SPDR BLACKSTONE SENIOR LOAN (SRLN) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.77B in SRLN holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of SRLN tracked by InsiderSet, reporting ownership valued at approximately $306.09M in its June 30, 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 $308.98M, representing an estimated gain of +0.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed SRLN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Liberty Mutual Group Asset Management Inc., 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
467
Total Reported Value
$3.77B
Largest Holder
Morgan Stanley
Largest Position
$306.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 7,597,224 | $306,092,217 | $308,979,100 | +$2,886,883 | +0.94% | |
| Bank Of America Corp | 0.02% | 7,466,384 | $300,820,593 | $303,657,837 | +$2,837,244 | +0.94% | |
| Liberty Mutual Group Asset Management Inc. | 16.53% | 4,699,823 | $189,355,868 | $191,141,801 | +$1,785,933 | +0.94% | |
| State Of Tennessee, Department Of Treasury | 0.53% | 4,414,977 | $177,879,424 | $179,557,115 | +$1,677,691 | +0.94% | |
| Ensign Peak Advisors, Inc | 0.27% | 4,000,098 | $161,163,948 | $162,683,986 | +$1,520,038 | +0.94% | |
| Lpl Financial Llc | 0.03% | 3,586,924 | $144,517,140 | $145,880,199 | +$1,363,059 | +0.94% | |
| State Street Corp | 0.00% | 3,509,642 | $141,403,476 | $142,737,140 | +$1,333,664 | +0.94% | |
| Ocean Park Asset Management, Llc | 6.14% | 3,162,200 | $127,405,038 | $128,606,674 | +$1,201,636 | +0.94% | |
| Royal Bank Of Canada | 0.02% | 2,607,022 | $105,038,000 | $106,027,585 | +$989,585 | +0.94% | |
| Ubs Group Ag | 0.02% | 2,519,303 | $101,502,718 | $102,460,053 | +$957,335 | +0.94% | |
| Advisory Alpha, Llc | 2.22% | 2,246,592 | $90,515,831 | $91,368,897 | +$853,066 | +0.94% | |
| Wells Fargo & Company/Mn | 0.02% | 2,195,295 | $88,448,437 | $89,282,648 | +$834,211 | +0.94% | |
| Blackrock, Inc. | 0.00% | 1,803,154 | $72,649,075 | $73,334,273 | +$685,198 | +0.94% | |
| 1832 Asset Management L.P. | 0.08% | 1,661,384 | $66,937,161 | $67,568,487 | +$631,326 | +0.94% | |
| Goldman Sachs Group Inc | 0.01% | 1,653,488 | $66,619,031 | $67,247,357 | +$628,326 | +0.94% | |
| Jpmorgan Chase & Co | 0.00% | 1,383,526 | $55,603,917 | $56,268,002 | +$664,085 | +1.19% | |
| Aristotle Pacific Capital, Llc | 26.13% | 1,367,066 | $54,942,383 | $55,598,574 | +$656,191 | +1.19% | |
| Diversify Advisory Services, Llc | 0.92% | 1,360,178 | $54,923,996 | $55,318,439 | +$394,443 | +0.72% | |
| Diversify Wealth Management, Llc | 0.92% | 1,360,178 | $54,923,996 | $55,318,439 | +$394,443 | +0.72% | |
| Horizon Investments, Llc | 0.53% | 1,213,236 | $48,311,058 | $49,342,308 | +$1,031,250 | +2.13% | |
| Wellington Management Group Llp | 0.01% | 1,174,850 | $47,334,707 | $47,781,150 | +$446,443 | +0.94% | |
| Envestnet Asset Management Inc | 0.01% | 905,792 | $36,494,347 | $36,838,561 | +$344,214 | +0.94% | |
| Cno Financial Group, Inc. | 20.46% | 862,000 | $34,729,980 | $35,057,540 | +$327,560 | +0.94% | |
| Hightower Advisors, Llc | 0.03% | 777,643 | $31,331,251 | $31,626,741 | +$295,490 | +0.94% | |
| Raymond James Financial Inc | 0.01% | 776,016 | $31,265,688 | $31,560,571 | +$294,883 | +0.94% | |
| Osborne Partners Capital Management, Llc | 1.62% | 723,630 | $29,155,052 | $29,430,032 | +$274,980 | +0.94% | |
| Coppell Advisory Solutions Llc | 2.23% | 1,248,706 | $26,994,256 | $50,784,873 | +$23,790,617 | +88.13% | |
| Amundi | 0.01% | 659,591 | $26,574,921 | $26,825,566 | +$250,645 | +0.94% | |
| Conning Inc. | 0.77% | 641,275 | $25,836,970 | $26,080,654 | +$243,684 | +0.94% | |
| Jane Street Group, Llc | 0.02% | 638,836 | $25,738,702 | $25,981,460 | +$242,758 | +0.94% | |
| Blackstone Inc. | 0.07% | 555,591 | $22,384,761 | $22,595,886 | +$211,125 | +0.94% | |
| Donoghue Forlines Llc | 5.62% | 538,939 | $21,713,852 | $21,918,649 | +$204,797 | +0.94% | |
| Federated Hermes, Inc. | 0.03% | 535,650 | $21,581,339 | $21,784,886 | +$203,547 | +0.94% | |
| Bramshill Investments, Llc | 1.46% | 473,743 | $19,087,105 | $19,267,128 | +$180,023 | +0.94% | |
| Cetera Investment Advisers | 0.02% | 462,910 | $18,650,601 | $18,826,550 | +$175,949 | +0.94% | |
| Twelve Points Wealth Management Llc | 3.73% | 461,725 | $18,602,901 | $18,778,356 | +$175,455 | +0.94% | |
| Stifel Financial Corp | 0.02% | 448,972 | $18,089,173 | $18,259,691 | +$170,518 | +0.94% | |
| Integrated Wealth Concepts Llc | 0.09% | 438,239 | $17,656,806 | $17,823,180 | +$166,374 | +0.94% | |
| Envestnet Portfolio Solutions, Inc. | 0.08% | 425,289 | $17,134,893 | $17,296,504 | +$161,611 | +0.94% | |
| Osaic Holdings, Inc. | 0.02% | 392,272 | $15,808,746 | $15,953,702 | +$144,956 | +0.92% | |
| Secure Asset Management, Llc | 2.15% | 379,830 | $15,303,368 | $15,447,686 | +$144,318 | +0.94% | |
| Catalyst Capital Advisors Llc | 0.25% | 374,591 | $15,092,271 | $15,234,616 | +$142,345 | +0.94% | |
| Cwm, Llc | 0.04% | 374,008 | $15,012,664 | $15,210,905 | +$198,241 | +1.32% | |
| Fortem Financial Group, Llc | 3.06% | 372,511 | $15,008,468 | $15,150,022 | +$141,554 | +0.94% | |
| Ars Wealth Advisors Group, Llc | 1.15% | 366,035 | $14,747,568 | $14,886,643 | +$139,075 | +0.94% | |
| Guggenheim Capital Llc | 0.09% | 362,070 | $14,587,800 | $14,725,387 | +$137,587 | +0.94% | |
| Ninety One Uk Ltd | 0.03% | 359,410 | $14,480,630 | $14,617,205 | +$136,575 | +0.94% | |
| Cerity Partners Llc | 0.02% | 350,264 | $14,112,123 | $14,245,237 | +$133,114 | +0.94% | |
| Assetmark, Inc | 0.02% | 342,445 | $13,797,095 | $13,927,238 | +$130,143 | +0.94% | |
| Calamos Advisors Llc | 0.05% | 316,100 | $12,735,669 | $12,855,787 | +$120,118 | +0.94% |
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.