SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q2 2025 (June 30)523holders −2
50new positions
59sold out
3famous investors
$41.54avg. 13F price*
At the end of Q2 2025, 523 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 2 from Q1 2025. 50 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($552.4M), Morgan Stanley ($482.4M) and Corebridge Financial, Inc. ($398.6M). 3 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 (Q2 2025)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $67.5M |
| Exits | 59 | $310.1M |
All 13F filers, Q1 2025 → Q2 2025: 12,089,298 shares bought and 23,257,631 shares sold, net −11,168,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 523 holders
| Bank of America Corp. | 0.04% | Add +14.6% | 13,282,946 | $552.4M |
| Morgan Stanley | 0.03% | Add +4.7% | 11,600,039 | $482.4M |
| Corebridge Financial, Inc. | 88.85% | No change | 9,585,037 | $398.6M |
| Arizona PSPRS Trust | 11.05% | Add +1.9% | 7,994,169 | $332.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +14.2% | 7,103,114 | $295.4M |
| State of Tennessee, Department of Treasury | 0.96% | Reduce -1.9% | 6,446,331 | $268.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.51% | Add +12.0% | 6,098,747 | $253.6M |
| Ocean Park Asset Management, LLC | 7.84% | No change | 5,370,424 | $220.9M |
| Ensign Peak Advisors, Inc | 0.28% | No change | 4,002,693 | $166.5M |
| LPL Financial LLC | 0.05% | Reduce -1.7% | 3,574,104 | $148.6M |
| Neuberger Berman Group LLC | 0.11% | Add +16.9% | 3,354,813 | $139.5M |
| State Street Corp. | 0.01% | Add +0.5% | 3,225,320 | $134.1M |
| Royal Bank of Canada | 0.02% | Add +24.2% | 2,457,416 | $102.2M |
| Wells Fargo & Company | 0.02% | Reduce -16.7% | 2,071,781 | $86.2M |
| BlackRock, Inc. | 0.00% | Reduce -12.2% | 1,959,019 | $81.5M |
| Advisory Alpha, LLC | 2.16% | Add +5.3% | 1,665,176 | $69.3M |
| Symetra Investment Management Co | 17.04% | Reduce -56.0% | 1,564,215 | $65.1M |
| Renaissance Technologies | 0.08% | Add +941.9% | 1,528,466 | $63.6M |
| UBS Group AG | 0.01% | Add +1.4% | 1,514,277 | $63.0M |
| Money Design Co.,Ltd. | 3.09% | Add +6.2% | 1,503,826 | $62.5M |
| Deutsche Bank AG | 0.02% | Reduce -0.2% | 1,192,926 | $49.6M |
| Horizon Investments, LLC | 0.78% | Add +90213.1% | 1,197,552 | $49.2M |
| Aristotle Pacific Capital, LLC | 23.08% | Reduce -41.3% | 1,157,066 | $48.1M |
| 1832 Asset Management L.P. | 0.08% | Add +4.5% | 1,077,964 | $44.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.2% | 1,002,407 | $41.7M |
| Wellington Management Group LLP | 0.01% | Reduce -65.6% | 936,750 | $39.0M |
| CNO Financial Group, Inc. | 22.16% | Add +141.5% | 862,000 | $35.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.8% | 846,168 | $35.2M |
| Calamos Advisors LLC | 0.21% | Reduce -38.0% | 812,805 | $33.8M |
| Donoghue Forlines LLC | 9.28% | Add +33.7% | 782,022 | $32.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.0% | 747,083 | $31.1M |
| Osborne Partners Capital Management, LLC | 1.63% | Reduce -0.4% | 738,962 | $30.7M |
| Conning Inc. | 0.96% | Add +11.2% | 713,275 | $26.7M |
| Guggenheim Capital LLC | 0.21% | Reduce -0.3% | 613,929 | $25.5M |
| Bank of New York Mellon Corp | 0.00% | Add +45.7% | 598,527 | $24.9M |
| Lord, Abbett & Co. LLC | 0.08% | Reduce -6.4% | 596,051 | $24.8M |
| Creative Planning | 0.02% | Reduce -2.2% | 594,938 | $24.7M |
| Stifel Financial Corp. | 0.02% | Add +10.9% | 560,396 | $23.3M |
| Ameritas Advisory Services, LLC | 1.17% | Reduce -22.1% | 537,974 | $22.4M |
| Quadrature Capital Ltd | 0.37% | New | 510,156 | $21.2M |
| Federated Hermes, Inc. | 0.04% | Reduce -11.1% | 493,150 | $20.5M |
| Blackstone Inc. | 0.09% | No change | 492,591 | $20.5M |
| Ninety One UK Ltd | 0.04% | No change | 431,500 | $17.9M |
| Coppell Advisory Solutions LLC | 2.09% | Add +11.4% | 423,017 | $17.6M |
| L & S Advisors Inc | 1.92% | Reduce -34.7% | 410,860 | $17.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.9% | 409,498 | $17.0M |
| First Foundation Advisors | 0.62% | Reduce -6.5% | 403,498 | $16.8M |
| State of New Jersey Common Pension Fund D | 0.06% | Reduce -79.0% | 400,000 | $16.6M |
| Catalyst Capital Advisors LLC | 0.31% | No change | 374,591 | $15.6M |
| Cetera Investment Advisers | 0.03% | Reduce -1.3% | 372,096 | $15.5M |
| ZEGA Investments, LLC | 3.67% | Reduce -41.9% | 351,761 | $14.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -73.3% | 349,333 | $14.5M |
| Country Trust Bank | 0.31% | Add +0.8% | 330,319 | $13.7M |
| Prevail Innovative Wealth Advisors, LLC | 3.03% | Reduce -2.4% | 324,530 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -19.4% | 302,856 | $12.6M |
| Assetmark, Inc. | 0.03% | Add +4.1% | 300,420 | $12.5M |
| Citigroup Inc. | 0.01% | Add +509396.5% | 295,508 | $12.3M |
| Kestra Private Wealth Services, LLC | 0.16% | Reduce -3.3% | 274,342 | $11.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +13.3% | 266,737 | $11.1M |
| Stablepoint Partners, LLC | 1.85% | Add +3.8% | 260,870 | $10.8M |
| Fortem Financial Group, LLC | 3.47% | Add +122.2% | 258,408 | $10.7M |
| Secure Asset Management, LLC | 1.99% | Reduce -18.1% | 258,287 | $10.7M |
| Goldstone Financial Group, LLC | 1.35% | Reduce -0.6% | 246,711 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.6% | 243,783 | $10.1M |
| Drive Wealth Management, LLC | 2.13% | Add +10.2% | 233,961 | $9.7M |
| Matthew Goff Investment Advisor, LLC | 1.75% | Reduce -13.7% | 227,520 | $9.5M |
| Destiny Wealth Partners, LLC | 1.26% | Add +5.8% | 225,140 | $9.4M |
| Sanctuary Advisors, LLC | 0.06% | Add +231.0% | 224,032 | $9.3M |
| Merit Financial Group, LLC | 0.10% | Reduce -42.7% | 223,888 | $9.3M |
| Moulton Wealth Management, Inc. | 6.87% | Add +196.5% | 219,012 | $9.1M |
| Hennion & Walsh Asset Management, Inc. | 0.36% | Add +6.6% | 212,978 | $8.9M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -0.9% | 212,941 | $8.9M |
| Refined Wealth Management | 6.02% | Add +0.3% | 210,651 | $8.8M |
| Shilanski & Associates, Inc. | 2.49% | Add +2.9% | 209,695 | $8.7M |
| Fragasso Financial Advisors Inc | 0.58% | Reduce -9.3% | 206,564 | $8.6M |
| KMG Fiduciary Partners, LLC | 0.61% | Add +3.8% | 198,874 | $8.3M |
| MRA Advisory Group | 3.87% | Reduce -10.3% | 198,826 | $8.3M |
| Hilltop Partners LLC | 2.48% | Reduce -17.3% | 197,482 | $8.2M |
| Horizon Financial Services, LLC | 4.29% | Add +0.9% | 194,572 | $8.1M |
| Scotia Capital Inc. | 0.04% | Reduce -0.0% | 193,854 | $8.1M |
| First Manhattan Co. Llc. | 0.02% | Reduce -12.4% | 182,725 | $7.6M |
| Fortis Capital Management LLC | 1.18% | Reduce -3.6% | 182,077 | $7.6M |
| ACT Advisors, LLC. | 3.46% | New | 180,087 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.4% | 179,541 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.6% | 167,898 | $7.0M |
| Pathstone Holdings, LLC | 0.03% | Reduce -68.6% | 165,653 | $6.9M |
| NewSquare Capital LLC | 0.51% | Reduce -1.5% | 165,459 | $6.9M |
| O'Connor Financial Group LLC | 2.96% | Add +5.7% | 162,129 | $6.7M |
| Logan Stone Capital, LLC | 3.15% | Reduce -45.8% | 160,718 | $6.7M |
| Luken Investment Analytics, LLC | 2.83% | Reduce -3.2% | 155,480 | $6.5M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -11.4% | 152,872 | $6.4M |
| CreativeOne Wealth, LLC | 0.16% | Add +9.9% | 149,865 | $6.2M |
| Austin Private Wealth, LLC | 0.49% | Add +67.7% | 149,298 | $6.2M |
| Wedbush Securities Inc. | 0.22% | Add +82.8% | 148,084 | $6.2M |
| Palogic Value Management, L.P. | 2.64% | Add +12.0% | 147,942 | $6.2M |
| Summit Global Investments | 0.36% | Add +7.7% | 147,143 | $6.1M |
| Sagace Wealth Management LLC | 4.54% | Reduce -28.1% | 146,039 | $6.1M |
| Independent Financial Group, LLC | 0.17% | Add +9.3% | 145,488 | $6.1M |
| Live Oak Investment Partners | 4.65% | Reduce 0.0% | 145,403 | $6.0M |
| Jefferies Financial Group Inc. | 0.10% | Reduce -7.6% | 144,622 | $6.0M |
"% 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.