SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q4 2024 (December 31)530holders +23
44new positions
41sold out
4famous investors
$41.73avg. 13F price*
At the end of Q4 2024, 530 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, up 23 from Q3 2024. 44 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($446.3M), BlackRock, Inc. ($381.9M) and Ocean Park Asset Management, LLC ($326.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Blackstone Sr Loan ETF
- Filed as
- SSGA ACTIVE ETF TR (Q4 2024)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $240.6M |
| Exits | 41 | $56.3M |
All 13F filers, Q3 2024 → Q4 2024: 44,139,644 shares bought and 13,664,010 shares sold, net +30,475,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 530 holders
| Bank of America Corp. | 0.04% | Add +7.6% | 10,693,895 | $446.3M |
| BlackRock, Inc. | 0.01% | Add +224.9% | 9,151,398 | $381.9M |
| Ocean Park Asset Management, LLC | 11.11% | Add +2785.0% | 7,825,634 | $326.6M |
| Arizona PSPRS Trust | 10.41% | Add +2.7% | 7,741,601 | $323.1M |
| Morgan Stanley | 0.02% | Add +1.7% | 7,430,390 | $310.1M |
| Goldman Sachs Group Inc. | 0.05% | Add +55.8% | 6,863,577 | $286.4M |
| State of Tennessee, Department of Treasury | 0.90% | Add +55.9% | 5,938,464 | $247.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.49% | Reduce -51.7% | 5,444,864 | $227.2M |
| Symetra Investment Management Co | 42.42% | Add +60.9% | 4,105,175 | $171.3M |
| Lord, Abbett & Co. LLC | 0.47% | Add +436.0% | 3,387,056 | $141.3M |
| State Street Corp. | 0.01% | Add +7.3% | 3,261,152 | $136.1M |
| LPL Financial LLC | 0.05% | Add +7.6% | 2,827,389 | $118.0M |
| Ensign Peak Advisors, Inc | 0.21% | Add +21.2% | 2,802,000 | $116.9M |
| Bank of Nova Scotia | 0.19% | Add +40.4% | 2,525,900 | $105.4M |
| JPMorgan Chase & Co. | 0.01% | Add +69298.2% | 2,238,786 | $93.4M |
| Wells Fargo & Company | 0.02% | Add +63.0% | 2,137,993 | $89.2M |
| Renaissance Technologies | 0.13% | Add +6.2% | 2,054,769 | $85.7M |
| Royal Bank of Canada | 0.02% | Add +13.2% | 1,969,642 | $82.2M |
| UBS Group AG | 0.02% | Add +37.8% | 1,645,467 | $68.7M |
| Aristotle Pacific Capital, LLC | 20.58% | Add +8.2% | 1,574,566 | $65.7M |
| State of New Jersey Common Pension Fund D | 0.26% | New | 1,550,000 | $64.7M |
| Wellington Management Group LLP | 0.01% | Add +20.3% | 1,525,250 | $63.6M |
| Money Design Co.,Ltd. | 3.10% | Add +58.0% | 1,449,114 | $60.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +29.4% | 1,431,808 | $59.7M |
| Calamos Advisors LLC | 0.37% | Add +162.8% | 1,312,055 | $54.8M |
| Kensington Asset Management, LLC | 3.04% | No change | 1,244,811 | $51.9M |
| Deutsche Bank AG | 0.02% | Add +103.5% | 1,186,821 | $49.5M |
| Partners Capital Investment Group, LLP | 1.33% | Reduce -53.6% | 1,158,679 | $48.4M |
| Counterpoint Mutual Funds LLC | 5.89% | Reduce -50.7% | 1,130,422 | $47.2M |
| American Century Companies Inc. | 0.02% | New | 1,037,847 | $43.3M |
| 1832 Asset Management L.P. | 0.08% | New | 1,023,138 | $42.7M |
| Raymond James Financial Inc. | 0.02% | — | 1,015,418 | $42.4M |
| Hilton Capital Management, LLC | 3.21% | Reduce -11.3% | 888,744 | $37.1M |
| Ameriprise Financial Inc. | 0.01% | New | 860,330 | $35.9M |
| Endurance Services Ltd | 5.41% | No change | 773,100 | $32.3M |
| Guggenheim Capital LLC | 0.26% | Reduce -3.5% | 748,093 | $31.2M |
| BNP Paribas Financial Markets | 0.02% | Add +204.3% | 741,396 | $30.9M |
| Ameritas Advisory Services, LLC | 1.05% | Reduce -2.8% | 728,454 | $30.4M |
| Neuberger Berman Group LLC | 0.02% | Add +263.7% | 701,133 | $29.3M |
| Osborne Partners Capital Management, LLC | 1.65% | Add +3.1% | 681,946 | $28.5M |
| Emory University | 39.54% | Add +2.7% | 657,729 | $27.4M |
| HighTower Advisors, LLC | 0.04% | Add +15.8% | 657,541 | $27.4M |
| Conning Inc. | 0.98% | No change | 641,275 | $26.8M |
| ZEGA Investments, LLC | 7.26% | — | 583,609 | $24.5M |
| Creative Planning | 0.02% | Add +5.6% | 584,177 | $24.4M |
| GE Investment Management Corp. | 14.29% | Reduce -34.3% | 572,219 | $23.9M |
| Donoghue Forlines LLC | 7.98% | Add +94.3% | 572,044 | $23.9M |
| Bank of New York Mellon Corp | 0.00% | Add +1194.5% | 564,604 | $23.6M |
| Federated Hermes, Inc. | 0.05% | Add +34.5% | 507,000 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 503,990 | $21.0M |
| Blackstone Inc. | 0.10% | Add +353.3% | 492,591 | $20.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -32.2% | 471,130 | $19.7M |
| New York Life Investment Management LLC | 0.18% | Add +4.2% | 453,494 | $18.9M |
| AlphaStar Capital Management, LLC | 1.84% | Add +60.0% | 422,425 | $17.6M |
| L & S Advisors Inc | 2.12% | Add +62.9% | 413,365 | $17.2M |
| Jane Street Group, LLC | 0.03% | Reduce -48.7% | 408,655 | $17.1M |
| Whitford Management LLC | 5.02% | Add +463.8% | 406,971 | $17.0M |
| Logan Stone Capital, LLC | 5.48% | Add +62.7% | 391,968 | $16.4M |
| Merit Financial Group, LLC | 0.29% | Reduce -0.2% | 386,973 | $16.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +49.4% | 358,634 | $15.0M |
| Pathstone Holdings, LLC | 0.07% | Add +42.0% | 357,197 | $14.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +16.2% | 344,875 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -9.7% | 326,299 | $13.6M |
| First Foundation Advisors | 0.49% | Add +278.0% | 315,048 | $13.1M |
| Cetera Investment Advisers | 0.03% | Add +24.8% | 312,453 | $13.0M |
| Bain Capital Credit, LP | 2.89% | Add +416.5% | 310,601 | $13.0M |
| Country Trust Bank | 0.32% | Add +0.2% | 310,271 | $12.9M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -3.1% | 296,517 | $12.4M |
| Amundi | 0.00% | Add +358.3% | 275,000 | $11.5M |
| Matthew Goff Investment Advisor, LLC | 2.13% | Reduce -36.2% | 274,790 | $11.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +14.7% | 253,632 | $10.6M |
| Oppenheimer Asset Management Inc. | 0.13% | Add +1.4% | 249,249 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -4.2% | 248,230 | $10.4M |
| Citadel Advisors | 0.01% | Add +73.3% | 244,630 | $10.2M |
| Stablepoint Partners, LLC | 1.87% | Add +9.8% | 244,105 | $10.2M |
| Goldstone Financial Group, LLC | 1.53% | Add +4.7% | 234,725 | $9.8M |
| Secure Asset Management, LLC | 1.47% | Add +27.8% | 232,755 | $9.7M |
| Loomis Sayles & Co. L P | 0.01% | Add +20.6% | 231,121 | $9.6M |
| Refined Wealth Management | 6.82% | Reduce -0.2% | 214,675 | $9.0M |
| Fragasso Financial Advisors Inc | 0.68% | Add +4.1% | 214,091 | $8.9M |
| First Manhattan Co. Llc. | 0.03% | Add +0.1% | 212,028 | $8.8M |
| MRA Advisory Group | 4.61% | Add +7.3% | 208,597 | $8.7M |
| Sagace Wealth Management LLC | 6.41% | Add +273.8% | 204,963 | $8.6M |
| Semmax Financial Advisors Inc. | 2.26% | Add +22.9% | 203,024 | $8.5M |
| Destiny Wealth Partners, LLC | 1.38% | Add +2.5% | 202,345 | $8.4M |
| Integrated Wealth Concepts LLC | 0.10% | Add +0.9% | 201,154 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.7% | 199,482 | $8.3M |
| Ninety One UK Ltd | 0.02% | New | 198,400 | $8.3M |
| Drive Wealth Management, LLC | 2.02% | Add +10.4% | 197,269 | $8.2M |
| Shilanski & Associates, Inc. | 2.59% | Add +3.4% | 193,310 | $8.1M |
| Scotia Capital Inc. | 0.04% | Reduce -16.0% | 193,199 | $8.1M |
| ACT Advisors, LLC. | 4.28% | New | 190,454 | $7.9M |
| Hilltop Partners LLC | 2.68% | Add +7.3% | 188,281 | $7.9M |
| Hennion & Walsh Asset Management, Inc. | 0.35% | Add +33.1% | 187,509 | $7.8M |
| Assetmark, Inc. | 0.02% | Add +1.7% | 178,606 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.7% | 178,184 | $7.4M |
| Little Harbor Advisors, LLC | 4.27% | Add +5.5% | 173,388 | $7.2M |
| NewSquare Capital LLC | 0.57% | Add +1.4% | 170,934 | $7.1M |
| FC Advisory LLC | 2.36% | Add +6.2% | 168,785 | $7.0M |
| Independent Advisor Alliance | 0.09% | New | 167,497 | $7.0M |
"% of holder's portfolio" is SRLN's weight in each manager's 13F, not the share of SS Blackstone Sr Loan ETF the manager owns.