$333,463 | -1.29% | |
| Jane Street Group, Llc | 0.02% | 638,836 | $25,738,702 | $25,470,391 | -$268,311 | -1.04% | |
| Donoghue Forlines Llc | 5.71% | 560,390 | $22,634,152 | $22,342,749 | -$291,403 | -1.29% | |
| Creative Planning | 0.01% | 542,592 | $21,915,312 | $21,633,143 | -$282,169 | -1.29% | |
| Federated Hermes, Inc. | 0.03% | 535,650 | $21,581,339 | $21,356,366 | -$224,974 | -1.04% | |
| Bramshill Investments, Llc | 1.46% | 473,743 | $19,087,105 | $18,888,133 | -$198,972 | -1.04% | |
| Cetera Investment Advisers | 0.02% | 462,910 | $18,650,601 | $18,456,222 | -$194,379 | -1.04% | |
| Stifel Financial Corp | 0.02% | 448,972 | $18,089,173 | $17,900,514 | -$188,659 | -1.04% | |
| Envestnet Portfolio Solutions, Inc. | 0.08% | 425,289 | $17,134,893 | $16,956,272 | -$178,621 | -1.04% | |
| Twelve Points Wealth Management Llc | 3.18% | 425,633 | $17,059,383 | $16,969,988 | -$89,395 | -0.52% | |
| Secure Asset Management, Llc | 2.27% | 420,511 | $16,984,422 | $16,765,774 | -$218,648 | -1.29% | |
| Osaic Holdings, Inc. | 0.02% | 392,272 | $15,808,746 | $15,639,885 | -$168,861 | -1.07% | |
| Fortem Financial Group, Llc | 3.14% | 379,113 | $15,312,374 | $15,115,235 | -$197,139 | -1.29% | |
| Catalyst Capital Advisors Llc | 0.25% | 374,591 | $15,129,730 | $14,934,943 | -$194,787 | -1.29% | |
| Mra Advisory Group | 5.63% | 372,258 | $15,035,504 | $14,841,926 | -$193,578 | -1.29% | |
| Cwm, Llc | 0.04% | 374,008 | $15,012,664 | $14,911,699 | -$100,965 | -0.67% | |
| Guggenheim Capital Llc | 0.09% | 362,070 | $14,587,800 | $14,435,731 | -$152,069 | -1.04% | |
| Ninety One Uk Ltd | 0.03% | 359,410 | $14,480,630 | $14,329,677 | -$150,953 | -1.04% | |
| Cerity Partners Llc | 0.02% | 350,264 | $14,112,123 | $13,965,026 | -$147,097 | -1.04% | |
| Merit Financial Group, Llc | 0.08% | 342,367 | $13,828,194 | $13,650,172 | -$178,022 | -1.29% | |
| Assetmark, Inc | 0.02% | 332,552 | $13,431,786 | $13,258,848 | -$172,938 | -1.29% |
Frequently asked questions about SRLN
Who are the largest institutional holders of SRLN?
The largest institutional holders of SRLN reported in the latest SEC Form 13F filings include Arizona Psprs Trust, Morgan Stanley, Bank Of America Corp, Liberty Mutual Group Asset Management Inc., and Ensign Peak Advisors, Inc. InsiderSet ranks institutional holders by their latest reported SRLN position.
What is SRLN institutional ownership?
This page tracks SRLN positions reported by institutional investment managers through SEC Form 13F. SPDR BLACKSTONE SENIOR LOAN (SRLN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SRLN?
InsiderSet currently tracks 475 institutional managers reporting SRLN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SRLN shareholders.
How much SRLN stock do institutions own?
Institutional investment managers disclosed approximately $4.28B in SRLN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SRLN institutional ownership last updated?
The latest SRLN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SRLN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SRLN position after the reporting date.
Are institutions buying or selling SRLN?
Institutional buying and selling can be analyzed by comparing SRLN positions across consecutive 13F reporting periods. InsiderSet's SRLN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SRLN ownership changes.
How has SRLN institutional ownership changed over time?
InsiderSet tracks SRLN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.