SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q3 2025 (September 30)500holders −23
33new positions
44sold out
3famous investors
$41.57avg. 13F price*
At the end of Q3 2025, 500 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 23 from Q2 2025. 33 opened new positions and 44 sold out. The largest holders were Healthcare of Ontario Pension Plan Trust Fund ($445.6M), Bank of America Corp. ($444.9M) and Morgan Stanley ($434.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS Blackstone Sr Loan ETF
- Filed as
- SSGA ACTIVE ETF TR (Q3 2025)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $83.1M |
| Exits | 44 | $61.8M |
All 13F filers, Q2 2025 → Q3 2025: 12,076,137 shares bought and 18,334,076 shares sold, net −6,257,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| Healthcare of Ontario Pension Plan Trust Fund | 0.83% | Add +75.7% | 10,717,441 | $445.6M |
| Bank of America Corp. | 0.03% | Reduce -19.4% | 10,699,471 | $444.9M |
| Morgan Stanley | 0.03% | Reduce -9.8% | 10,458,341 | $434.9M |
| Corebridge Financial, Inc. | 21.45% | No change | 9,585,037 | $398.5M |
| Arizona PSPRS Trust | 11.65% | Add +1.9% | 8,149,736 | $338.9M |
| State of Tennessee, Department of Treasury | 0.91% | Add +2.4% | 6,600,978 | $274.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -14.5% | 6,071,207 | $252.4M |
| LPL Financial LLC | 0.04% | Add +3.0% | 3,682,884 | $153.1M |
| State Street Corp. | 0.00% | Add +1.6% | 3,275,789 | $136.2M |
| Neuberger Berman Group LLC | 0.09% | Reduce -7.5% | 3,101,478 | $129.0M |
| UBS Group AG | 0.02% | Add +85.3% | 2,806,257 | $116.7M |
| Ensign Peak Advisors, Inc | 0.17% | Reduce -36.2% | 2,554,674 | $106.2M |
| Royal Bank of Canada | 0.02% | Add +2.8% | 2,526,464 | $105.0M |
| Wells Fargo & Company | 0.02% | Add +6.4% | 2,203,591 | $91.6M |
| Advisory Alpha, LLC | 2.06% | Add +7.2% | 1,785,037 | $73.8M |
| Symetra Investment Management Co | 14.29% | No change | 1,564,215 | $65.0M |
| Renaissance Technologies | 0.08% | Reduce -4.2% | 1,464,379 | $60.9M |
| Aristotle Pacific Capital, LLC | 28.41% | Add +21.3% | 1,403,453 | $58.4M |
| Horizon Investments, LLC | 0.62% | Reduce -3.9% | 1,150,656 | $47.2M |
| 1832 Asset Management L.P. | 0.08% | Add +0.7% | 1,085,981 | $45.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.4% | 1,016,001 | $42.2M |
| Wellington Management Group LLP | 0.01% | No change | 936,750 | $39.0M |
| BlackRock, Inc. | 0.00% | Reduce -52.8% | 924,154 | $38.4M |
| HighTower Advisors, LLC | 0.04% | Add +15.9% | 866,124 | $36.0M |
| CNO Financial Group, Inc. | 23.80% | No change | 862,000 | $35.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.0% | 854,786 | $35.5M |
| Calamos Advisors LLC | 0.20% | No change | 812,805 | $33.8M |
| Osborne Partners Capital Management, LLC | 1.63% | Add +4.3% | 770,616 | $32.0M |
| Conning Inc. | 0.93% | Reduce -10.1% | 641,275 | $26.7M |
| Ninety One UK Ltd | 0.06% | Add +44.4% | 623,265 | $25.9M |
| Donoghue Forlines LLC | 7.97% | Reduce -20.4% | 622,379 | $25.9M |
| Guggenheim Capital LLC | 0.19% | Add +0.8% | 618,615 | $25.7M |
| Liberty Mutual Group Asset Management Inc. | 7.95% | New | 601,107 | $25.0M |
| Lord, Abbett & Co. LLC | 0.08% | Add +0.3% | 597,649 | $24.9M |
| Creative Planning | 0.02% | Reduce -4.4% | 569,011 | $23.7M |
| Blackstone Inc. | 0.10% | Add +12.8% | 555,591 | $23.1M |
| Stifel Financial Corp. | 0.02% | Reduce -5.0% | 532,252 | $22.1M |
| Osaic Holdings, Inc. | 0.03% | Add +24.5% | 509,876 | $21.2M |
| Federated Hermes, Inc. | 0.04% | No change | 493,150 | $20.5M |
| Deutsche Bank AG | 0.01% | Reduce -59.4% | 483,941 | $20.1M |
| Coppell Advisory Solutions LLC | 2.11% | Add +13.1% | 478,364 | $19.9M |
| Thrivent Financial for Lutherans | 0.04% | Add +270.7% | 459,880 | $19.1M |
| L & S Advisors Inc | 1.88% | Add +3.1% | 423,726 | $17.6M |
| Cetera Investment Advisers | 0.02% | Add +4.3% | 388,246 | $16.1M |
| Catalyst Capital Advisors LLC | 0.31% | No change | 374,591 | $15.6M |
| Prevail Innovative Wealth Advisors, LLC | 2.93% | Add +11.7% | 362,529 | $15.1M |
| First Foundation Advisors | 0.55% | Reduce -10.6% | 360,804 | $15.0M |
| ZEGA Investments, LLC | 3.41% | Add +1.6% | 357,232 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +17.1% | 354,597 | $14.7M |
| Country Trust Bank | 0.30% | Add +1.4% | 335,075 | $13.9M |
| HRT Financial LP | 0.05% | New | 324,150 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +31.4% | 320,354 | $13.3M |
| Assetmark, Inc. | 0.03% | Add +3.9% | 312,103 | $13.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +64.5% | 295,326 | $12.3M |
| Secure Asset Management, LLC | 2.02% | Add +14.9% | 296,752 | $12.3M |
| Fortem Financial Group, LLC | 3.36% | Add +8.9% | 281,513 | $11.7M |
| Stablepoint Partners, LLC | 1.85% | Add +7.3% | 279,787 | $11.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +4.8% | 279,544 | $11.6M |
| Motley Fool Wealth Management, LLC | 0.79% | New | 279,079 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -4.0% | 263,385 | $11.0M |
| Goldstone Financial Group, LLC | 1.29% | Add +6.4% | 262,437 | $10.9M |
| Destiny Wealth Partners, LLC | 1.31% | Add +14.2% | 257,145 | $10.7M |
| Sanctuary Advisors, LLC | 0.06% | Add +4.4% | 233,922 | $9.7M |
| Pathstone Holdings, LLC | 0.04% | Add +37.4% | 227,631 | $9.5M |
| Matthew Goff Investment Advisor, LLC | 1.60% | Reduce -0.9% | 225,397 | $9.4M |
| Shilanski & Associates, Inc. | 2.48% | Add +6.8% | 223,982 | $9.3M |
| Fragasso Financial Advisors Inc | 0.57% | Add +7.2% | 221,443 | $9.2M |
| Refined Wealth Management | 5.85% | Add +4.0% | 219,125 | $9.1M |
| Merit Financial Group, LLC | 0.08% | Reduce -2.2% | 218,910 | $9.1M |
| MRA Advisory Group | 3.92% | Add +8.7% | 216,209 | $9.0M |
| Integrated Wealth Concepts LLC | 0.08% | Add +0.3% | 213,473 | $8.9M |
| KMG Fiduciary Partners, LLC | 0.59% | Add +6.4% | 211,684 | $8.8M |
| Asset Allocation & Management Company, LLC | 3.68% | Add +117.2% | 207,804 | $8.6M |
| Horizon Financial Services, LLC | 4.11% | Add +6.5% | 207,141 | $8.6M |
| Logan Stone Capital, LLC | 3.88% | Add +27.7% | 205,275 | $8.5M |
| Hilltop Partners LLC | 2.55% | Add +3.8% | 204,945 | $8.5M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -50.0% | 200,000 | $8.3M |
| Scotia Capital Inc. | 0.03% | Add +0.9% | 195,532 | $8.1M |
| Moulton Wealth Management, Inc. | 5.80% | Reduce -12.4% | 191,910 | $8.0M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.2% | 182,349 | $7.6M |
| Prelude Capital Management, LLC | 0.59% | New | 180,227 | $7.5M |
| Fortis Capital Management LLC | 1.05% | Reduce -1.2% | 179,893 | $7.5M |
| NewSquare Capital LLC | 0.50% | Add +7.5% | 177,905 | $7.4M |
| Drive Wealth Management, LLC | 1.53% | Reduce -26.0% | 173,203 | $7.2M |
| Live Oak Investment Partners | 4.64% | Add +15.8% | 168,361 | $7.0M |
| Hennion & Walsh Asset Management, Inc. | 0.25% | Reduce -21.9% | 166,417 | $6.9M |
| O'Connor Financial Group LLC | 2.89% | Add +2.3% | 165,837 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.5% | 165,442 | $6.8M |
| Austin Private Wealth, LLC | 0.52% | Add +9.2% | 163,024 | $6.8M |
| 1607 Capital Partners, LLC | 0.51% | Add +24.2% | 162,658 | $6.8M |
| Palogic Value Management, L.P. | 2.90% | Add +9.8% | 162,486 | $6.8M |
| Independent Financial Group, LLC | 0.16% | Add +10.7% | 161,048 | $6.7M |
| Beta Wealth Group, Inc. | 2.63% | Add +31.0% | 160,272 | $6.7M |
| Luken Investment Analytics, LLC | 2.59% | Add +2.6% | 159,516 | $6.6M |
| CreativeOne Wealth, LLC | 0.16% | Add +6.4% | 159,403 | $6.6M |
| Wedbush Securities Inc. | 0.21% | Add +5.0% | 155,449 | $6.5M |
| Summit Global Investments | 0.37% | Add +3.0% | 151,619 | $6.3M |
| Rainey & Randall Wealth Advisors Inc. | 1.04% | Add +9.7% | 149,547 | $6.2M |
| Twelve Points Wealth Management LLC | 1.53% | Add +15.3% | 147,907 | $6.1M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -4.3% | 146,352 | $6.1M |
"% 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.