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 13.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
State Street Instl US Govt MMkt Premier | 7.64 | 471.5 Mil | Cash and Equivalents |
CLOUD SOFTWARE GROUP, INC. 2022 USD TERM LOAN B | 1.67 | 103.2 Mil | Corporate |
Barclays Capital Repo Repo | 1.62 | 100.0 Mil | Cash and Equivalents |
PERATON CORP TERM LOAN B | 1.54 | 94.7 Mil | Corporate |
MCAFEE LLC 2022 USD TERM LOAN B | 1.53 | 94.7 Mil | Corporate |
BANFF MERGER SUB INC 2023 USD TERM LOAN | 1.32 | 81.6 Mil | Corporate |
ATHENAHEALTH INC 2022 TERM LOAN B | 1.32 | 81.2 Mil | Corporate |
ALLIED UNIVERSAL HOLDCO LLC 2021 USD TERM LOAN | 1.17 | 72.0 Mil | Corporate |
CENTRAL PARENT INC 2023 TERM LOAN B | 1.13 | 69.5 Mil | Corporate |
FERTITTA ENTERTAINMENT, LLC 2022 TERM LOAN B | 1.10 | 68.2 Mil | Corporate |