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