SPDR Blackstone Senior Loan ETF SRLN boasts a seasoned leadership duo and large supporting cast, but its repeated portfolio shifts based on top-down views make it difficult to outperform consistently over the long term. It earns a Morningstar Medalist Rating of Neutral.
SPDR Blackstone Senior Loan ETF SRLN
Morningstar’s Analysis SRLN
Will SRLN outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
State Street Instl US Govt MMkt Premier | 7.33 | 447.0 Mil | Cash and Equivalents |
CLOUD SOFTWARE GROUP, INC. 2022 USD TERM LOAN B | 1.65 | 100.9 Mil | Corporate |
Barclays Capital Repo Repo | 1.64 | 100.0 Mil | Cash and Equivalents |
MCAFEE LLC 2022 USD TERM LOAN B | 1.60 | 97.8 Mil | Corporate |
PERATON CORP TERM LOAN B | 1.59 | 96.7 Mil | Corporate |
ATHENAHEALTH INC 2022 TERM LOAN B | 1.33 | 80.9 Mil | Corporate |
BANFF MERGER SUB INC 2023 USD TERM LOAN | 1.31 | 80.1 Mil | Corporate |
ALLIED UNIVERSAL HOLDCO LLC 2021 USD TERM LOAN | 1.21 | 73.9 Mil | Corporate |
CENTRAL PARENT INC 2023 TERM LOAN B | 1.20 | 73.4 Mil | Corporate |
MH SUB I LLC 2023 TERM LOAN | 1.17 | 71.5 Mil | Corporate |