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Upturn AI SWOT - About
SPDR Blackstone Senior Loan ETF (SRLN)
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Upturn Advisory Summary
09/16/2025: SRLN (3-star) is a STRONG-BUY. BUY since 89 days. Simulated Profits (4.39%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 19.23% | Avg. Invested days 125 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.25 | 52 Weeks Range 38.09 - 41.57 | Updated Date 06/29/2025 |
52 Weeks Range 38.09 - 41.57 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Blackstone Senior Loan ETF
ETF Overview
Overview
The SPDR Blackstone Senior Loan ETF (SRLN) seeks to generate current income by investing primarily in U.S. dollar-denominated senior loans. It focuses on floating-rate bank loans, aiming to provide exposure to the leveraged loan market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and established ETF provider with a long track record in the investment management industry.
Management Expertise
SSGA has a team of experienced professionals managing various fixed-income strategies, including senior loan investments.
Investment Objective
Goal
The ETF aims to provide current income by investing in a portfolio of senior loans.
Investment Approach and Strategy
Strategy: SRLN does not track a specific index but utilizes an active management strategy within the senior loan market.
Composition The ETF holds primarily U.S. dollar-denominated senior loans (also known as leveraged loans or bank loans).
Market Position
Market Share: SRLN has a moderate market share within the senior loan ETF category.
Total Net Assets (AUM): 4739900000
Competitors
Key Competitors
- Invesco Senior Loan ETF (BKLN)
- First Trust Senior Loan Fund (FTSL)
- Janus Henderson B-BBB CLO ETF (JBBB)
Competitive Landscape
The senior loan ETF market is moderately competitive. SRLN differentiates itself by leveraging Blackstone's credit expertise. Competitors such as BKLN are passively managed and have a lower expense ratio. FTSL has an actively managed approach too but smaller AUM.
Financial Performance
Historical Performance: Historical performance data is dependent on market conditions and is not static.
Benchmark Comparison: SRLN's performance is compared against the S&P/LSTA Leveraged Loan Index, however the fund is actively managed and can deviate.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
The average trading volume is good enough to ensure easy entering and exiting of positions.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating sufficient liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policy, and credit spreads influence the performance of senior loans.
Growth Trajectory
The growth of SRLN is tied to investor demand for floating-rate investments and the outlook for leveraged loans. Changes in holdings and strategy are made at the discretion of the fund manager.
Moat and Competitive Advantages
Competitive Edge
SRLN's competitive advantage lies in its partnership with Blackstone, providing access to Blackstone's extensive credit research and deal sourcing capabilities. This collaboration allows for potentially better loan selection and risk management compared to passive strategies. The active management style aims to outperform the broader senior loan market. However, active management can also lead to underperformance relative to its benchmark.
Risk Analysis
Volatility
Senior loans are generally less volatile than equities but can experience volatility during periods of economic stress.
Market Risk
Risks include credit risk (borrower default), interest rate risk (although floating-rate), and liquidity risk (ability to sell loans).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking current income, diversification in fixed income, and potential protection against rising interest rates.
Market Risk
SRLN is suitable for investors with a moderate risk tolerance who understand the nature of leveraged loans and are looking for income.
Summary
The SPDR Blackstone Senior Loan ETF (SRLN) offers exposure to U.S. dollar-denominated senior loans through an actively managed strategy. It aims to generate current income, benefiting from Blackstone's credit expertise. Key risks include credit risk and market volatility. It's suitable for income-seeking investors with moderate risk tolerance. The fund competes with other senior loan ETFs like BKLN and FTSL.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR Blackstone Senior Loan ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to outperform the Markit iBoxx USD Liquid Leveraged Loan Index and the Morningstar LSTA U.S. Leveraged Loan 100 Index by normally investing at least 80% of its net assets (plus any borrowings for investment purposes) in Senior Loans. For purposes of this 80% test, Senior Loans are first lien senior secured floating rate bank loans.
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