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SPDR Blackstone Senior Loan ETF SRLN

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.

Lackluster.

Senior Analyst R.J. D'Ancona

R.J. D'Ancona

Senior Analyst

Summary

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.

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Portfolio Holdings SRLN

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Premier

10.53 751.7 Mil
Cash and Equivalents

MCAFEE LLC 2022 USD TERM LOAN B

1.44 102.8 Mil
Corporate

Barclays Capital Repo Repo

1.40 100.0 Mil
Cash and Equivalents

Cloud Software Group Inc 2024 Term Loan B

1.39 99.1 Mil
Corporate

ALLIED UNIVERSAL HOLDCO LLC 2021 USD TERM LOAN

1.38 98.3 Mil
Corporate

PERATON CORP TERM LOAN B

1.30 93.1 Mil
Corporate

LBM ACQUISITION LLCV TERM LOAN B

1.25 89.2 Mil
Corporate

POLARIS NEWCO, LLC USD TERM LOAN B

1.22 86.9 Mil
Corporate

BANFF MERGER SUB INC 2023 USD TERM LOAN

1.19 84.8 Mil
Corporate

ATHENAHEALTH INC 2022 TERM LOAN B

1.14 81.6 Mil
Corporate