Heritage Wealth Management Inc. CA Buys 14,791 Shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)

Heritage Wealth Management Inc. CA boosted its position in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN) by 52.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 42,808 shares of the company’s stock after acquiring an additional 14,791 shares during the period. SPDR Blackstone Senior Loan ETF accounts for about 1.3% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 21st largest position. Heritage Wealth Management Inc. CA’s holdings in SPDR Blackstone Senior Loan ETF were worth $1,786,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Strategic Blueprint LLC raised its position in shares of SPDR Blackstone Senior Loan ETF by 4.3% during the 4th quarter. Strategic Blueprint LLC now owns 7,096 shares of the company’s stock valued at $296,000 after purchasing an additional 291 shares during the period. Walkner Condon Financial Advisors LLC increased its stake in SPDR Blackstone Senior Loan ETF by 4.9% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 6,958 shares of the company’s stock worth $290,000 after buying an additional 326 shares in the last quarter. Bank of Marin raised its holdings in SPDR Blackstone Senior Loan ETF by 5.2% during the fourth quarter. Bank of Marin now owns 6,744 shares of the company’s stock valued at $281,000 after acquiring an additional 335 shares during the period. J.W. Cole Advisors Inc. raised its holdings in SPDR Blackstone Senior Loan ETF by 2.2% during the fourth quarter. J.W. Cole Advisors Inc. now owns 16,025 shares of the company’s stock valued at $669,000 after acquiring an additional 339 shares during the period. Finally, Wagner Wealth Management LLC lifted its position in shares of SPDR Blackstone Senior Loan ETF by 2.7% in the fourth quarter. Wagner Wealth Management LLC now owns 14,057 shares of the company’s stock valued at $587,000 after acquiring an additional 373 shares in the last quarter.

SPDR Blackstone Senior Loan ETF Stock Up 0.2 %

NYSEARCA SRLN opened at $41.23 on Tuesday. The business has a 50-day moving average price of $41.61 and a 200-day moving average price of $41.74. SPDR Blackstone Senior Loan ETF has a twelve month low of $40.71 and a twelve month high of $42.13.

SPDR Blackstone Senior Loan ETF Profile

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.