SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q4 2025 (December 31)525holders +25
58new positions
51sold out
3famous investors
$41.26avg. 13F price*
At the end of Q4 2025, 525 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, up 25 from Q3 2025. 58 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($460.8M), Bank of America Corp. ($439.3M) and Healthcare of Ontario Pension Plan Trust Fund ($402.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $157.9M |
| Exits | 51 | $52.5M |
All 13F filers, Q3 2025 → Q4 2025: 12,166,687 shares bought and 10,209,353 shares sold, net +1,957,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Morgan Stanley | 0.03% | Add +6.8% | 11,164,717 | $460.8M |
| Bank of America Corp. | 0.03% | Reduce -0.5% | 10,645,226 | $439.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.69% | Reduce -9.0% | 9,757,441 | $402.7M |
| Arizona PSPRS Trust | 12.70% | Add +2.5% | 8,357,347 | $344.9M |
| State of Tennessee, Department of Treasury | 0.82% | Reduce -4.7% | 6,289,986 | $257.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +2.4% | 6,215,749 | $256.5M |
| LPL Financial LLC | 0.04% | Add +4.2% | 3,837,057 | $158.4M |
| State Street Corp. | 0.00% | Add +4.0% | 3,407,525 | $140.6M |
| UBS Group AG | 0.03% | Add +9.2% | 3,063,084 | $126.4M |
| Ensign Peak Advisors, Inc | 0.22% | Add +18.9% | 3,038,877 | $125.4M |
| Royal Bank of Canada | 0.02% | Reduce -12.9% | 2,199,675 | $90.8M |
| Wells Fargo & Company | 0.02% | Reduce -2.1% | 2,158,112 | $89.1M |
| Advisory Alpha, LLC | 2.03% | Add +1.0% | 1,803,133 | $74.4M |
| Aristotle Pacific Capital, LLC | 25.68% | Add +8.1% | 1,517,066 | $62.6M |
| Symetra Investment Management Co | 10.86% | Reduce -4.4% | 1,495,085 | $61.7M |
| Liberty Mutual Group Asset Management Inc. | 5.72% | Add +142.4% | 1,457,094 | $60.1M |
| Jane Street Group, LLC | 0.07% | New | 1,349,688 | $55.7M |
| Horizon Investments, LLC | 0.61% | Add +1.9% | 1,172,612 | $48.4M |
| 1832 Asset Management L.P. | 0.06% | Add +1.9% | 1,106,551 | $45.7M |
| Raymond James Financial Inc. | 0.01% | Add +3.9% | 1,055,669 | $43.6M |
| CNO Financial Group, Inc. | 20.16% | No change | 862,000 | $35.6M |
| Wellington Management Group LLP | 0.01% | Reduce -8.0% | 861,750 | $35.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.6% | 832,235 | $34.3M |
| Calamos Advisors LLC | 0.20% | No change | 812,805 | $33.5M |
| HRT Financial LP | 0.11% | Add +149.4% | 808,459 | $33.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -8.0% | 797,035 | $32.9M |
| Osborne Partners Capital Management, LLC | 1.63% | Reduce -0.2% | 768,820 | $31.7M |
| Diversify Advisory Services, LLC | 0.98% | Add +5086.5% | 747,744 | $31.0M |
| BlackRock, Inc. | 0.00% | Reduce -19.5% | 744,154 | $30.7M |
| Ocean Park Asset Management, LLC | 1.33% | Add +548.8% | 685,882 | $28.3M |
| Conning Inc. | 0.93% | No change | 641,275 | $26.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +34.3% | 617,564 | $25.5M |
| State of Wisconsin Investment Board | 0.06% | New | 609,000 | $25.1M |
| Lord, Abbett & Co. LLC | 0.08% | Add +1.7% | 607,868 | $25.1M |
| Federated Hermes, Inc. | 0.04% | Add +21.8% | 600,650 | $24.8M |
| Donoghue Forlines LLC | 7.48% | Reduce -5.8% | 586,350 | $24.2M |
| Stifel Financial Corp. | 0.02% | Add +6.2% | 565,480 | $23.3M |
| Blackstone Inc. | 0.10% | No change | 555,591 | $22.9M |
| Creative Planning | 0.02% | Reduce -5.7% | 536,851 | $22.2M |
| Coppell Advisory Solutions LLC | 2.16% | Add +11.1% | 531,514 | $21.9M |
| Ninety One UK Ltd | 0.04% | Reduce -19.8% | 499,591 | $20.6M |
| Ameritas Advisory Services, LLC | 0.70% | Add +1784.2% | 454,158 | $18.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -13.7% | 439,839 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.9% | 382,594 | $15.8M |
| Citadel Advisors | 0.01% | New | 375,672 | $15.5M |
| Prevail Innovative Wealth Advisors, LLC | 2.77% | Add +3.4% | 374,854 | $15.5M |
| Catalyst Capital Advisors LLC | 0.32% | No change | 374,591 | $15.5M |
| Asset Allocation & Management Company, LLC | 6.16% | Add +79.0% | 371,904 | $15.3M |
| Cwm, LLC | 0.04% | Add +168.4% | 371,775 | $15.3M |
| Guggenheim Capital LLC | 0.11% | Reduce -40.1% | 370,396 | $15.3M |
| Country Trust Bank | 0.25% | Add +0.3% | 335,974 | $13.9M |
| First Foundation Advisors | 0.51% | Reduce -8.7% | 329,256 | $13.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -89.7% | 318,902 | $13.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +6.8% | 315,304 | $13.0M |
| Secure Asset Management, LLC | 2.05% | Add +6.1% | 314,928 | $13.0M |
| Cetera Investment Advisers | 0.01% | Reduce -19.8% | 311,345 | $12.8M |
| Assetmark, Inc. | 0.03% | Reduce -2.1% | 305,580 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +8.9% | 304,555 | $12.6M |
| Fortem Financial Group, LLC | 3.17% | Add +2.2% | 287,622 | $11.9M |
| Stablepoint Partners, LLC | 1.85% | Add +2.6% | 287,083 | $11.8M |
| Goldstone Financial Group, LLC | 1.30% | Add +7.5% | 282,143 | $11.6M |
| Destiny Wealth Partners, LLC | 1.28% | Add +5.2% | 270,386 | $11.2M |
| ZEGA Investments, LLC | 2.06% | Reduce -28.0% | 257,316 | $10.6M |
| Cerity Partners LLC | 0.02% | Add +132.9% | 256,894 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.4% | 255,000 | $10.5M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -3.4% | 254,336 | $10.5M |
| KMG Fiduciary Partners, LLC | 0.74% | Add +18.8% | 251,506 | $10.4M |
| Motley Fool Wealth Management, LLC | 0.77% | Reduce -14.0% | 240,039 | $9.9M |
| MRA Advisory Group | 4.15% | Add +10.8% | 239,481 | $9.9M |
| Fragasso Financial Advisors Inc | 0.59% | Add +6.5% | 235,934 | $9.7M |
| Scotia Capital Inc. | 0.04% | Add +15.1% | 224,999 | $9.3M |
| Twelve Points Wealth Management LLC | 2.08% | Add +51.2% | 223,632 | $9.3M |
| Independent Financial Group, LLC | 0.21% | Add +39.3% | 224,320 | $9.3M |
| Horizon Financial Services, LLC | 4.15% | Add +6.7% | 221,016 | $9.1M |
| Refined Wealth Management | 6.11% | Add +0.4% | 219,927 | $9.1M |
| Hilltop Partners LLC | 2.33% | Add +6.8% | 218,856 | $9.0M |
| Matthew Goff Investment Advisor, LLC | 1.60% | Reduce -3.0% | 218,611 | $9.0M |
| Integrated Wealth Concepts LLC | 0.11% | Add +2.1% | 217,933 | $9.0M |
| GTS Securities LLC | 0.30% | New | 214,010 | $8.8M |
| Merit Financial Group, LLC | 0.07% | Reduce -2.4% | 213,685 | $8.8M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -9.3% | 212,258 | $8.8M |
| ACT Advisors, LLC. | 3.34% | New | 205,284 | $8.5M |
| Bramshill Investments, LLC | 0.47% | Add +69.5% | 200,000 | $8.3M |
| Graham Capital Management, L.P. | 0.41% | New | 200,000 | $8.3M |
| Fortis Capital Management LLC | 1.09% | Add +11.1% | 199,806 | $8.2M |
| Prelude Capital Management, LLC | 0.57% | Add +4.5% | 188,330 | $7.8M |
| Canal Capital Management, LLC | 1.07% | Add +36.2% | 183,298 | $7.6M |
| Austin Private Wealth, LLC | 0.56% | Add +11.4% | 181,612 | $7.5M |
| First Manhattan Co. Llc. | 0.02% | Reduce -1.3% | 180,074 | $7.4M |
| Hennion & Walsh Asset Management, Inc. | 0.25% | Add +7.4% | 178,724 | $7.4M |
| CreativeOne Wealth, LLC | 0.17% | Add +9.2% | 174,101 | $7.2M |
| O'Connor Financial Group LLC | 2.85% | Add +4.4% | 173,157 | $7.2M |
| Wedbush Securities Inc. | 0.21% | Add +9.7% | 170,548 | $7.0M |
| Jefferies Financial Group Inc. | 0.06% | Add +22.9% | 167,300 | $6.9M |
| Palogic Value Management, L.P. | 2.97% | Add +2.6% | 166,745 | $6.9M |
| Westview Management dba Westview Investment Advisors | 3.17% | — | 161,147 | $6.7M |
| Beta Wealth Group, Inc. | 2.65% | Reduce -0.4% | 159,608 | $6.6M |
| Blueline Advisors LLC | 5.37% | — | 159,478 | $6.6M |
| Mirabella Financial Services LLP | 0.66% | Add +12.2% | 156,900 | $6.5M |
| Summit Global Investments | 0.38% | Add +3.0% | 156,122 | $6.4M |
"% 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.