Vertrix Wealth Management LLC Buys New Stake in SPDR Blackstone Senior Loan ETF $SRLN

Vertrix Wealth Management LLC acquired a new stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 146,567 shares of the company’s stock, valued at approximately $5,905,000. SPDR Blackstone Senior Loan ETF makes up 2.0% of Vertrix Wealth Management LLC’s portfolio, making the stock its 12th biggest position. Vertrix Wealth Management LLC owned about 0.11% of SPDR Blackstone Senior Loan ETF at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Bank of America Corp DE lifted its holdings in SPDR Blackstone Senior Loan ETF by 14.5% in the 2nd quarter. Bank of America Corp DE now owns 13,282,946 shares of the company’s stock valued at $552,438,000 after purchasing an additional 1,686,876 shares in the last quarter. Jane Street Group LLC purchased a new stake in shares of SPDR Blackstone Senior Loan ETF during the fourth quarter worth about $55,702,000. UBS Group AG raised its position in shares of SPDR Blackstone Senior Loan ETF by 85.3% in the third quarter. UBS Group AG now owns 2,806,257 shares of the company’s stock valued at $116,684,000 after buying an additional 1,291,980 shares during the last quarter. Diversify Wealth Management LLC lifted its stake in shares of SPDR Blackstone Senior Loan ETF by 6,701.6% during the first quarter. Diversify Wealth Management LLC now owns 1,012,277 shares of the company’s stock valued at $41,078,000 after buying an additional 997,394 shares during the period. Finally, Morgan Stanley lifted its stake in shares of SPDR Blackstone Senior Loan ETF by 6.8% during the fourth quarter. Morgan Stanley now owns 11,164,717 shares of the company’s stock valued at $460,768,000 after buying an additional 706,376 shares during the period.

SPDR Blackstone Senior Loan ETF Stock Performance

Shares of NYSEARCA SRLN opened at $40.44 on Monday. SPDR Blackstone Senior Loan ETF has a 1 year low of $39.39 and a 1 year high of $41.63. The firm’s 50 day moving average price is $40.31 and its 200 day moving average price is $40.39.

About SPDR Blackstone Senior Loan ETF

The SPDR Blackstone Senior Loan ETF (SRLN) is an exchange-traded fund that mostly invests in high yield fixed income. The fund provides actively managed exposure to noninvestment-grade, floating-rate senior secured debt of US and non-US corporations that resets in 3 months or less. SRLN was launched on Apr 3, 2013 and is managed by State Street.