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 12.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
State Street Instl US Govt MMkt Premier | 7.58 | 471.5 Mil | Cash and Equivalents |
CLOUD SOFTWARE GROUP, INC. 2022 USD TERM LOAN B | 1.66 | 103.2 Mil | Corporate |
Barclays Capital Repo Repo | 1.61 | 100.0 Mil | Cash and Equivalents |
MCAFEE LLC 2022 USD TERM LOAN B | 1.52 | 94.7 Mil | Corporate |
PERATON CORP TERM LOAN B | 1.49 | 92.8 Mil | Corporate |
BANFF MERGER SUB INC 2023 USD TERM LOAN | 1.31 | 81.7 Mil | Corporate |
ATHENAHEALTH INC 2022 TERM LOAN B | 1.31 | 81.3 Mil | Corporate |
ALLIED UNIVERSAL HOLDCO LLC 2021 USD TERM LOAN | 1.17 | 73.0 Mil | Corporate |
CENTRAL PARENT INC 2023 TERM LOAN B | 1.12 | 69.5 Mil | Corporate |
NEPTUNE BIDCO US INC 2022 USD TERM LOAN B | 1.11 | 69.0 Mil | Corporate |