SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q1 2025 (March 31)525holders −5
49new positions
52sold out
4famous investors
$41.13avg. 13F price*
At the end of Q1 2025, 525 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 5 from Q4 2024. 49 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($476.9M), Morgan Stanley ($455.8M) and Corebridge Financial, Inc. ($394.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% 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 (Q1 2025)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $464.0M |
| Exits | 52 | $157.5M |
All 13F filers, Q4 2024 → Q1 2025: 31,061,114 shares bought and 26,692,521 shares sold, net +4,368,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Bank of America Corp. | 0.04% | Add +8.4% | 11,596,070 | $476.9M |
| Morgan Stanley | 0.03% | Add +49.1% | 11,081,634 | $455.8M |
| Corebridge Financial, Inc. | 2.27% | New | 9,585,037 | $394.2M |
| Arizona PSPRS Trust | 10.93% | Add +1.3% | 7,842,233 | $322.6M |
| State of Tennessee, Department of Treasury | 1.04% | Add +10.6% | 6,569,534 | $270.2M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -9.4% | 6,220,027 | $255.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.50% | No change | 5,444,864 | $223.9M |
| Ocean Park Asset Management, LLC | 7.84% | Reduce -31.4% | 5,370,424 | $220.9M |
| Ensign Peak Advisors, Inc | 0.31% | Add +42.9% | 4,002,693 | $164.6M |
| LPL Financial LLC | 0.06% | Add +28.6% | 3,637,258 | $149.6M |
| Symetra Investment Management Co | 35.95% | Reduce -13.4% | 3,553,115 | $146.1M |
| State Street Corp. | 0.01% | Reduce -1.6% | 3,209,443 | $132.0M |
| Neuberger Berman Group LLC | 0.10% | Add +309.5% | 2,871,091 | $118.1M |
| Wellington Management Group LLP | 0.02% | Add +78.3% | 2,720,150 | $111.9M |
| Wells Fargo & Company | 0.02% | Add +16.3% | 2,487,050 | $102.3M |
| BlackRock, Inc. | 0.00% | Reduce -75.6% | 2,230,510 | $91.7M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 1,979,171 | $81.4M |
| Aristotle Pacific Capital, LLC | 26.69% | Add +25.2% | 1,971,353 | $81.1M |
| State of New Jersey Common Pension Fund D | 0.35% | Add +22.6% | 1,900,000 | $78.1M |
| Partners Capital Investment Group, LLP | 1.13% | Add +39.7% | 1,618,507 | $66.6M |
| Advisory Alpha, LLC | 2.21% | Add +19159.4% | 1,580,815 | $65.0M |
| UBS Group AG | 0.01% | Reduce -9.3% | 1,492,758 | $61.4M |
| Money Design Co.,Ltd. | 2.90% | Reduce -2.3% | 1,416,213 | $58.2M |
| Calamos Advisors LLC | 0.37% | No change | 1,312,055 | $54.0M |
| BNP Paribas Financial Markets | 0.04% | Add +76.6% | 1,309,602 | $53.9M |
| Kensington Asset Management, LLC | 5.38% | No change | 1,244,811 | $51.2M |
| Deutsche Bank AG | 0.02% | Add +0.8% | 1,195,757 | $49.2M |
| Raymond James Financial Inc. | 0.02% | Add +12.4% | 1,141,103 | $46.9M |
| Counterpoint Mutual Funds LLC | 6.66% | No change | 1,130,422 | $46.5M |
| 1832 Asset Management L.P. | 0.08% | Add +0.9% | 1,031,988 | $42.4M |
| American Century Companies Inc. | 0.02% | Reduce -5.7% | 978,814 | $40.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -33.7% | 949,095 | $39.0M |
| National Bank of Canada | 0.04% | Add +8428081.8% | 927,100 | $38.1M |
| Ameriprise Financial Inc. | 0.01% | Add +5.3% | 906,115 | $37.3M |
| HighTower Advisors, LLC | 0.04% | Add +17.1% | 770,012 | $31.7M |
| Osborne Partners Capital Management, LLC | 1.76% | Add +8.8% | 741,873 | $30.5M |
| Ameritas Advisory Services, LLC | 1.15% | Reduce -5.2% | 690,648 | $28.4M |
| GE Investment Management Corp. | 13.82% | Add +17.1% | 669,912 | $27.6M |
| Bank of Nova Scotia | 0.06% | Reduce -74.4% | 645,900 | $26.6M |
| Conning Inc. | 0.97% | No change | 641,275 | $26.4M |
| Lord, Abbett & Co. LLC | 0.10% | Reduce -81.2% | 637,056 | $26.2M |
| L & S Advisors Inc | 3.65% | Add +52.2% | 629,125 | $25.9M |
| Guggenheim Capital LLC | 0.24% | Reduce -17.7% | 615,497 | $25.3M |
| Creative Planning | 0.02% | Add +4.2% | 608,476 | $25.0M |
| ZEGA Investments, LLC | 7.31% | Add +3.7% | 605,136 | $24.9M |
| Donoghue Forlines LLC | 7.63% | Add +2.3% | 585,077 | $24.1M |
| Federated Hermes, Inc. | 0.05% | Add +9.5% | 555,000 | $22.8M |
| Pathstone Holdings, LLC | 0.09% | Add +47.8% | 527,870 | $21.7M |
| New York Life Investment Management LLC | 0.22% | Add +14.9% | 521,111 | $21.4M |
| AlphaStar Capital Management, LLC | 2.09% | Add +19.7% | 505,792 | $20.8M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 505,124 | $20.8M |
| Blackstone Inc. | 0.09% | No change | 492,591 | $20.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -3.5% | 454,562 | $18.7M |
| Ninety One UK Ltd | 0.05% | Add +117.5% | 431,500 | $17.7M |
| First Foundation Advisors | 0.72% | Add +36.9% | 431,348 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -27.3% | 410,694 | $16.9M |
| Merit Financial Group, LLC | 0.24% | Add +1.0% | 390,674 | $16.1M |
| Coppell Advisory Solutions LLC | 2.15% | Add +748.9% | 379,653 | $15.5M |
| Cetera Investment Advisers | 0.03% | Add +20.6% | 376,793 | $15.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +15.1% | 375,676 | $15.5M |
| Catalyst Capital Advisors LLC | 0.32% | Add +133.9% | 374,591 | $15.4M |
| CNO Financial Group, Inc. | 12.28% | — | 357,000 | $14.7M |
| Thrivent Financial for Lutherans | 0.03% | No change | 344,875 | $14.5M |
| Prevail Innovative Wealth Advisors, LLC | 3.64% | Add +674.5% | 332,409 | $13.7M |
| Country Trust Bank | 0.34% | Add +5.6% | 327,570 | $13.5M |
| Secure Asset Management, LLC | 2.62% | Add +35.5% | 315,381 | $13.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +72.4% | 307,240 | $12.6M |
| Bain Capital Credit, LP | 3.03% | Reduce -3.0% | 301,197 | $12.4M |
| Logan Stone Capital, LLC | 5.69% | Reduce -24.3% | 296,586 | $12.2M |
| Assetmark, Inc. | 0.03% | Add +61.6% | 288,659 | $11.9M |
| Kestra Private Wealth Services, LLC | 0.19% | Reduce -4.3% | 283,722 | $11.7M |
| Matthew Goff Investment Advisor, LLC | 2.00% | Reduce -4.1% | 263,610 | $10.8M |
| Stablepoint Partners, LLC | 1.87% | Add +3.0% | 251,348 | $10.3M |
| Goldstone Financial Group, LLC | 1.55% | Add +5.8% | 248,228 | $10.2M |
| Oppenheimer Asset Management Inc. | 0.13% | Reduce -1.4% | 245,807 | $10.1M |
| Hilltop Partners LLC | 3.32% | Add +26.9% | 238,830 | $9.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -7.2% | 235,340 | $9.7M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -1.3% | 228,115 | $9.4M |
| Fragasso Financial Advisors Inc | 0.70% | Add +6.4% | 227,881 | $9.4M |
| First Eagle Investment Management, LLC | 0.02% | Add +70.9% | 218,112 | $9.2M |
| MRA Advisory Group | 4.86% | Add +6.2% | 221,538 | $9.1M |
| Integrated Wealth Concepts LLC | 0.10% | Add +6.8% | 214,873 | $8.8M |
| Destiny Wealth Partners, LLC | 1.39% | Add +5.1% | 212,744 | $8.8M |
| Drive Wealth Management, LLC | 2.05% | Add +7.6% | 212,287 | $8.7M |
| Refined Wealth Management | 7.07% | Reduce -2.1% | 210,079 | $8.6M |
| First Manhattan Co. Llc. | 0.03% | Reduce -1.6% | 208,650 | $8.6M |
| Semmax Financial Advisors Inc. | 2.27% | Add +1.3% | 205,588 | $8.4M |
| Shilanski & Associates, Inc. | 2.62% | Add +5.4% | 203,812 | $8.4M |
| Sagace Wealth Management LLC | 6.31% | Reduce -1.0% | 202,961 | $8.3M |
| Victory Capital Management Inc. | 0.01% | New | 200,000 | $8.2M |
| Hennion & Walsh Asset Management, Inc. | 0.37% | Add +6.6% | 199,821 | $8.2M |
| Scotia Capital Inc. | 0.04% | Add +0.3% | 193,883 | $8.0M |
| Horizon Financial Services, LLC | 4.42% | New | 192,818 | $7.9M |
| KMG Fiduciary Partners, LLC | 0.65% | Add +15.1% | 191,559 | $7.9M |
| Fortis Capital Management LLC | 1.51% | Add +30.5% | 188,878 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -25.9% | 184,026 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.9% | 179,814 | $7.4M |
| Cynosure Group, LLC | 0.99% | Add +42.6% | 174,808 | $7.2M |
| Little Harbor Advisors, LLC | 4.40% | No change | 173,388 | $7.1M |
| Perigon Wealth Management, LLC | 0.18% | Add +28.0% | 172,617 | $7.1M |
"% 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.