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Morningstar

SPDR Blackstone Senior Loan ETF SRLN

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SRLN

Will SRLN outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SRLN’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SRLN management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SRLN’s parent organization’s priorities and whether they’re in line with investors’ interests.

SSGA Appoints a New CEO

null Daniel Sotiroff

Daniel Sotiroff

Analyst Note

On Sep. 27, 2022, State Street Global Advisors announced that Yie-Hsin Hung will become the firm's president and CEO. She will replace Cyrus Taraporevala, who announced in January 2022 that he intended to retire. Hung has served as CEO of New York Life Investment Management since 2015, where she had previously held numerous leadership roles. SSGA expects Hung to join in December 2022. This announcement does not impact SSGA's Above Average Parent Pillar rating.

by Daniel Sotiroff
Published on

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Portfolio Holdings SRLN

More SRLN Holdings
  • Current Portfolio Date May 25, 2023
  • Equity Holdings 1
  • Bond Holdings 434
  • Other Holdings 4
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Premier

6.72
298,122,540
Cash and Equivalents

PERATON CORP TERM LOAN B

1.76
77,912,486
Corporate

UNITED AIRLINES, INC. 2021 TERM LOAN B

1.75
77,826,062
Corporate

MEDLINE BORROWER, LP USD TERM LOAN B

1.65
73,108,170
Corporate

AMERICAN AIRLINES, INC. 2021 TERM LOAN

1.53
67,918,689
Corporate

BROOKFIELD WEC HOLDINGS INC 2021 TERM LOAN

1.47
65,365,576
Corporate

TRANSDIGM INC 2023 TERM LOAN I

1.47
65,300,634
Corporate

ATHENAHEALTH INC 2022 TERM LOAN B

1.46
64,692,138
Corporate

1011778 BC UNLIMITED LBLTY CO TERM LOAN B4

1.43
63,198,338
Corporate

PACIFIC GAS + ELECTRIC COMPANY 2020 TERM LOAN

1.40
62,261,673
Corporate