SPDR BLACKSTONE SENIOR LOAN (SRLN) Institutional Ownership Changes & 13F Activity

SPDR BLACKSTONE SENIOR LOAN (SRLN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, State Of Tennessee, Department Of Treasury, Royal Bank Of Canada, Aristotle Pacific Capital, Llc, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-15,984-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementSell-984-12.0%7,188$296.64KQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncBuy+484,203+19.0%3,038,877$125.41MQ4 2025Aug 18, 2026
Arete Wealth Advisors, LlcBuy+13,245—13,245$546.62KQ4 2025Aug 11, 2026
Verus Capital Partners, LlcSell-34,754-70.1%14,798$610.72KQ4 2025Jul 09, 2026
Cedrus Wealth Group LlcBuy+9,108—9,108$375.89KQ4 2025May 27, 2026
Independent Financial Group, LlcBuy+63,272+39.3%224,320$9.26MQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+388—388$16.01KQ4 2025May 12, 2026
Vision Retirement, LlcBuy+83—83$3.42KQ4 2025May 07, 2026
Medallion Wealth Advisors, LlcBuy+300+2.4%12,790$527.85KQ4 2025Apr 24, 2026
Capital Investment Management, Inc.Buy+46,555—46,555$1.92MQ4 2025Apr 10, 2026
Shp Wealth ManagementBuy+22,418—22,418$925.18KQ4 2025Mar 04, 2026
Little Harbor Advisors, LlcBuy+126,286—126,286$5.21KQ4 2025Feb 19, 2026
Corient Private Wealth LlcBuy+50,185—50,185$2.07MQ4 2025Feb 19, 2026
Wealthpoint Financial, LlcBuy+12,121—12,121$500.23KQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+6,471—6,471$267.07KQ4 2025Feb 19, 2026
State Of Tennessee, Department Of TreasuryBuy+6,289,986—6,289,986$257.64MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+1,055,669—1,055,669$43.57MQ4 2025Feb 18, 2026
Summit Global InvestmentsBuy+156,122—156,122$6.44MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+99,233—99,233$4.10MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+90,777—90,777$3.75MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+58,873—58,873$2.43MQ4 2025Feb 18, 2026
Adams Wealth ManagementBuy+10,668—10,668$440.27KQ4 2025Feb 18, 2026
Cachetech Inc.Buy+10,668—10,668$440.27KQ4 2025Feb 18, 2026
Vermillion & White Wealth Management Group, LlcBuy+775—775$31.98KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+100—100$4.13KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+10,645,226—10,645,226$439.33MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+2,199,675—2,199,675$90.78MQ4 2025Feb 17, 2026
Aristotle Pacific Capital, LlcBuy+1,517,066—1,517,066$62.61MQ4 2025Feb 17, 2026
Wellington Management Group LlpBuy+861,750—861,750$35.56MQ4 2025Feb 17, 2026
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Frequently asked questions about SRLN activity

  • Which institutional owners are buying SRLN?

    Institutional owners buying SRLN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SRLN activity?

    "Buy" means an investor increased their reported position in SRLN compared to the prior reporting period. This reflects growing exposure to SPDR BLACKSTONE SENIOR LOAN (SRLN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SRLN increasing?

    Institutional interest in SRLN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

SRLN Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet